Bill of Materials Management in Upchain
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:
- Manage your bill of materials (BOM) in Upchain
- Use BOM filters, custom views and number item types
- Explore information about the BOM, modify the BOM and attach CAD and non-CAD files to items
- Add items to your BOM and create markups and investigation requests to communicate changes
- Organize and define subsets of items
- Perform powerful searches
- Share data outside of Upchain
- Manage electrical BOM by importing electrical CAD files
Course modules
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.
Here we begin to work with the items in the bill of materials. First, we explore the information available within 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.
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.
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.
Here we take you through importing electrical CAD to Upchain and managing electrical designs as items. We will start by looking at the files needed to import your eCAD items into Upchain, including an Excel template and the requirements for an Excel electrical bill of materials. From there we explore the Altium Exporter plugin and discuss how this plugin will assist in the preparation of files for importing into Upchain. Next, we will look at the import process for your eCAD BOM items. Lastly, we will look at how to Check out and Check in eCAD BOM items.