OpenBOM™ is a registered Trademark of Newman Cloud, Inc. | © 2022
- Home
- Training Courses
- OpenBOM Basics Course
- Registration & Settings
- Dashboard Walkthrough & Searches
- Creating BOMs from Excel
- Creating BOMs from CAD
- Creating BOMs Manually
- Preparing Catalogs
- Multi-Level & Flattened BOMs
- Exporting Reports
- Creating User-Defined Views & Filtering Information
- Real-Time Collaboration
- Revision & Change Management
- Managing Your Team
- OpenBOM Data Management Course
- OpenBOM Change Management Course
- End-to-End Design to Purchase Process
- Introduction
- 1. Install OpenBOM Add-In
- 2. Sign into OpenBOM
- 3. Edit Your Settings
- 4. Create a BOM Using the One-Click BOM
- 5. Create a Vendor List
- 6. Open Your CAD Items Catalog
- 7. Add Business Data to Your Items (Vendors and Costs)
- 8. Order Long-Lead Items
- 9. Mark a Purchase Order as “Received” in OpenBOM
- 10. Create an Order BOM
- 11. Create a Purchase Order
- 12. Export a Purchase Order
- OpenBOM CAD Integration Courses
- OpenBOM Design Course
- Premium Onboarding Experience
- OpenBOM Basics Course
- Getting Started
- Video Demos
- OpenBOM Basics
- Training Courses
- Part Number Management
- Import Data
- Design Projects
- New Product Development Process
- CAD Integrations
- Bill of Materials
- OpenBOM Community
- “Where Used” and Graph Navigation
- Flattened BOM Feature
- Generate PDFs (and More) from CAD
- Generate Part Numbers for CAD
- Create RFQs and POs
- Manage Revisions of Attached Files
- Export Data as a Zip
- OpenBOM YouTube Channel
- Administration
- Data Management
- Properties
- File Management
- Search & Filters
- BOM Types
- Creating BOMs
- BOM Compare Service
- Formulas, Calculations, & Rollups
- Organizing Data
- Custom Objects
- Using Templates
- Exporting Data
- User-Defined Views
- Team Views
- Collaborate & Share
- Production Planning & Inventory Control
- Change Management and Revision Control
- User Defined Commands
- xBOM Types
- Integrations
- Home
- Training Courses
- OpenBOM Basics Course
- Registration & Settings
- Dashboard Walkthrough & Searches
- Creating BOMs from Excel
- Creating BOMs from CAD
- Creating BOMs Manually
- Preparing Catalogs
- Multi-Level & Flattened BOMs
- Exporting Reports
- Creating User-Defined Views & Filtering Information
- Real-Time Collaboration
- Revision & Change Management
- Managing Your Team
- OpenBOM Data Management Course
- OpenBOM Change Management Course
- End-to-End Design to Purchase Process
- Introduction
- 1. Install OpenBOM Add-In
- 2. Sign into OpenBOM
- 3. Edit Your Settings
- 4. Create a BOM Using the One-Click BOM
- 5. Create a Vendor List
- 6. Open Your CAD Items Catalog
- 7. Add Business Data to Your Items (Vendors and Costs)
- 8. Order Long-Lead Items
- 9. Mark a Purchase Order as "Received" in OpenBOM
- 10. Create an Order BOM
- 11. Create a Purchase Order
- 12. Export a Purchase Order
- OpenBOM CAD Integration Courses
- OpenBOM Design Course
- Premium Onboarding Experience
- OpenBOM Basics Course
- Getting Started
- Video Demos
- OpenBOM Basics
- Training Courses
- Part Number Management
- Import Data
- Design Projects
- New Product Development Process
- CAD Integrations
- Bill of Materials
- OpenBOM Community
- "Where Used" and Graph Navigation
- Flattened BOM Feature
- Generate PDFs (and More) from CAD
- Generate Part Numbers for CAD
- Create RFQs and POs
- Manage Revisions of Attached Files
- Export Data as a Zip
- OpenBOM YouTube Channel
- Administration
- Data Management
- Properties
- File Management
- Search & Filters
- BOM Types
- Creating BOMs
- BOM Compare Service
- Formulas, Calculations, & Rollups
- Organizing Data
- Custom Objects
- Using Templates
- Exporting Data
- User-Defined Views
- Team Views
- Collaborate & Share
- Production Planning & Inventory Control
- Change Management and Revision Control
- User Defined Commands
- xBOM Types
- Integrations
Content
Welcome to OpenBOM documentation
Can’t find what you need? Tell us on support at openbom dot com, we’ll be immediately on it!
