Connects to the tools you use
Set up connections through ERP.AI and Proto workflows, with every change logged.
- BOM Management
- Engineering design source
- Warehouse or stock source
- Accounting source
- Inspection evidence source
BOM Management keeps product assemblies, component quantities and engineering changes connected to production work. Production Planner prepares each product revision with its effective dates and component lines, checks quantities and units, and submits the structure for review.
approval waits for the manager
| Id | Product | Revision | Effective from | Effective to | Status | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Mounting bracket, left | Revision A | 12 Oct | 16 Oct | Draft | |
| BOM-REV-2026-018 | Control enclosure, compact | Revision B | 25 Oct | 03 Nov | Draft | |
| PO-2026-0881 | Mounting bracket, left | Revision C | 25 Oct | 02 Nov | Draft | |
| BATCH-2026-103 | Modular pump housing, 80 mm | Revision D | 21 Oct | 29 Oct | Draft | |
| MI-2026-0294 | Mounting bracket, left | Revision E | 14 Oct | 23 Oct | Draft |
Manager reviews the affected assembly and decides through the approval action configured during setup.
Every feature works on the same records. Pick one to see the screen your team works in.
Keep the product, revision identity and effective window visible before a structure is released.
Release waits for the manager
| Id | Product | Revision | Effective from | Effective to | Status | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Drive shaft, 240 mm | Revision A | 25 Oct | 29 Oct | Review | |
| BOM-REV-2026-018 | Pressure sensor, 0 to 10 bar | Revision B | 15 Oct | 18 Oct | Review | |
| PO-2026-0881 | Modular pump housing, 80 mm | Revision C | 04 Nov | 08 Nov | Review | |
| BATCH-2026-103 | Drive shaft, 240 mm | Revision D | 15 Oct | 21 Oct | Review | |
| MI-2026-0294 | Modular pump housing, 80 mm | Revision E | 19 Oct | 27 Oct | Review |
Review each component quantity, stated unit and scrap allowance against its editable parent revision.
Approval waits for the manager
| Id | Revision | Component | Quantity per | Unit | Scrap percent | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Pump assembly 80 mm, revision C | Stainless impeller, 80 mm | 490 | each | 10 | |
| BOM-REV-2026-018 | Pressure sensor kit, revision A | Nitrile shaft seal, 24 mm | 800 | kilogram | 16 | |
| PO-2026-0881 | Motor coupling 24 mm, revision A | Stainless impeller, 80 mm | 50 | meter | 18 | |
| BATCH-2026-103 | Mounting bracket left, revision E | Pump assembly, 80 mm | 850 | liter | 4 | |
| MI-2026-0294 | Pump assembly 80 mm, revision D | Control enclosure, compact | 490 | set | 17 |
Put the revision, reason, requester and named approver on the same engineering change request.
Approval conditions
| Id | Requested at | Revision | Requested by | Approved by | Reason | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | 01 Nov | Impeller cartridge 80 mm, revision B | Rina Patel | Owen Mercer | Replace seal material after leak test | |
| BOM-REV-2026-018 | 01 Nov | Pump assembly 80 mm, revision C | Gabriel Chen | Elias Novak | Reduce bracket bend tolerance | |
| PO-2026-0881 | 15 Oct | Motor coupling 24 mm, revision A | Kofi Mensah | Lucas Pereira | Add alternate sensor supplier | |
| BATCH-2026-103 | 25 Oct | Pump assembly 80 mm, revision C | Lucas Pereira | Gabriel Chen | Correct fastener quantity | |
| MI-2026-0294 | 27 Oct | Pump assembly 80 mm, revision D | Gabriel Chen | Anika Shah | Improve access to test port |
Resolve assembly and component identities before comparing on-hand and reserved quantities by location and lot.
Inventory balances
| Id | Item | Location | Lot number | Quantity on hand | Reserved quantity | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Control enclosure, compact | Receiving rack A2 | L26-1384 | 550 | 890 | |
| BOM-REV-2026-018 | Modular pump housing, 80 mm | Machine shop bin M4 | L26-2274 | 330 | 490 | |
| PO-2026-0881 | Pressure sensor, 0 to 10 bar | Assembly line shelf B1 | L26-3188 | 920 | 440 | |
| BATCH-2026-103 | Control enclosure, compact | Quality hold cage | L26-5600 | 350 | 570 | |
| MI-2026-0294 | Stainless impeller, 80 mm | Finished goods bay 3 | L26-8897 | 180 | 950 |
Keep customer quantities and supplier receipt progress connected to the right parties and items.
