Training Script: BOM Module Comprehensive Overview

Introduction:

"Hello, everyone! Thank you for joining today’s training session on the BOM (Bill of Materials)
module. Our goal is to provide you with an in-depth understanding of the BOM module's
features, guide you through creating and managing BOMs within the PAC system, and ensure
you can effectively handle materials, colorways, sustainability aspects, reporting, and more. By
the end of this session, you should feel confident in navigating the BOM module and managing
your tasks efficiently."

Section 1: Accessing the BOM Module

1. Opening the BOM Module:

 "Let’s start by accessing the BOM module. Once you open the module, you’ll be presented with a
list of all BOMs that are available for your supplier group. These BOMs are listed by various
attributes such as style number, season, RBU (Regional Business Unit), and description."

2. Viewing and Editing Specific BOMs:

 "To view or edit a specific BOM, locate the style number you’re interested in, and click on the
hyperlink. This will open the BOM and allow you to see detailed information."
 "If you want to edit the BOM directly, use the ‘Action’ column and click the edit icon next to the
style number. This will open the BOM in an editable mode."

3. Key Features Overview:

 Editable by:
o "The ‘Editable by’ column indicates who currently has editing rights over the BOM.
Initially, both PUMA and the suppliers may have editing access. Once PUMA finalizes
the BOM, it may be locked for editing and set to view-only."
o "If you need to make changes to a locked BOM, you’ll need to contact PUMA
Developers to request temporary editing access."

 Search Functionality:
o "The search functionality within the BOM module is powerful. You can use the simple
search feature to locate BOMs by entering the six-digit style number and selecting the
season from the dropdown list."
o "For more complex searches, such as searching for multiple BOMs at once, use the
Advanced Search feature. Here, you can upload an Excel file containing a list of style
numbers. After uploading, the system will display the corresponding BOMs."
Section 2: Detailed Walkthrough of BOM Tabs

1. General Tab:

 "The General tab contains foundational information about the style, such as the style number,
description, season, and other basic details. This tab is maintained by PUMA and serves as a
reference point."
 "If any information in this tab seems incorrect or requires clarification, you should contact the
Developers to make necessary adjustments."
 "The General tab also provides links to the PAC system, and you can click on the article’s image
to view it in higher resolution, which can be useful for visual verification."

2. Materials Tab:

 Adding Materials:
o "In the Materials tab, you can add and manage the materials that make up the BOM. To
start, click the ‘Add Material’ button. This will open a new row where you’ll need to
enter the PUMA material code."
o "Once you input the material code, the system will automatically populate fields such as
the supplier name, supplier reference, country of origin, and material description. Ensure
that the supplier is correctly selected, especially if multiple suppliers are available for the
material."
o "You’ll also need to specify the material’s position (e.g., main fabric, lining), type, unit of
measurement (UOM), and usage. These options are available from dropdown menus. If
there are any specific instructions or notes, add them in the ‘Development Remark’ field.
This field is crucial for providing context to the material usage or any special handling
instructions."

 Viewing and Editing Materials:

o "After adding a material, you can click on it to expand additional details. This will open a
panel at the bottom where you can make further edits, such as adjusting quantities,
updating descriptions, or adding remarks."
o "If you need to view a larger image of the material, simply click on the image thumbnail
to expand it."

 Adding Artwork:
o "To add artwork, follow a similar process by clicking ‘Add Material,’ but instead of
entering a material code, select the ‘Artwork Specification’ dropdown. From here, you
can choose artwork from the PUMA artwork repository."
o "The selected artwork will be added to the BOM, where you can manage it alongside
other materials."

 Creating Packages:
o "For items that require multiple materials to be grouped together, such as fabric with
associated artwork, you can create a package. Click ‘Add Package’ to group these
components under a single header."
 o "This is particularly useful when you want to manage a combination of materials as a
single unit, ensuring that they are treated together in the production process."

 Additional Features in Materials Tab:

o "You can expand or collapse all packages by using the ‘Expand All’ and ‘Collapse All’
buttons, which helps in navigating large BOMs."
o "If you have materials that need to be duplicated, use the ‘Duplicate Material’ feature to
quickly create copies. You can also convert individual materials into packages using the
‘Convert to Package’ option."

3. Colorways Tab:

 Linking and Managing Colorways:

o "The Colorways tab is where you manage different color variations for the materials
listed in the BOM. To ensure all available colorways are displayed, click ‘Link All
Colorways.’ This will import colorway data from the PAC system."
o "If some colorways are missing, use the ‘Add or Update Colorways’ feature to manually
add them. This ensures that all potential color variations are accounted for in the BOM."

 Adding Colors to Colorways:

o "To add colors, select a colorway from the list on the left side of the screen. In the action
bar at the bottom, click ‘Repository Color.’ You can type the color name or select it from
the dropdown."
o "Once added, the system will display the color details, including the color code and type.
If the color is custom or free-text, it will be marked accordingly. This feature is essential
for ensuring that each material is correctly paired with its intended color variations."
o Important Note:
 "If no colors are input in the Colorways tab, the system will not be able to
calculate the costing and sustainability metrics for the BOM. This is because both
costing and sustainability assessments are dependent on accurate colorway data,
which links materials to specific color options. Always ensure that colors are
correctly input to avoid calculation issues."

 Copying and Transferring Colors:

o "If you need to apply the same color to multiple colorways, use the ‘Copy Colors’
feature. Select the source colorway, click ‘Copy Colors,’ and then choose the target
colorway where you want to apply these colors."
o "Additionally, you can transfer colorways and materials from one BOM to another using
the ‘Copy From’ option. This feature is particularly useful when you are working on
similar styles across different seasons or product lines."

