08. Create Your Kits & Bundles

Overview

This STEP is OPTIONAL - You may proceed to the next step if you do not use Kits or Bundles, or do not have products requiring Bill of Materials.

Products in Finale can have an associated bill of materials to define the components required for manufacturing or kit assembly. Each line on the bill of materials must refer to another product in Finale (Finale does not have the notion of a part separate from a product).

Creating a Bill of Materials

Edit the bill of materials from within the product detail screen:

The screen show the contents of the Bill of materials as a table, with buttons below to add new blank lines or clear all lines. This table is editable like other tables in Finale: click on any cell to select and then just start typing a new value for the cell.

The product column indicates the component product. The component products have to be created first before they can be added to a Bill of materials. Component products are selected using full text search:

The quantity column specifies the amount of the component product consumed to produce each finished product. The quantity may be specified as fractional or even negative (for example to produce inventory for a second product as a side-effect).

The item note column is leveraged for any additional informational text on the line.

Bulk Importing Bill of Materials

If you have numerous Bill of Materials, it may be quicker to bulk import them from a spreadsheet into Finale. This functionality is found under the "Import" drop-down menu in the global header (Import > Product bill of materials).

The format of each row in the Excel file is:

• Product ID (parent),
• Child Product ID (item product id)
• Qty
• Item Index (optional, used for specifying listed order of components)
• Notes (optional)

Additional Information

• The bill of materials is managed in the context of the product produced by the bill of materials
• A specific product can only have a single bill of materials (although the bill of materials can be edited without affecting completed or in progress transactions that use the information in the bill of materials)
• Finale's "pull orders" integration tasks as well as Build transactions use the information on the bill of materials

How-to Video

• Creating Kits/Bundles

• Creating assemblies and manufacturing builds

• Handling Ecommerce sales of your Kits/bundles

Next Step: 9. Add your Customers