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Bill of materials setup

Goal

Configure defaults that affect bill of materialss.

Who it is for

Tenant admin, manager

Preconditions

  • You are signed in to the correct tenant.
  • You have permission for this action.

Steps

  1. Ensure the manufacturing module (or parent module) is enabled.
  2. Review numbering, warehouses, tax, and price lists that feed this document.
  3. Assign roles so clerks can create and managers can approve/post as needed.

Result

New documents pick up the correct defaults.

BlueMatrix Help — product documentation for tenants