Learn how to upload a new BOM to use with the Kitting Application. If you already tried, and it gave an error message, please go to the last step.
1. Go to "Upload New Boms"
On the Home Page of the Kitting Operation Site, go to Inventory > BOMs > Upload New Boms.
2. Download Template
On the new page, click on the message that reads “Before you import your data download our template”.
3. Fill out the Template.
Before filling out the template, please read the 3 recommendations on the BOM Import Wizard section where you downloaded the template from.
Open up your newly downloaded template and make sure to fill out ALL COLUMNS. The only column that is optional is the “ALTERNATE_ITEM_NUMBER” column (#3). Also be very careful with the spelling of every item. If the columns are not filled out, or if an item is “misspelled” the later uploading process of the template will fail.
Finally, save the template as a .CSV file with a name of your choice.
4. Upload Template
First click on Choose File, and select the .csv file that you just saved. Then select the specific client or vendor from the Client/Vendor drop-down menu. Finally click on Upload File.
If the upload was successful, you will receive the message “Successfully uploaded the BOM file.”
5. Unsuccessful Uploading
However, if the upload was unsuccessful, the system will list the options of errors that could have happened.
One possible problem is that items that are part of this new BOM are not registered in the system. If that’s the case, please contact your Program Manager to upload the catalog items to the system.