Approval waits for the manager
| Id | Product | Order | Resource | Planned quantity | Planned start | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Mounting bracket, left | North Pier Utilities pump order | Seal press station | 790 | 30 Oct | |
| BOM-REV-2026-018 | Pressure sensor, 0 to 10 bar | Eastbank Farms controller order | Powder coat line | 870 | 26 Oct | |
| PO-2026-0881 | Mounting bracket, left | Pine Hollow Services spare parts order | Seal press station | 830 | 27 Oct | |
| BATCH-2026-103 | Nitrile shaft seal, 24 mm | Harborline Water retrofit order | Incoming inspection table | 650 | 01 Nov | |
| MI-2026-0294 | Stainless impeller, 80 mm | Pine Hollow Services spare parts order | Sheet metal brake 1 | 880 | 30 Oct |
Release eligible work orders, post identified material issues and capture production intervals for quality review.
Approval conditions
| Id | Work order | Item | Lot number | Quantity | Issued at | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Assemble 60 field repair kits | Control enclosure, compact | L26-3329 | 100 | 21 Oct | |
| BOM-REV-2026-018 | Assemble 60 field repair kits | Stainless impeller, 80 mm | L26-9206 | 40 | 13 Oct | |
| PO-2026-0881 | Build 40 pump assemblies for North Pier | Drive shaft, 240 mm | L26-1021 | 450 | 12 Oct | |
| BATCH-2026-103 | Form 80 left mounting brackets | Control enclosure, compact | L26-8501 | 580 | 13 Oct | |
| MI-2026-0294 | Machine 120 stainless impellers | Drive shaft, 240 mm | L26-1785 | 280 | 22 Oct |
Keep reported production separate from the decision to release a Pending batch.
Approval conditions
| Id | Work order | Lot number | Produced at | Expiry date | Disposition | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Build 40 pump assemblies for North Pier | L26-1378 | 20 Oct | 24 Oct | Pending | |
| BOM-REV-2026-018 | Form 80 left mounting brackets | L26-9015 | 20 Oct | 29 Oct | Pending | |
| PO-2026-0881 | Machine 120 stainless impellers | L26-8750 | 12 Oct | 15 Oct | Pending | |
| BATCH-2026-103 | Build 40 pump assemblies for North Pier | L26-1447 | 11 Oct | 14 Oct | Pending | |
| MI-2026-0294 | Build 40 pump assemblies for North Pier | L26-9515 | 22 Oct | 26 Oct | Pending |
Revision review to accepted output ships ready to use. 2 steps need a named approval before the work moves on: Review engineering change (Manager) and Release accepted output (Quality Reviewer).
Identify the product structure and effective window before submitting it for review.
Check each component quantity, stated unit and scrap allowance on an editable structure.
Bring the affected revision and reason to the named engineering decision owner.
Check approved demand, available resources and feasible dates before releasing the run.
Capture identified material use and the operator interval before quality review.
Have the quality reviewer inspect eligible output before releasing its batch.
Open any bom revision to see its bom change requests, the roles that work on it, its process stages and its approvals on one page.
Product, Revision, Effective from and Effective to.
Each line is linked to this bom revision.
Each role sees what its permissions allow.
Release production, with the role that acts.
Review engineering change and Release accepted output, with who decides.
Mounting bracket, left · Draft
| Id | Requested at | Revision |
|---|---|---|
| WO-2026-0412 | 01 Nov | Impeller cartridge 80 mm, revision B |
| BOM-REV-2026-018 | 01 Nov | Pump assembly 80 mm, revision C |
| PO-2026-0881 | 15 Oct | Motor coupling 24 mm, revision A |
Signed in as Manager
| Decision | Approver | |
|---|---|---|
| Review engineering changeBring the affected revision and reason to the named engineering decision owner. | Manager | |
| Release accepted outputHave the quality reviewer inspect eligible output before releasing its batch. | Quality Reviewer | |
| Approve BOM change requests, BOM revisions, Orders, purchase orders | Manager |
Everyone opens BOM Management to the work that is theirs. Pick a role to see what it starts with.
