How do I automatically create a bill of materials upon sales order generation from a quotation?
If you combine multiple products intended for the manufacturing of a new sales product into a compensation group in a quotation and then convert it into a sales order, metasfresh will automatically transform the quotation group into a verified bill of materials and immediately make the newly assembled sales product available for future orders without any extra work. In the process, the respective quantities of the quotation group components are added to the bill of materials in the exact same amount.
Start the action “Auftrag aus Angebot (construction)” (Create Sales Order from this Quotation (construction)). An overlay window opens up.
Pick the Document typeSales Order.
Click “Start” to close the overlay window and create the sales order.
View the new sales product and BOM
Go to the record tab “Order Line” at the bottom of the page of the completed sales order and zoom into the field in the column Product of the order line. The new product’s entry opens up in a new browser tab.