Professional | ~2 hr. 40 min.

Bill of Materials Management in Upchain

Course | Outcomes and capabilities
Upchain streamlines Bill of Materials management with powerful browser-based and Office tools. This course explores core BOM concepts, and provides 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. This course explores core BOM concepts, and provides 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 completing this course, 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

~25 min.
Introduction and Core Concepts of BOM Management in Upchain
Module

In this module, you will learn about items in Upchain, including numbering, item types, statuses, and revision numbers. Next, you will explore the bill of materials interface and become familiar with interacting with items. Finally, you will learn about the BOM filters available and how to create a custom BOM view so you can see the information most relevant to you.

~25 min.
Working with Items in Upchain
Module

In this module, we begin to work with the items in the bill of materials. First, we explore the wealth of information available within the item details panel 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.

~45 min.
Item Creation and Collaboration Tools in Upchain
Module

In this module, you will continue working with items in your BOM. You will be introduced to two ways to add items to your BOM: first through the BOM interface directly, and second through the Upchain for Office plugin using an Excel spreadsheet. 

~35 min.
Categorization, Searching, and Exporting in Upchain
Module

In this module, you will learn how categorization and category attributes can be used to organize and define subsets of items. Next, you will learn how to use Advanced search to perform powerful searches across all of your projects - categorization becomes especially useful here. Finally, you will learn how to export data from Upchain, including item and BOM reports as well as CAD, drawing and translation files in bulk.

~30 min.
Electrical CAD in Upchain
Module

In this module, 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.