Owns production setup, planning and assigned operational work.
This is the first screen this role sees.
Work orders · Production Planner
| Id | Product | Resource | Planned quantity | Planned start | Planned end | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Nitrile shaft seal, 24 mm | Seal press station | 710 | 01 Nov | 10 Nov | |
| BOM-REV-2026-018 | Mounting bracket, left | Seal press station | 720 | 19 Oct | 25 Oct | |
| PO-2026-0881 | Stainless impeller, 80 mm | CNC mill cell 2 | 480 | 11 Oct | 19 Oct | |
| BATCH-2026-103 | Drive shaft, 240 mm | Pump assembly bench 1 | 190 | 29 Oct | 05 Nov | |
| MI-2026-0294 | Nitrile shaft seal, 24 mm | Electrical wiring bench | 590 | 22 Oct | 29 Oct |
Captures assigned production work and evidence.
This is the first screen this role sees.
Work orders · Production Operator
| Id | Product | Resource | Planned quantity | Planned start | Planned end | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Nitrile shaft seal, 24 mm | Seal press station | 710 | 01 Nov | 10 Nov | |
| BOM-REV-2026-018 | Mounting bracket, left | Seal press station | 720 | 19 Oct | 25 Oct | |
| PO-2026-0881 | Stainless impeller, 80 mm | CNC mill cell 2 | 480 | 11 Oct | 19 Oct | |
| BATCH-2026-103 | Drive shaft, 240 mm | Pump assembly bench 1 | 190 | 29 Oct | 05 Nov | |
| MI-2026-0294 | Nitrile shaft seal, 24 mm | Electrical wiring bench | 590 | 22 Oct | 29 Oct |
Reviews evidence and authorizes eligible domain outcomes.
This is the first screen this role sees.
Work orders · Quality Reviewer
| Id | Product | Resource | Planned quantity | Planned start | Planned end | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Nitrile shaft seal, 24 mm | Seal press station | 710 | 01 Nov | 10 Nov | |
| BOM-REV-2026-018 | Mounting bracket, left | Seal press station | 720 | 19 Oct | 25 Oct | |
| PO-2026-0881 | Stainless impeller, 80 mm | CNC mill cell 2 | 480 | 11 Oct | 19 Oct | |
| BATCH-2026-103 | Drive shaft, 240 mm | Pump assembly bench 1 | 190 | 29 Oct | 05 Nov | |
| MI-2026-0294 | Nitrile shaft seal, 24 mm | Electrical wiring bench | 590 | 22 Oct | 29 Oct |
Owns the named engineering approval and reviews customer and supplier commitments under the agreed decision permissions.
This is the first screen this role sees.
Work orders · Manager
| Id | Product | Resource | Planned quantity | Planned start | Planned end | |
|---|---|---|---|---|---|---|
| WO-2026-0412 | Nitrile shaft seal, 24 mm | Seal press station | 710 | 01 Nov | 10 Nov | |
| BOM-REV-2026-018 | Mounting bracket, left | Seal press station | 720 | 19 Oct | 25 Oct | |
| PO-2026-0881 | Stainless impeller, 80 mm | CNC mill cell 2 | 480 | 11 Oct | 19 Oct | |
| BATCH-2026-103 | Drive shaft, 240 mm | Pump assembly bench 1 | 190 | 29 Oct | 05 Nov | |
| MI-2026-0294 | Nitrile shaft seal, 24 mm | Electrical wiring bench | 590 | 22 Oct | 29 Oct |
Maintains account-to-person mapping and controlled master data, with operational approvals assigned to their named decision owners.
Compare recorded structures, commitments and output without confusing them with approval or stock effects.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 31 | ||
| Review | 20 | 65% | |
| Released | 14 | 70% | |
| Obsolete | 7 | 50% |
Sample counts per stage
Which product structures are Draft, under Review or Released for the recorded date window?
Which component identities, stated units and allowances belong to the structure being considered?
Which requests still need the named decision or implementation follow-up?
