{"id":16407,"date":"2017-04-06T11:00:12","date_gmt":"2017-04-06T15:00:12","guid":{"rendered":"https:\/\/blogs.solidworks.com\/tech\/?p=16407"},"modified":"2017-04-06T10:18:08","modified_gmt":"2017-04-06T14:18:08","slug":"setting-up-bill-of-materials-your-way","status":"publish","type":"post","link":"https:\/\/blogs.solidworks.com\/tech\/2017\/04\/setting-up-bill-of-materials-your-way.html","title":{"rendered":"Setting Up Bill of Materials Your Way!"},"content":{"rendered":"<p>One of the first questions we get from new SOLIDWORKS users is how to set up their Bill of Materials (BOM) to match company standards. We do this by first setting up a Bill of Materials, arranging it as needed, then saving it as a template for future use.<\/p>\n<p>Start by adding the Custom Properties needed to your parts in your assemblies. Use the standard list of properties as a starting point:<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/1-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16408 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/1-6.png\" width=\"440\" height=\"604\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/1-6.png 440w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/1-6-219x300.png 219w\" sizes=\"auto, (max-width: 440px) 100vw, 440px\" \/><\/a><\/p>\n<p>Then create a BOM\u00a0using a default template by using <strong>Insert, Tables, Bill of Materials<\/strong>:<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/2-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16409 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/2-6.png\" width=\"472\" height=\"359\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/2-6.png 472w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/2-6-300x228.png 300w\" sizes=\"auto, (max-width: 472px) 100vw, 472px\" \/><\/a><\/p>\n<p>You can add additional columns by right-clicking on the new BOM\u00a0and selecting <strong>Column Right<\/strong> or <strong>Column Left<\/strong>:<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/3-7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16410 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/3-7.png\" width=\"937\" height=\"342\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/3-7.png 937w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/3-7-300x109.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/3-7-768x280.png 768w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/3-7-615x224.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/3-7-728x266.png 728w\" sizes=\"auto, (max-width: 937px) 100vw, 937px\" \/><\/a><\/p>\n<p>Then, link the column to Custom Properties by clicking on the Column Header and selecting the property from the pull-down list (custom properties must be inserted into one of the assembly components to appear in the pull-down list, such as Cost, Vendor, etc.):<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/4-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16411 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/4-6.png\" width=\"859\" height=\"488\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/4-6.png 859w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/4-6-300x170.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/4-6-768x436.png 768w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/4-6-615x349.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/4-6-728x414.png 728w\" sizes=\"auto, (max-width: 859px) 100vw, 859px\" \/><\/a><\/p>\n<p>Adjust the font type and size by clicking anywhere on the BOM, and using the fly-out:<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/5-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16412 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/5-5.png\" width=\"759\" height=\"365\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/5-5.png 759w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/5-5-300x144.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/5-5-615x296.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/5-5-728x350.png 728w\" sizes=\"auto, (max-width: 759px) 100vw, 759px\" \/><\/a><\/p>\n<p>You can rearrange the columns by clicking on a column header top and dragging left to right:<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/6-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16413 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/6-6.png\" width=\"657\" height=\"497\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/6-6.png 657w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/6-6-300x227.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/6-6-615x465.png 615w\" sizes=\"auto, (max-width: 657px) 100vw, 657px\" \/><\/a><\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/7-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16414 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/7-5.png\" width=\"646\" height=\"509\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/7-5.png 646w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/7-5-300x236.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/7-5-615x485.png 615w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/a><\/p>\n<p>You can move the title Table Header from Top to Bottom, and vice versa:<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/8-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16415 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/8-3.png\" width=\"1168\" height=\"837\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/8-3.png 1168w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/8-3-300x215.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/8-3-768x550.png 768w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/8-3-615x441.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/8-3-728x522.png 728w\" sizes=\"auto, (max-width: 1168px) 100vw, 1168px\" \/><\/a><\/p>\n<p>Resize the Bill of Materials by selecting it, then resizing by dragging on the handle on the lower right corner.