From BOM to Purchase Order
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Categories
- 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
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One of the most powerful features of OpenBOM is the ability to transfer CAD and related files (Drawings, PDF, etc) from your desktop CAD tool to your favorite cloud storage area. The benefit of storing your important data in the […]
OpenBOM Views is a very powerful mechanism, which allows only to display the data you need. In one of my earlier step-by-step lessons I demonstrated how to create views and control what columns (properties) will be displayed in each view. […]
Overview The ugly fact is that most companies have BOMs and/or Catalogs (inventories) stored in Excel. OpenBOM has a variety of features to help you import and export this information directly to OpenBOM. This section will take you through: Importing […]
A Catalog (formerly called a Part Catalog) is a central location for storing information about any item which may be used in a Bill of Material. Essentially anything in your company which has a part number can be an entry […]
This section will guide you through completion of the Inventor plug-in setup. The OpenBOM plug-in connects your Inventor desktop installation to OpenBOM’s powerful cloud application through the use of an Inventor plug-in. The installation and setup of the plug-in is […]
This chapter will provide an understanding of the OpenBOM user interface. More details on each section below will be available in the help for that specific topic. Dashboard After you sign-in to OpenBOM you will see the Main OpenBOM Dashboard. […]
Public and private properties. Property Tables. In OpenBOM, a BOM Property is a data attribute, for example, Part Number, Quantity, Description. Think of a BOM property the same way you would a column header in a spreadsheet. There are […]
Properties are fundamental building blocks to create information in OpenBOM. After you define properties you need you can create Part Catalogs, Parts and Bill of Materials. You can create BOM in OpenBOM from scratch by using New Bill of Materials […]
Let’s talk about different BOM types. The fundamental flexible OpenBOM model remains the same. But we are adding many features and functions that will make your OpenBOM experience much easier. In addition to two existing BOM types — (1) Multi-level and (2) […]
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