4. Sustainability Tab:

 Overview of the Sustainability Tab:

o "The Sustainability tab is a critical component of the BOM module, designed to ensure
that all materials and processes meet PUMA’s stringent sustainability standards. This tab
allows you to track and report on the environmental and social impact of the materials
used in your BOM."
  Entering Sustainability Data:
o "In this tab, you are required to enter detailed sustainability data for each material. This
includes providing information on the material's certifications, such as Global Recycled
Standard (GRS), Oeko-Tex, and other relevant environmental or social compliance
standards."
o "You’ll also need to verify that all materials meet PUMA’s sustainability criteria by
attaching the appropriate certificates. These certificates are essential for confirming that
the materials comply with global sustainability requirements."

 Using Sustainability Indicators:

o "The Sustainability tab also provides key indicators that summarize the overall
sustainability performance of your BOM. These indicators might include the percentage
of recycled content, water usage, carbon footprint, and more."
o "Review these indicators to ensure that your BOM aligns with PUMA’s sustainability
goals. Any deficiencies or non-compliance will be flagged, allowing you to make the
necessary adjustments before finalizing the BOM."

 Finalizing Sustainability Information:

o "Once you have entered all the necessary data, review the sustainability indicators to
confirm that they meet PUMA’s standards. If everything is in order, the BOM can be
finalized, and the sustainability results will automatically be integrated into the overall
BOM report."
o Important Note:
 "Just like with costing, the system's sustainability calculations are also dependent
on the accurate input of colors in the Colorways tab. Without these inputs, the
sustainability metrics may be incomplete or incorrect, which could affect
compliance and reporting."

5. Attachments Tab:

 Adding and Managing Attachments:

o "In the Attachments tab, you can upload files that are related to the BOM, such as
technical sheets, images, certificates, or any other relevant documents. To add an
attachment, click ‘Add Attachment,’ select the file from your computer, and it will be
uploaded to the BOM."
o "You can use tags to organize your attachments and add notes to provide additional
context. This feature helps in keeping all related documents easily accessible within the
BOM."

 Managing and Searching Attachments:

o "You can manage the visibility and organization of attachments by using the tag and
search features within the Attachments tab. This ensures that all necessary documents are
well-organized and easily retrievable."

Section 3: Advanced Features and Error Handling

1. Copy Functions:

 Copying BOMs and Components:

o "The BOM module provides several copy functions to enhance efficiency, especially
when dealing with similar styles or repeating components across different BOMs."
o "You can copy an entire BOM from one style to another using the ‘Copy From’ feature.
This is useful when setting up new BOMs that share many similarities with existing
ones."
o "Within a BOM, you can also copy specific materials or colorways from one BOM to
another using the ‘Copy Components To’ or ‘Copy Colorways and Colors’ options. This
helps maintain consistency and saves time when managing large collections."

2. Reporting:

 Generating Reports:
o "The BOM module allows you to generate detailed reports that summarize the contents,
costs, and sustainability metrics of your BOMs. These reports are essential for tracking
production, managing costs, and ensuring sustainability compliance."
o "To generate a report, navigate to the report section of the BOM module, select the
BOMs you wish to include, and specify the type of report you need. Reports can be
tailored to include specific data, such as material costs, supplier details, or sustainability
scores."
o "Once generated, reports can be exported in various formats (e.g., PDF, Excel) for further
analysis or sharing with stakeholders."

3. Bulk Updates:

 "The bulk update feature allows you to make changes across multiple BOMs simultaneously. This
is particularly useful when you need to apply the same update to several BOMs, such as changing
a material specification or updating sustainability data."
 "To use this feature, select the BOMs you wish to update from the overview screen and apply the
necessary changes in bulk. This saves time and ensures consistency across your BOMs."

4. Common Error Messages and Solutions:

 Missing Supplier Information:

o "If the system alerts you that a material supplier is missing, double-check the supplier
details. If the supplier is not listed, contact the PUMA Developers to add the supplier to
the system. This ensures that all materials are properly accounted for in the BOM."

 Duplicate BOM Detection:

o "If you accidentally try to create a BOM for a style and season that already exists, the
system will notify you of a duplicate. To resolve this, return to the overview page, search
for the existing BOM, and make edits there if necessary."

 Multi-layer Materials:
o "Currently, the BOM module may not support multi-layer material calculations. If you
encounter this issue, contact the Developers for manual assistance. They can help you
navigate and resolve this challenge."
  Sustainability Data Errors:
o "In the Sustainability tab, errors may occur if required certificates are missing or if the
data entered does not meet the required standards. Review the error messages provided,
attach the necessary documents, and correct any data discrepancies."

Section 4: Final Steps and Support

1. Saving Your Work:

 "Remember to save your work frequently as you move through each section of the BOM. This
ensures that none of your changes are lost and that all data is accurately recorded."

2. Support and Practice Opportunities:

 "If you need additional support or wish to practice using the BOM system, we can provide access
to a trial environment. This allows you to familiarize yourself with the system before working on
live data. Contact us via email to request a trial account and specific URL."

3. Contact Information:

 "For any issues or further questions after this training, you can reach out to the PUMA
Developers team directly via the provided support email. We’re here to help you with any
challenges you may face."

Conclusion:

"That concludes our comprehensive training session on the BOM module. I hope you now feel
more confident in using the system and managing your BOMs effectively, including handling
materials, colorways, sustainability compliance, and reporting. If you have any further questions,
feel free to reach out at any time. Thank you for your attention, and good luck with your BOM
management!"