How Do I Save a BOM Template in SolidWorks?

by

Are you looking to save a Bill of Materials (BOM) template in SolidWorks? You’ve come to the right place! In this article, we will guide you through the step-by-step process of saving a custom BOM template in SolidWorks.

Step 1: Creating the BOM

If you haven’t already done so, start by creating a BOM in your SolidWorks assembly or drawing. To create a BOM, follow these steps:

  1. Open your assembly or drawing file in SolidWorks.
  2. Navigate to the “Insert” menu and select “Tables” > “Bill of Materials”.
  3. Select the desired options for your BOM, such as including/excluding certain components or properties.
  4. Position the BOM table on your drawing or assembly as needed.
  5. Customize the appearance of the BOM by adjusting column widths, font sizes, etc.

Step 2: Saving the Template

To save your customized BOM template for future use, follow these simple steps:

Option A: Save from an Existing Drawing/Assembly:

  1. Select the existing drawing or assembly file that contains your customized BOM.
  2. Navigate to the “File” menu and choose “Save As”.
    • Select a location on your computer where you want to save the template.
      • Name the file with a recognizable name, such as “Custom_BOM_Template.sldbomtbt”.
      • Choose the appropriate file type from the “Save as type” dropdown menu.
      • Click “Save” to save your custom BOM template.

Option B: Save from the BOM Property Manager:

  1. Select the BOM table in your drawing or assembly.

Note:

If you want to use this custom BOM template for all future drawings or assemblies, you can save it in SolidWorks’ default templates folder. By doing so, it will automatically be available in the “Tables” dropdown menu whenever you create a new drawing or assembly file.

Congratulations! You have successfully saved a custom BOM template in SolidWorks. Now you can use this template for all your future projects, saving time and effort in creating consistent and professional-looking Bill of Materials tables.

Remember, having a well-organized and visually engaging BOM can greatly enhance the readability and understanding of your designs. So make sure to customize your BOM template according to your specific requirements.

Happy designing!