Once a deal is created, you generate one or more Builds and define what goes into each one. A Build represents a configured product on the deal, and its Bill of Materials lists the components — including non-stocked items such as software licences.
Creating a Build
Use the New Build button to generate a build. Note the Source Warehouse, Asset Condition (New or Refurb), and Built Product fields. Every build has a linked Sales Order, so that is available at a minimum. Expand a build to view its details — a pricing breakdown, the list of products selected, and any linked objects from the rest of BMS. The circles next to Order and Asset represent the steps to be taken for the build, and are colour-coded as you progress through the workflow.
Configuring Components (Bill of Materials)
Click Progress Build and the next step is Configure Components, which opens the Bill of Materials for the build. You can also reach it via the small spanner icon next to the built product's code in the grid below.
The Bill of Materials requires you to add the Quantity for each item you want included, then save. Non-stocked products — such as installation items or software licences — are included here as components of the built product. If a component you need isn't in the list, contact the product administrator of your BMS instance to have it added. Once saved, the step shows a green circle to confirm it is complete.
Updating Pricing
The final step before seeking approval is to update pricing, according to the deal's Pricing Level. If pricing per component, click into the grid, double-click a field to edit it, and press Enter to save. If pricing per build, edit the build to change its pricing. If pricing per total deal, use the edit button in the pricing section on the left-hand side. Cost-price changes are for internal sales calculations only; the actual cost is determined when stock is allocated and dispatched.
Seeking Approval
Once you are happy with the price, email a URL link to the deal to the relevant Sales Manager for approval. Approval is then actioned from the dropdown on the deal.