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
- 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
- Integrations
Welcome to OpenBOM documentation!
We are in the process of complete re-write of the documentation. Can’t find what you need? Contact support at openbom dot com we’ll be immediately on it! OpenBOM Old documentation is available here (you will still find it useful).
Registration and Sign-in
Registration and account verification
Login and passwords
What if I cannot login?
Quick Start
- OpenBOM Data Management Fundamentals
- Create BOM or Catalog from Scratch
- Best Practices of Import BOM or Catalog from Excel or Spreadsheet
- Importing BOM from CAD systems using OpenBOM plug-ins
Getting Started
Import your first BOM from Excel
Import your first BOM from CAD
Dashboard and user interface
Create BOMs
Create multi-level BOM
Create Catalog and use it with BOM
Create Parts
Import data
User defined views
Integrations with CAD systems
- Dashboard
- Create BOM and Catalog
- Import, Search and Folders
- Search
- Bill of Materials
- Part catalogs
- Folders
- Views
- Property tables
- Data Share
- Dashboard configuration
- Change report
- History
- Import BOM from Excel
- Export
- Info Panel
- Team Administration
- Integrations
- Help menu
Import and Export, Integrations with CAD and ERP
- Importing from Excel to BOM and Catalogs
- Exporting from OpenBOM to a variety of formats
- Installing or updating a CAD integration
- OpenBOM Solidworks Integrations
- Oracle Netsuite Integration
OpenBOM model and concepts
- Properties and property types
- Public and private properties
- Catalog concepts
- Parts, Part Catalogs and Bill of Materials
- BOM: Single-level, Multi-level, Flattened
- Share and collaborate
- Team Views
- Formulas, Totals and Roll-ups
Bill of Materials & Catalog
- Manage BOMs and Catalogs
- Data share and simultaneous edit
- Single level & Multi-level BOM
- Revisions and history of changes
- User defined views and custom properties
- Calculations, Rollups and Formulas
- CAD plugins (see list in FAQs, below)
- Import / Export (Excel, PDF, CSV)
Production Planning & Purchase Order
- The production planning process
- Company logo support in reports
- Flattened BOM
- Vendors
- Vendors and Vendor Lists
- Order BOM
- Purchase Order
- Order BOM and Purchase Orders
- Quantity on Hand and Gaps calculation
API & Custom Integrations
Team
Security, Hosting & Integrations
Old documentation page
OpenBOM Old documentation is available here (you still can find it useful)
Thank you,
Your OpenBOM Team.
openBoM™ 2019 (C) Newman Cloud Inc.