Project Bill of Materials (BOM)

What is the request?
Add a dedicated Bill of Materials (BOM) report or view within a project that automatically combines identical products and shows the total quantity required for the entire job.

This should be available before any products are allocated, ordered, received, or assigned to the project.

Currently, products can be spread across different locations, systems, or sections of a quote, which makes it difficult to quickly generate a clean purchasing list without manually adding quantities together or exporting the project to CSV.

The goal would be to have a simple BOM that answers:

“What does this project require, and how many of each item will we need?”

What we’d like

• One line per unique product/SKU

• Automatically combined quantities across the entire project

• Manufacturer

• Model

• Part number / SKU

• Product description

• Total quantity required

• Optional cost and/or sell price columns

• Ability to include or exclude labor, services, recurring items, and other non-material items

• Search, sort, and filter by manufacturer, category, system, or location

• Ability to expand an item to see where those quantities are being used within the project

• Printable and exportable formats, especially PDF and CSV

• Ability to generate and review the BOM before creating Purchase Orders or allocating inventory

Why is this useful?

Once a project is sold, the next step is often figuring out exactly what material needs to be purchased, pulled from stock, or staged.

At that point, the products may not be allocated to inventory or tied to a Purchase Order yet, so there should be a way to see the project's full material requirement independently of the purchasing or allocation process.

For example, if the same camera is used:

• 3 times in the warehouse

• 2 times in the office

• 4 times outside

The BOM should simply show:

Camera Model XYZ — Qty. 9

That quantity should be visible whether those 9 cameras are eventually pulled from inventory, purchased from one or multiple vendors, or split between stock and new orders.

Who would benefit?

This would be useful for:

• Purchasing teams

• Project managers

• Operations managers

• Installers and technicians

• Warehouse / inventory staff

• Sales staff verifying a project before ordering

It would be especially useful on larger projects where the same equipment appears across multiple rooms, systems, phases, or locations.

How should it work?

A Bill of Materials option could be added within the project reporting or documentation area.

The BOM should be generated directly from the products included in the project and should not depend on inventory allocation, Purchase Orders, receiving, or other fulfillment steps having already taken place.

Users could then review the complete material requirement first and decide afterward whether each item should be:

• Pulled from existing inventory

• Added to a Purchase Order

• Split between inventory and purchasing

• Ordered from different vendors

Ideally, the BOM could also be printed or exported so it can be used internally for purchasing, receiving, staging, and project preparation.

This would provide a much cleaner transition from sold project → material review → purchasing/allocation → staging → installation without requiring users to build their own spreadsheet outside of D-Tools.