OpenBOM™ is a registered Trademark of Newman Cloud, Inc. | © 2022
Efficient management of Bills of Materials is essential for ensuring smooth product development and manufacturing processes. This section focuses on two key aspects: utilizing BOM templates to streamline BOM creation and exporting BOM data in various formats to facilitate effective collaboration and data sharing.
The “Save As Template” feature allows you to save a BOM as a template for future use, streamlining the process of creating similar BOMs.
Navigate to the BOM page. (In this example, “Complete Door Lock Unit”)
Locate and click on the “Save as Template” menu, found next to the share menu.
A new window titled “Save as Template” will appear.
Enter the necessary information. (In this example, Name: “NPD_NPI”)
Confirm by clicking the “Save” button.
A message will appear confirming that the template was successfully created.
The created template will be available in the Template Menu under the Administrator Menu.
Fig 1: BOM Save As Template
This process ensures you can easily reuse BOM structures, improving efficiency and consistency in your workflows.
Locate and select the BOM you want to export from.
Access the export option by clicking on the “Export” menu located at the top right corner of the screen.
After clicking the export menu, a window will appear presenting export options.
Fig 2: Export BOM
Choose the specific details or properties you want to include in the export.
Decide on the format in which you want the catalog to be exported. In this example, we will select PDF.
Specify the desired format for the export.
Confirm your selections and initiate the export process by clicking on the “Export” button.
Mastering BOM templates and export functionalities in OpenBOM enhances workflow efficiency and data integrity across your organization. By leveraging the “Save As Template” feature, you can standardize BOM creation for consistent project execution, thereby saving time and reducing errors. Exporting BOMs in Excel, CSV, or PDF formats enables seamless communication and decision-making, supporting agile product lifecycle management. These practices not only optimize operations but also contribute to sustained productivity and competitiveness in your industry.
OpenBOM™ is a registered Trademark of Newman Cloud, Inc. | © 2022