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BOM

BOM Generation

The bill of materials is an essential part of the documentation that needs to be sent to the factory. A simple csv export is OK to be important into SMT machines. But for human readable documentation it might not be sufficient. Additional information is needed. The Inventree report system allows to generate BOM well formatted BOM reports.

Context variables

Variable Description
bom_items Query set that contains all BOM items
bom_items...sub_part One component of the BOM
bom_items...quantity Number of parts
bom_items...reference Reference designators of the part
bom_items...substitutes Query set that contains substitutes of the part if any exist in the BOM

Examples

BOM

The following picture shows a simple example for a PCB with just three components from two different parts.

BOM example BOM example

This example has been created using the following html template:

{% extends "report/inventree_report_base.html" %}

{% load i18n %}
{% load report %}
{% load inventree_extras %}

{% block page_margin %}
margin-left: 2cm;
margin-right: 1cm;
margin-top: 4cm;
{% endblock %}

{% block bottom_left %}
content: "v{{report_revision}} - {{ date.isoformat }}";
{% endblock %}

{% block bottom_center %}
content: "InvenTree v{% inventree_version %}";
{% endblock %}

{% block style %}
.header-left {
    text-align: left;
    float: left;
}
table {
    border: 1px solid #eee;
    border-radius: 3px;
    border-collapse: collapse;
    width: 100%;
    font-size: 80%;
}
table td {
    border: 1px solid #eee;
}
{% endblock %}

{% block header_content %}
    <div class='header-left'>
        <h3>{% trans "Bill of Materials" %}</h3>
    </div>
{% endblock %}

{% block page_content %}
<table>
  <tr> <td>Board</td><td>{{ part.IPN }}</td>  </tr>
  <tr> <td>Description</td><td>{{ part.description }}</td> </tr>
  <tr> <td>User</td><td>{{ user }}</td> </tr>
  <tr> <td>Date</td><td>{{ date }}</td> </tr>
  <tr> <td>Number of different components (codes)</td><td>{{ bom_items.count }}</td> </tr>
</table>
<br>
<table class='table table-striped table-condensed'>
    <thead>
        <tr>
            <th>{% trans "IPN" %}</th>
            <th>{% trans "MPN" %}</th>
            <th>{% trans "Manufacturer" %}</th>
            <th>{% trans "Quantity" %}</th>
            <th>{% trans "Reference" %}</th>
            <th>{% trans "Substitute" %}</th>
        </tr>
    </thead>
    <tbody>
        {% for line in bom_items.all %}
          <tr>
            <td>{{ line.sub_part.IPN }}</td>
            <td>{{ line.sub_part.name }}</td>
            <td>
              {% for manf in line.sub_part.manufacturer_parts.all %}
               {{ manf.manufacturer.name }}
               {% endfor %}
          </td>
          <td>{% decimal line.quantity %}</td>
          <td>{{ line.reference }}</td>
            <td>
              {% for sub in line.substitutes.all %}
            {{ sub.part.IPN }}<br>
            {% endfor %}
          </td>
          </tr>
        {% endfor %}
    </tbody>
</table>

{% endblock %}

Pick List

When all material has been allocated someone has to pick all things from the warehouse. In case you need a printed pick list you can use the following template. This it just the table. All other info and CSS has been left out for simplicity. Please have a look at the BOM report for details.

<table class='changes-table'>
  <thead>
    <tr>
      <th>Original IPN</th>
      <th>Allocated Part</th>
      <th>Location</th>
      <th>PCS</th>
    </tr>
  </thead>
  <tbody>
  {% for line in build.allocated_stock.all %}
    <tr>
      <td> {{ line.bom_item.sub_part.IPN }} </td>
      {% if line.stock_item.part.IPN != line.bom_item.sub_part.IPN %}
        <td class='chg'> {{ line.stock_item.part.IPN }} </td>
      {% else %}
        <td> {{ line.stock_item.part.IPN }} </td>
      {% endif %}
      <td> {{ line.stock_item.location.pathstring }} </td>
      <td> {{ line.quantity }} </td>
    </tr>
  {% endfor %}
  </tbody>
</table>

Here we have a loop that runs through all allocated parts for the build. For each part we list the original IPN from the BOM and the IPN of the allocated part. These can differ in case you have substitutes or template/variants in the BOM. In case the parts differ we use a different format for the table cell e.g. print bold font or red color. For the picker we list the full path names of the stock locations and the quantity that is needed for the build. This will result in the following printout:

Picklist Example Picklist Example

For those of you who would like to replace the "/" by something else because it is hard to read in some fonts use the following trick:

 <td> {% for loc in line.stock_item.location.path %}{{ loc.name }}{% if not forloop.last %}-{% endif %}{% endfor %} </td>

Here we use location.path which is a query set that contains the location path up to the topmost parent. We use a loop to cycle through that and print the .name of the entry followed by a "-". The foorloop.last is a Django trick that allows us to not print the "-" after the last entry. The result looks like here:

Picklist Example Picklist Example

Finally added a |floatformat:0 to the quantity that removes the trailing zeros.

Default Report Template

A default BOM Report template is provided out of the box, which is useful for generating simple test reports. Furthermore, it may be used as a starting point for developing custom BOM reports:

View the source code for the default test report template.


Last update: July 4, 2023