Edit kit BOM
1. Navigate to https://case.opologic.com/
2. Open settings
3. Select 'Kits' menu
4. Find the kit you'd like to edit the BOM of and click on its line
5. In the action panel that appears on the right hand side click the 'Bill of material' section
Add items to BOM
Tip: 1. Items can be added individually by selecting from item master
2. Items can be bulk loaded by copying from an existing excel sheet into a section
3. Items can be bulk loaded into a section via a csv upload
Add Single item
6. Click on section you want to add items into
7. Click "Add"
8. Click "Add Items"
9. Select the items from the item master you need to add
Use search bar if needed
10. Click "Submit"
11. Item will get added to the section required.
If you need to move the order of the item. Click and hold down on the handles on the right end of line and drag into position.
12. Edit qty of item in the BOM
Click the edit icon on the line and enter new QTY value
13. When complete, click the tick icon on the line
Add Notes to BOM
14. Click 'Add'
15. Click "Add Notes"
16. Write the note title and description - Click "Add"
Delete Items
Alert: Not all users have access to delete function due to profile restrictions.
Contact admin if required
17. Click this checkbox on item that need deleting.
18. Click 'Delete' icon
Add Section
19. Click top header
20. Click "Add Section"
21. Click the "Name" field and name section
22. Give section subtitle
23. Click "Add Section"
24. Section added.
Click, hold and drag sections to move there order
