How Do I Edit a BOM Template in SolidWorks?

How Do I Edit a BOM Template in SolidWorks?

If you’re working with SolidWorks, you may have come across the need to edit a Bill of Materials (BOM) template. A BOM is a crucial component of any engineering or manufacturing project as it lists all the parts and components required to build a product.

Customizing the BOM template allows you to tailor it to your specific needs, making it easier to understand and work with. In this tutorial, we will guide you through the process of editing a BOM template in SolidWorks.

Step 1: Accessing the BOM Template

To begin, open your SolidWorks software and navigate to the assembly or drawing file for which you want to edit the BOM template. Once you have the file open, go to the “Insert” menu and select “Tables” followed by “Bill of Materials.” This will insert a default BOM into your document.

Step 2: Opening the BOM Template Editor

With the BOM inserted, right-click on it and select “Edit Bill of Materials.” This will open up the BOM Template Editor, where you can make changes to various aspects of the BOM.

Step 3: Modifying Column Properties

The first customization you may want to make is modifying column properties. To do this, click on any column in the editor, and a list of available properties will appear on the right side.

You can choose from options such as Part Number, Quantity, Description, Material, etc. Selecting one of these properties will add it as a column in your BOM.

  • Note: You can also modify column properties by clicking on an existing column header in the BOM table and selecting “Column Properties” from the context menu.

Step 4: Adjusting Column Order and Width

After adding the desired columns, you can adjust their order and width to enhance readability. To rearrange columns, simply click and drag them to your preferred position.

To change the width of a column, hover over the vertical line between two column headers until you see a double-headed arrow cursor. Click and drag this line to resize the column.

Step 5: Applying Formatting

If you want to apply formatting to specific cells or columns, right-click on them and select “Cell/Column Format.” Here, you can customize text appearance, alignment, borders, background color, etc. This allows you to highlight important information or make your BOM visually appealing.

Step 6: Saving and Using Custom Templates

Once you are satisfied with your modifications, click “File” in the BOM Template Editor and select “Save As.” Choose a name for your custom template and save it in a location of your choice. You can now use this template for future projects by selecting it from the “Table Style” dropdown menu in the BOM PropertyManager.

Note: SolidWorks provides several default templates that you can modify or use as reference when creating your custom template.

In Conclusion

Editing a BOM template in SolidWorks is a straightforward process that allows you to tailor the presentation of your bill of materials according to your needs. By adjusting column properties, order, width, applying formatting options, and saving custom templates, you can create professional-looking BOMs that are easy to read and understand.

Remember: A well-designed BOM can significantly improve communication and streamline your engineering or manufacturing processes.