OpenBOM™ is a registered Trademark of Newman Cloud, Inc. | © 2022
Frequently Asked Questions (FAQ)
Pricing & Account Questions
Our subscription plans and prices can be found here on our pricing page. We now offer monthly or yearly payment options.
Yes, we offer a non-commercial subscription plan for single users that only need a limited number of OpenBOM functions. To see what this subscription plan offers, go to our pricing page. We also offer a 14-day free trial to try out our Professional User, Professional Team, or Company subscription tiers.
You can check out our free subscription plan and what it offers on our pricing page or go directly to the registration page here. We also offer a 14-day free trial to try out our Professional User, Professional Team, or Company subscription tiers.
To cancel your subscription, you need to send a written notice five (5) days prior to the end of your monthly subscription, or thirty (30) days prior to the end of your annual subscription to our support team: support@openbom.com.
To delete your free account, please contact support@openbom.com.
Check more information in our Terms of Service here.
Y can change your payment method by navigating to the Billing page in the OpenBOM application. OpenBOM uses Stripe as its payment system, which is embedded directly in your OpenBOM account interface.
No, we do not issue refunds (for the current billing cycle or previously purchased months). You can cancel your account by contacting us at support@openbom.com and your subscription will end when your last payment period finishes and we will not charge you any further after.
If you upgrade to a higher subscription plan, we will refund for the unused portion of your subscription (monthly or annual).
Yes, all of our subscription plans are available online on our pricing page and can be purchased using a credit card. The billing process is embedded in OpenBOM application, you can select what plan to subscribe to and check-out in the application.
The invoices are available via Billing page. If you have any questions, please contact support@openbom.com.
To get a free trial, you can find the link on our pricing page or go directly to the trial sign up page here and fill out the form. Our free trial is for 14 days for our Professional User, Professional Team, or Company subscription tiers.
No, our free trial is only for 14 days and cannot be extended automatically. To continue using OpenBOM after the trial period is over, you can purchase a risk-free monthly subscription from our pricing page and you cancel at any time. In some situations, OpenBOM sales can extend a trial based on the situation and your needs to finish the evaluation and/or demonstrate the product to your management or other team members.
No, OpenBOM is not available on premise for any of our main subscription plans. However, for users with the Enterprise subscription plan, it is possible to rollout OpenBOM in a separate AWS account, but you would need to consult the price by sending us a request at support@openbom.com.
Check OpenBOM billing page – available for Team Owner account. You should be able to access all invoices there. If you’re not getting email with the invoices, please check the spam folder. If you have more questions, contact support@openbom.com.
To change your billing email address, sign into your OpenBOM account. From the Dashboard, click on your name in the top-right corner of the screen and choose “Profile” from the drop-down menu. In the User Profile window, type your new email address in the “Billing email” field and click on “Update”.
Navigate to Billing page in your account to change the billing email.
Yes, when you contact our support team you are speaking with a real person on our OpenBOM team. Even if you send a message via our chat bot, our team receives those messages and will get in contact with you to better assist you as soon as possible.
CAD Integration Questions
We support most versions of CAD systems you might be using out of the box – Solidworks, Fusion360, Onshape, Autodesk Inventor, Solid Edge, and others. You can find a list of integrations we support here. If for some reason, you have a problem with the version of CAD system you’re using, please contact support@openbom.com and we will fix the problem.
Yes, any data can be imported from CAD to OpenBOM.
Our CAD integrations have been built using the best-in-class technology and can be installed and connected to your OpenBOM account in just minutes. Our Import Data from CAD page provides links to download the plug-ins and quick instructional videos to guide you through the integration. Check out our Integrations page to find a list of all the CAD, PDM, PLM, and cloud file storage system integrations we support.
Yes, OpenBOM is fully integrated with Oracle NetSuite and available with the Enterprise subscription. This page is a guide to integrating and using NetSuite with OpenBOM. You can contact us at support@openbom.com if you need assistance.
Yes, OpenBOM is a certified Dassault Systemes SOLIDWORKS solution provider. SOLIDWORKS add-in is available with the subscription. SOLIDWORKS PDM is available as part of our Enterprise subscription plan. You can download the plug-in, learn more about the features, and watch short videos to go through the integration process here.
OpenBOM is Alitum partner. On this page you can download the plug-in. Our YouTube channel provides a quick instructional video on how to create a BOM with Altium Designer in just 5 minutes.
OpenBOM is Autodesk partner. On this page you can download the plug-in. Our YouTube channel provides a quick instructional video on how to create a BOM with Autodesk Eagle in just 3 minutes.
OpenBOM is Autodesk partner. On this page you can download the plug-in. Our YouTube channel provides a quick instructional video on how to create a BOM with Autodesk Fusion 360 in just 6 minutes.
OpenBOM is Autodesk partner. On this page you can download the plug-in. Our YouTube channel provides a quick instructional video on how to create a BOM with Autodesk Inventor in just 5 minutes.
