Pallet BOMs
A Pallet BOM is the fourth packaging tier above the Case BOM. It defines how finished cases are stacked onto a shipping pallet — how many cases go on one pallet, plus the pallet-level packaging (the pallet itself, dunnage, stretch wrap, top sheets, corner boards, and strapping) that ships with the load.
Pallet BOMs are versioned exactly like the rest of the production kernel: each one starts as a draft, you publish it to lock it, and editing a published version forks a new draft. They bind to a published Case BOM — the case is what stacks onto the pallet, and the bind locks the finished good.
What a Pallet BOM is
The packaging hierarchy runs Formula → Vessel BOM → Case BOM → Pallet BOM:
- A Formula is the liquid recipe.
- A Vessel BOM is the filled container (bottle or can plus cap and label).
- A Case BOM is the case of vessels (bottles-per-case plus the box, tray, dividers, and master case).
- A Pallet BOM is the pallet of cases (cases-per-pallet plus the pallet, stretch wrap, and other pallet-level packaging).
Each tier sits on top of the one below it. A Pallet BOM doesn’t re-describe the case — it points at a published Case BOM and adds the pallet layer on top. Swapping a pallet pattern or a stretch-wrap supplier never touches the case, vessel, or formula beneath it.
Planning and sales orders are denominated in cases, not pallets. The Pallet BOM is an authorable, versioned packaging record today; it captures how cases palletize for shipping and load planning. Driving material requirements from a pallet target is a later release.
Fields
When you author a Pallet BOM you fill in a single flat form:
| Field | What it means |
|---|---|
| Linked case BOM | The published Case BOM whose cases stack onto this pallet. Selecting it locks the finished good — a Pallet BOM ships the same finished good as its Case BOM. |
| Name | What an operator recognizes on a load sheet — e.g. “Citrus Spritz 24ct · 48/pallet”. |
| Cases per pallet | How many finished cases go on one pallet. Must be a positive whole number. |
| Tiers high | Optional. The number of case layers stacked vertically. |
| Pallet pattern | Optional free-text — e.g. “4 × 12” for 4 cases per layer across 12 layers. For the load sheet. |
| Outer dimensions (L × W × H) | Optional. The outer size of the loaded pallet, in inches. |
| Gross / net weight | Optional. Gross is the full loaded pallet; net is the cases only, without the pallet and packaging. |
Component lines
Each component line is one piece of pallet-level packaging consumed per pallet. The component kinds are:
- Pallet — the pallet itself (wood, plastic, or CHEP).
- Dunnage — void fill and bracing.
- Stretch wrap — the film that binds the load.
- Top sheet — the protective sheet over the top layer.
- Corner board — vertical edge protectors.
- Strapping — banding that secures the load.
- Other — anything that doesn’t fit the kinds above.
For each line you pick the component kind, the packaging product it consumes, the quantity per pallet, and the unit of measure.
Versioning and the draft → publish lifecycle
Pallet BOMs follow the same copy-on-write lifecycle as Formulas and the other BOMs:
- New pallet BOM creates a v1 draft. Drafts are fully editable.
- Publish locks the version — a published Pallet BOM is immutable and gets a published-at timestamp.
- To change a published version, use Edit pallet BOM, which forks a new vN+1 draft, deep-copies the lines, and opens it for editing. Publish it when you’re done.
- There is at most one open draft per Pallet BOM at a time.
Because the Pallet BOM binds to a Case BOM family, it always resolves to that case’s latest published version at read time. You can only publish a Pallet BOM once its Case BOM has a published version — otherwise the chain would dangle.
How to author a Pallet BOM
- Go to Pallet BOMs in the Kernel section and click New pallet BOM.
- Search for and select the published case BOM this pallet ships. The finished good locks automatically.
- Name the pallet config and enter cases per pallet plus any pallet shape fields you have.
- Add component lines for the pallet-level packaging.
- Save draft to keep editing, or Save & publish v1 to lock it immediately.
Later, open the Pallet BOM’s detail page to publish a draft, fork a published version into a new draft, or review the version history.