Upchain streamlines bill of materials management with powerful browser-based and Office tools. Explore core BOM concepts and a detailed overview of the BOM interface and the various ways to create, organize, consume, and modify BOM data.
Upchain streamlines bill of materials management with powerful browser-based and Office tools. Explore core BOM concepts and a detailed overview of the BOM interface and the various ways to create, organize, consume, and modify BOM data. Having all the necessary parts and assemblies on hand before you start manufacturing a product helps improve supply chain agility.
After completion, you’ll be able to:
These downloadable resources will be used to complete modules in this course:
Learn about items in Upchain including numbering, item types, statuses and revision numbers. You'll explore the bill of materials interface, learn about the BOM filters and how to create a custom BOM view so you can see the information most relevant to you.
Module outline
Learn the fundamental concepts related to items and bills of materials in Upchain. You’ll explore the BOM interface and learn how to display the information most relevant to you in your BOM.
This content takes approximately 25 minutes to complete. By the end, you should be able to:
Here we begin to work with the items in the bill of materials. First, we explore the information available within the item details pane and edit item attributes. Next, we modify a BOM using the move, copy and paste item functions. Finally, we attach documents to an item and locate additional CAD and non-CAD documents associated with an item.
Module outline
Learn to work with items in the BOM interface and modify a bill of materials.
This content takes approximately 25 minutes to complete. By the end, you should be able to:
Learn two ways to add items to your BOM: through the BOM interface directly, and through an Excel spreadsheet import. Once the items have been added to your BOM, we will look at how to view documents using the PDF Viewer and the 3D viewer and how to create markups using these tools. Finally, we learn how to use Investigation requests to communicate potential design changes.
Module outline
Learn how to create items in your BOM, and view and manage documents attached to them. You’ll also learn how to formally communicate design ideas and potential changes with other stakeholders through the process of an Investigation Request.
This content takes approximately 40 minutes to complete. By the end, you should be able to:
Learn how categorization and category attributes can be used to organize and define subsets of items. Next, we use Advanced search to perform powerful searches across our projects – categorization becomes especially useful here. Finally, we learn how to export data from Upchain, including item and BOM reports as well as CAD, drawing and translation files in bulk.
Module outline
Learn how to organize and define subsets of items, and use those to perform powerful searches across all of your projects. You’ll also learn how to export valuable information from the BOM interface.
This content takes approximately 25 minutes to complete. By the end, you should be able to:
Here we take you through importing electrical CAD to Upchain and managing electrical designs as items. We will start by preparing eCAD files and exploring plugins in Upchain, including the Altium Exporter plugin. Next, we will look at importing and managing eCAD items in Upchain for success.
Module outline
Here we take you through importing electrical CAD to Upchain and managing electrical designs as items. We will start by preparing eCAD files and exploring plugins in Upchain, including the Altium Exporter plugin. Next, we will look at importing and managing eCAD items in Upchain for success.
This content takes approximately 30 minutes to complete. By the end, you should be able to:
