Deliverables

A Deliverable represents a customer order or project commitment. It specifies the final products to be delivered, tracks their assembly status, and aggregates the costs spent to fulfill the order.

An example deliverable might include:

Deliverable vs. BOM Instance

A Deliverable is similar to a BOM Instance, but serves a different purpose:

• BOM Instance: Represents a single, serialized unit of a product being built. Components are installed into it.
• Deliverable: Represents a customer order that may require multiple items or instances. Specific inventory is associated with it (not installed).

In other words, a Deliverable is a container that groups together the things you need to ship to a customer.

Creating a Deliverable

Navigate to the Deliverables tab and click New deliverable.

Deliverable Editor

The editor has three tabs:

Info Tab

Configure the deliverable's basic properties:

• Deliverable name: A human-readable name (e.g., "Customer ABC - Order 123").
• Deliverable number: A reference number for tracking.
• Status: Track the lifecycle (Created, In Progress, Shipped, Complete).
• Deliverable owner: The person responsible for this order. This user automatically becomes an approver for any Purchases linked to this deliverable.
• Description: Notes about the order.
• Custom Fields: Any custom fields you've configured for deliverables.

Items Tab

Add and manage the line items in this deliverable:

• Click Add item to add products to the order.
• For each line item, specify the quantity and sell price.

Associating Instances

For items that have a BOM (i.e., products you assemble), you need to associate specific instances with the deliverable. This links a particular serial number to this customer order.

1. Expand the line item to see its quantity slots (e.g., "1 of 2", "2 of 2" for a quantity of 2).
2. Click the row to expand the detail view.
3. Click Associate instance.
4. Choose From Inventory to pick an existing instance, or Create New to create one on the spot.

Once associated, you can click into the instance to view its completion status, attach parts to it, etc.

Exporting

From the Items tab toolbar menu, you can Export as Excel to download the deliverable as a spreadsheet.

Purchases Tab

This tab shows all Purchase Orders that have been linked to this deliverable.

It displays:

• Total spent across all linked POs.
• The number of purchases.
• A list of the POs with their status and totals.

This is useful for tracking procurement costs against the order.

Completion Status

Like BOM Instances, Deliverables have a completion status graph that summarizes the state of all line items:

• Associated/Installed (Green): Instance is associated with the deliverable and its BOM is fully built.
• Reserved (Blue): Instance is associated but its BOM is only partially complete.
• Available (Amber): Inventory exists but hasn't been associated yet.
• Missing (Red): Required inventory or instances don't exist.

Cost Tracking

One of the key purposes of Deliverables is to aggregate costs:

• Total Cost (Acquiring): The sum of the price × quantity for all line items in the deliverable.
• Total Spent: The sum of all costs from linked Purchase Orders.

By comparing these, you can understand the profitability of each customer order.