<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/9-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16416 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/9-2.png\" width=\"926\" height=\"557\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/9-2.png 926w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/9-2-300x180.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/9-2-768x462.png 768w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/9-2-615x370.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/9-2-728x438.png 728w\" sizes=\"auto, (max-width: 926px) 100vw, 926px\" \/><\/a><\/p>\n<p>Resize individual columns by selecting the column and dragging the separator to the right or left.<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/10-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16417 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/10-2.png\" width=\"928\" height=\"304\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/10-2.png 928w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/10-2-300x98.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/10-2-768x252.png 768w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/10-2-615x201.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/10-2-728x238.png 728w\" sizes=\"auto, (max-width: 928px) 100vw, 928px\" \/><\/a><\/p>\n<p>Remember to save your work as a new template by right-clicking on the table and selecting <strong>Save As\u2026<\/strong><\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/11-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16418 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/11-2.png\" width=\"734\" height=\"505\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/11-2.png 734w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/11-2-300x206.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/11-2-615x423.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/11-2-728x501.png 728w\" sizes=\"auto, (max-width: 734px) 100vw, 734px\" \/><\/a><\/p>\n<p>Bill of Materials template (.sldbomtbt). To find and set your default location \u2013 <strong>Tools, Options, System Options, File Locations, BOM Templates<\/strong><\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/12-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16419 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/12-2.png\" width=\"1169\" height=\"532\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/12-2.png 1169w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/12-2-300x137.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/12-2-768x350.png 768w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/12-2-615x280.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/12-2-728x331.png 728w\" sizes=\"auto, (max-width: 1169px) 100vw, 1169px\" \/><\/a><\/p>\n<p>One last tip \u2013 you can also start by creating your new Bill of Materials in the assembly FIRST (by selecting BOM from the Assembly toolbar):<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/13-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16420 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/13-2.png\" alt=\"Bill of Materials\" width=\"1142\" height=\"711\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/13-2.png 1142w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/13-2-300x187.png 300w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/13-2-768x478.png 768w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/13-2-615x383.png 615w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/13-2-728x453.png 728w\" sizes=\"auto, (max-width: 1142px) 100vw, 1142px\" \/><\/a><\/p>\n<p>Then inserting it into the drawing, linking to an existing Bill of Materials by clicking Bill of Materials on the Assembly toolbar:<\/p>\n<p><a href=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/14-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-16421 size-full\" src=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/14-2.png\" width=\"368\" height=\"424\" srcset=\"https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/14-2.png 368w, https:\/\/blog-assets.solidworks.com\/uploads\/sites\/4\/14-2-260x300.png 260w\" sizes=\"auto, (max-width: 368px) 100vw, 368px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the first questions we get from new SOLIDWORKS users is how to set up their Bill of Materials (BOM) to match company standards. We do this by first setting up a Bill of Materials, arranging it as needed,<\/p>\n... <a href=\"https:\/\/blogs.solidworks.com\/tech\/2017\/04\/setting-up-bill-of-materials-your-way.html\">Continued<\/a>","protected":false},"author":365,"featured_media":16420,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1475,35,36],"tags":[1340,767,527,1212,1804,60,453],"class_list":["post-16407","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solidworks-2017","category-tips-tricks","category-usability","tag-bill-of-materials","tag-bom","tag-custom-properties","tag-features","tag-frequently-asked-questions","tag-tech-tip","tag-tips-and-tricks"],"acf":[],"_links":{"self":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts\/16407","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/users\/365"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/comments?post=16407"}],"version-history":[{"count":5,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts\/16407\/revisions"}],"predecessor-version":[{"id":16426,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/posts\/16407\/revisions\/16426"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/media\/16420"}],"wp:attachment":[{"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/media?parent=16407"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/categories?post=16407"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.solidworks.com\/tech\/wp-json\/wp\/v2\/tags?post=16407"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}