Step 6 — Set your consumption basis (Planned vs Actual)

Each build-material line has a basis that controls how it depletes when an assembly completes.

How to set it up?

1. Go to Inventory - Inventory Admin. On the Inventory Admin dropdown, select Bills of Materials.
2. Select existing Bill of materials by clicking the text link.

   1. Click the Edit button on the top-right.

      

   2. Click the dropdown under the "Basis" column to select either "Planned or Actual"

      

   3. Once done, click save.

Which to choose

• Planned — depletes the fixed BOM quantity regardless of yield.
• Actual — scales with the actual quantity produced. Use this for packaging (caps, labels, boxes): if you planned 1,000 but yielded 1,005, packaging depletes at 1,005.

Full details: Configure assembly order consumption basis (Planned vs Actual) and What is Planned vs Actual consumption on assembly orders?.

Next: Step 7: co-manufacturer and locations.