Group stock balances by item, location and lot, displaying on-hand and reserved quantities separately.
Group customer order lines by order and item alongside the customer, required date and order status, with each line's quantity and unit price.
How much is recorded as received against each supplier line, and what remains to explain?
Which intervals account for the reported good and scrap output?
Which batches remain Pending or are Held, Rejected or Released?
See how BOM Management fits your kind of team.
Coordinate assembly structures, component substitutions and the production handoff in a focused operating scope.
Make revision requests and the engineering decision visible when assembly structures change frequently.
Keep recurring assembly runs tied to approved demand, known component stock and explicit quality decisions.
Each stage of revision review to accepted output names the role that acts and the status it records, so a change is never anonymous.
Each stage, the role that acts and the status it records
Use Proto to prepare configuration and explain work while people retain the engineering and quality decisions.
Set up connections through ERP.AI and Proto workflows, with every change logged.
Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.
Browse all 17 tablesStart with one team and one process, then add the rest once the basics are running.
Production Planner and Quality Reviewer select the pilot assembly, instruction source and inspection routine. Agree the BOM revision instruction handoff and who owns stock maintenance.
Link each person to their user account and agree the action authority of the production roles, Manager and Admin. Define engineering release, commercial approval and controlled start and completion actions with their deciding owners.
Prepare item records, customer and supplier records and production resources, then revisions and component lines. Resolve customer and supplier headers before their line records. Reconcile inventory balances with the designated source.
Validate components and a revision, submit an engineering request and obtain the engineering decision. Release eligible work, post an identified issue and submit production output before the reviewer considers batch release.
Try invalid dates, a released component parent, incomplete change references, an unapproved order, negative output and premature batch release. Retry successful guarded actions and inspect the original records for a second effect.
$0per user
The base account and everyday work in the ERP.AI app are free, for every user.
| Usage | Per $1 |
|---|---|
| Record reads (list, filter, get) | 20,000 |
| Search or aggregate queries | 4,000 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| Workflow runs | 2,000 |
| AI agent runs | 2,000 |
| Scheduled jobs or webhooks | 20,000 |
| File uploads (MB) | 2,000 |
| CSV or PDF exports | 100 |
Click Get started, then use Proto to configure BOM Management for your business. Pilot a real assembly revision, component lines and a customer order with an available resource. Rehearse a change request and the separate quality decision before using live production work.
A BOM revision identifies product, revision, effective start and effective end. Each component line links the component items with quantity per assembly, unit and scrap percentage. Keep those lines attached to the intended editable parent while preparing the structure for review.
The revision workflow moves an eligible Draft structure to Review once. Configure Manager's release decision during setup so the manager can authorize use after checking the assembly. Treat Review as work awaiting that decision.
The component workflow blocks validation against a Released parent. Prepare the replacement on an editable revision and route it through review. Keep the old released structure available for work whose existing instructions still use it.
The approver on an engineering change request identifies the person responsible for deciding it. The submission guard resolves that person and moves the request to Review; it does not approve it. Agree Manager's decision permissions before go-live, then record Approved or Rejected after the person decides.
Production Planner checks the released structure against the planned product and customer demand. Agree where the operator finds the assembly instructions and who replaces earlier instructions after a release decision. Rehearse a run near the revision change date.
The release guard requires Draft work, positive planned quantity, an approved linked order, an available resource and feasible dates. Production resources at Maintenance or Unavailable cannot satisfy the availability condition. Review the production window with the people running the resource.
The issue workflow checks eligible work, positive quantity and an identified item and lot, then posts once. Agree balance maintenance with the stock owner or connect the authoritative stock source. Reconcile a posted issue against that source during the pilot.
Quality Reviewer considers inspected output when batch disposition is Pending and the linked work has reached Quality review. The release guard sets Released once. Good units on a production interval describe reported output and cannot substitute for the reviewer's inspection decision.
Agree the action permissions for Production Planner, Production Operator and Quality Reviewer. Identify Manager for engineering decisions and Admin for master data. Rehearse the account-to-person mapping and each role's operating views with different accounts. Use Business Overview to introduce the production and revision-review handoffs.
Start free, then use Proto to change fields, steps and approvals before your team goes live.