Content

Welcome to OpenBOM documentation

How to access OpenBOM support

Can’t find what you need? Tell us on support@openbom.com, we’ll be immediately on it!

Start here: Essentials for getting started with OpenBOM

How to start using 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

CAD Integrations

• 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®

The Basics

• 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

BOM Properties

• 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

Change Management

• Change management overview
• BOM revisions
• History of changes
• Creating a change report
• Capturing BOM changes with Excel

Parts Catalogs

• How to create a Part Catalog and manage Part Numbers
• Adding McMaster-Carr part info to a BOM
• 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

Sharing and Collaboration

• Sharing a BOM
• Creating a shareable and interactive BOM
• Sharing data inside and outside a team

BOM Templates

• Creating a simple BOM template
• Creating an inventory template

Multi-level BOMs

• Generating a multi-level BOM
• Multi-level BOM support in CAD plugins

Production Planning and Order BOM

• How to create an Order BOM

Onshape topics

• 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