Printing the Bill of Materials on a Sales Invoice

How do I print the components of an assembly build on a printed sales invoice?

By default,only the final product is printed on printed documents. However, there is an option to print the components on the sales invoice. To do so, take the following steps:

1) Navigate to Admin Panel → Print Form Setting.
2) Select and open the Custom Sales Invoice (Product) template or if you do not have a custom template created yet, you may create a copy from the default Sales invoice template.
3) On the Fields tab, check the box labeled "Explode Assembly BOM".



See How Assembly Components Appear on a Sales Invoice

This video shows how a Sales Invoice appears to a customer when an Assembly Item is included and the assembly components are set to print. The assembled product appears as a single line item, with the component parts listed below it.

Video Summary

In the example shown, an 8-piece drum kit is included on a Sales Invoice as a single Assembly Item. When the invoice is previewed using the Sales-Invoice Product or Sales-Invoice Product (default) print form, the drum kit appears as one line item and a parts list below it shows the components that make up the assembly.

Key Takeaways

  • The assembled product appears as a single line item on the Sales Invoice.
  • The component parts can appear as a parts list below the Assembly Item.
  • Customers can use the parts list to verify the components included with the assembled product.
+ Read the Full Video Transcript

In this video, we’ll demonstrate how an invoice to your customers appears when you include an Assembly Item.

Here, we have a Sales Invoice for an 8-piece drum kit. By selecting Print and choosing Sales-Invoice Product or Sales-Invoice Product (default), we can preview the invoice as it will be sent to the customer.

The details include the 8-piece drum kit as a single line item, along with a parts list below that outlines all the components making up the Assembly Item.

This feature provides your customers with a convenient parts list, making it easy for them to confirm that all components of their order are included.