- Registration and Quick start (NEW)
Registration and account verification
Login and passwords
What if I cannot login?
Import your BOM from Excel
Import your BOM from CAD
2. Getting Started (NEW)
Dashboard and user interface
Create BOMs
Create multi-level BOM
Create Part Catalog and use it with BOM
Create Parts
Import data
User defined views
Integrations with CAD systems
3. OpenBOM model and concepts (NEW)
Properties and property types
Public and private properties
Parts, Part Catalogs and Bill of Materials
BOM: Single-level, Multi-level, Flattened
User defined views
Share and collaborate
4. OpenBOM REST API topics
THIS IS END OF UPDATED DOCUMENTATION
Articles below were written in 2016/17 and currently under review. You can still read them, but please assume that current OpenBOM product is improved, advanced or just different.
5. Basic use cases (OLD)
- Essentials for getting started with OpenBOM
- Part number, properties, and BOM types
- Working with BOMs and Part Catalogs
- Registration and installations
- Import from Excel spreadsheet
- Create BOM in Onshape
- Import BOM from desktop CAD or Fusion 360
- BOM Exports and Reports
6. CAD Integrations (PENDING UPDATE)
- CAD plug-in nuts and bolts for cloud storage
- Basic instructions for installing a CAD plug-in
- SOLIDWORKS plug-in installation and exporting a BOM
- Solid Edge plug-in installation and exporting a BOM
- Template support for SOLIDWORKS OpenBOM integration
- Autodesk® Fusion 360™ (installing and extracting a BOM)
- Kubotek® KeyCreator®
7. The Basics (PENDING UPDATE)
- Registration and Login
- Creating your first BOM
- Importing a BOM spreadsheet
- Saving my BOM?
- How to share a BOM
- Deleting and recovering a BOM
- Applying filters in a BOM
- Creating a user defined BOM View
- Using OpenBOM formulas
- Team Admin and Team sharing a BOM
- How to access OpenBOM support
- Exporting a BOM
- Folders
- Search for a BOM in the Dashboard
- Search for a Part in the Dashboard
- Indexed Search
- Managing what properties are viewed in a BOM
8. BOM Properties (PENDING UPDATE)
- Creating Properties
- Property types
- Deleting properties
- Changing property order in a BOM
- Using the Checkbox property
- Using the Reference property
- Using the Mass property (Onshape only)
- Property Tables
9. Change Management (PENDING UPDATE)
- Change management overview
- BOM revisions
- History of changes
- Creating a change report
- Capturing BOM changes with Excel
10. Parts Catalogs (PENDING UPDATE)
- How to create a Part Catalog and manage Part Numbers
- How to use the default Part Catalog
- Creating a Part Catalog in Onshape
- Assigning Part Catalogs to a BOM
- Adding Part Catalog properties to a BOM
- Creating a new inventory by importing a spreadsheet
11. Sharing and Collaboration (PENDING UPDATE)
12. BOM Templates (PENDING UPDATE)
13. Multi-level BOMs (PENDING UPDATE)
14. Production Planning and Order BOM
15. Onshape topics (PENDING UPDATE)
- Registering and set up
- Creating a BOM in Onshape
- Extract geometric data from Onshape Parts
- Add a BOM to an Onshape drawing
- Sharing data inside and outside a team
- Using the Mass property
- Generate a multi-level BOM in Onshape
- Creating an inventory (parts catalog)
- Onshape user defined BOM template
- Onshape standard content