On this page you can download the plug-in. Our YouTube channel provides a quick instructional video on how to create a BOM with SOLIDWORKS in just 5 minutes.
On this page you can download the plug-in. Our YouTube channel provides a quick instructional video on how to create a BOM with Solid Edge in just 6 minutes.
On this page you can download the plug-in. Our YouTube channel provides a quick instructional video on how to create a BOM with Onshape in just 5 minutes.
OpenBOM Use & Functionality Questions
Yes, our Team subscription plan shares data automatically with your team.
Yes, OpenBOM is available globally.
Yes, BOMs will be updated and merged based on changes you make.
OpenBOM manages files via reference property type. You can add any number of reference properties to OpenBOM objects and by doing so, add multiple files to items, BOM parts, orders, POs and vendors, and custom objects. Check more for our documentation – File Management.
Yes, OpenBOM Design Folders functionality provide a mechanism to manage CAD and other files, perform lock (check-out/check-in) and version mechanism for files. It is integrated with CAD systems supported by OpenBOM.
There are a few ways to create a BOM: manually, from a spreadsheet, or from CAD.
To create a BOM manually, you should always be able to use the Create > Create BOM command in the top left-corner of the Dashboard.
To create a BOM from a spreadsheet this article will guide you through it. Use the Create > Import BOM command.
To import from your CAD system, this article will provide you with links to download the plug-ins and our instructional “First 5 Minutes” videos for each CAD system to walk you through the integration and how to create your first BOM.
BOM properties could appear to be missing because they are hidden in the BOM view or because they don’t exist and need to be added. Check if you have a user-defined view applier. All properties must be visible when “View is Off”. You can customize the view by using “Edit view command”. Also you can re-arrange the order of the properties by applying user-defined views. This is a recommended option. In simple cases, you can use property order command, but we recommend always to apply user-defined view to ensure the correct property order is enforced.
Sharing with OpenBOM is very simple and you can read more about it here on our Sharing Data and Collaborating page. If you are working with a Team subscription plan, you simply add a member to your team by going to Dashboard > Administration tab > Team and clicking the “Create New” button. You then register their email address and set their permissions. Your BOMs and catalogs will be shared automatically with them and updated in real time. You can also share individual BOMs or catalogs using the Share button in toolbar at the top-right corner of the BOM/catalog dashboard screen.
Our Planning BOMs and Purchase Orders page details the OpenBOM design to production process and explains how to generate purchase orders. To create a purchase order, follow these steps:
- Open a completed BOM that has all information filled in (QOH, quantities, etc.).
- Click on “Orders” at the top of BOM dashboard screen.
- In the Orders panel that opens click on “Create”.
- Fill in the number of units to order and a description then click “Save”.
- In the Orders panel click on the order link to open it.
- When the order BOM is ready, click on “Create/Update Purchase Order” at the top of the order BOM dashboard.
- Find your purchase order by going to the Dashboard > Production Planning tab > Purchase Orders.
You need to have the Team subscription plan and be a Team Administrator to add new members to your team. You can create new users or add existing users. Follow these steps to create a new team member:
- Go to Dashboard > Administration tab > Team.
- Click on the green “Create New” button and type in the new user’s email address.
- Set the user’s permission level and then click on “Add User”.
Our Managing Changes and Revisions page explains about change history, change reports, BOM revisions, and more. In the BOM there is a Revisions menu above the toolbar at the top. There you can select a revision, create and view change requests, and view the change history of your BOM.
We have a very detailed article about Importing Data from Spreadsheets here. We also have many videos to help you on our YouTube channel, like this video on how to move from a spreadsheet to Openbom in less than 10 minutes.
To export to Excel or Google Sheets, check out our detailed article about exporting BOM and catalog data here.
We recommend you use the Revision commands to preserve the history of baselines. It will give you an easy way to navigate back and compare your revisions.
If for some reason you made a change that requires you to restore the old data, please contact us at support@openbom.com with your OpenBOM account email, BOM part number (or catalog name), and the date that you want to restore it to. Also, please share the BOM or catalog with our support team and provide us with the URL to the BOM or catalog.
In the future we hope to add this as a feature in the dashboard.
If you would like to change your team administrator, send us a request at support@openbom.com.
Security Questions
Yes, it is safer than on premise software. There are no physical servers. AWS infrastructure is secured and we pay great attention to security and privacy. The data is encrypted in transit and at rest. Check our website for terms and privacy statements.
NO. Your data is securely accessed only by you, using your login and password. Until you share data, NOBODY has access to your information.
Absolutely. At any moment in time you can download your data.
NO. BOM access is secure and ONLY YOU have access, unless you share it with your colleagues and contractors.
Your privacy is our priority. Read our terms of service and privacy policy online.
If you didn’t find the answer to your question here, feel free to send us a message via support at openbom dot com.