Embedded Files
Group Email: Fieldsupport@ionsolar.com
Password: FieldSupport2026!
Warehouse BOM change requests
Version 1.2 — Effective date 5/12/2026
Purpose: To standardize how Warehouse Managers notify Design & Engineering of required BOM modifications (e.g., DCA3 → DCA2, single-SKU inverter swap, or similar) discovered during picking or kit review. This ensures accurate kits, protects our Compliance Dashboard (green = no rework), and maintains inventory accuracy.
How to process these requests
Step 1
Warehouse managers will submit the forms to make changes to the BOM when they are putting together the packout.
This is for when they identify a part mismatch while picking the BOM in Fishbowl or staging the physical kit.
To claim a job (for now) just reply to the notification that came in to warehouse change request google space. (This will be changing, working with dev on it right now)
Step 2.1: Review & Initiation
For just PDF edits only
Access Queue: Monitor the incoming requests in the New Queue.
Review Details: Open the Full Form to verify the request details OR right click the view email link in the chat and open it through field support email.
Create PA step: Use the drop down below
Creating the substantial PA step
Creating the substantial PA step
Navigate to the project
Scroll down to the substantial PA step
Click the dropdown and click accept and complete step anyway
Scroll down to the "Funding Submission" section
Fill in the submission result as "Prevented"
Fill the Post-Install QA notes following the template found in step 3
Hit next
Then on the next page the prevention reason should always be "Design -BOM"
And leave notes (which you can just copy and paste the QA notes)
Hit next on both pages
Then on the Project notes page change the department topic
Then on the Project notes page change the department, dept topic, sub topic and subject. (The body will pull from the previous pages) and hit next on both pages to close out the step.
Step 3: PA/CO step Documentation
Creating the PA notes and Change orders should follow this template
Request: Warehouse BOM Change
Who is requesting the change?:
Reason for the change: (Found in the full form)
New equipment:
Step 4
Clear the Queue: To remove the item from the active queue, enter the "Follow-up Completed" date in the project note.
Record Entry: Log a project note in the Installation SA (or the job they are packing out) to complete the process.
Page updated
Report abuse