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How to Edit a Bill of Materials in SolidWorks

edit bill of materials solidworks

BOM is a super important table that provides us with the list of parts that make up a CAD drawing. It helps the manufacturing department to get the correct number of components for a build kit or assembly unit.

Sometimes the balloon numbers in a SolidWorks drawing do not match with the items listed on a bill of materials (BOM). To fix this, we can link the drawing view to a BOM.

Part Number

BOMs are extremely important, as they make it easier for manufacturers to know exactly how many parts they will need to purchase and/or manufacture. They can also help prevent errors and improve workflows. An effective SOLIDWORKS BOM should contain specific information regarding the parts and assemblies used in a particular CAD drawing, as well as their quantity. A good BOM should also include references, notes, and other relevant information.

When working on a SolidWorks BOM, there are several ways to edit the part number of a component. You can change the BOM property in the Options Pane, or you can use a custom property to override SOLIDWORKS’ default part number label. If you choose to use a custom property, you should use a name that will differentiate it from the document name or configuration name, as it is easy to confuse these two properties with each other.

Another way to edit the BOM is to change its format in the Options Pane. Here you can select either a flat or hierarchical format, as well as the sort order of the components. You can also modify the default value for the BOM column headers. The flat BOM shows the list of all component items, while the hierarchical format displays only those that are inserted at the top level of the assembly.

When you link a view to a BOM, the item numbers of the parts in that view will respect the BOM item numbers. However, if you have a balloon attached to a general view and the BOM does not match the balloon item numbering, it may not be linked correctly. If you encounter this problem, try right-clicking on the view and choosing Properties. Then, select the ‘Link balloon text to specified table’ option and choose the correct table from the drop-down menu.

Unit of Measure

Most BOMs are multi-level and often indented to show the relationship (sometimes referred to as parent-child) between components, subassemblies and assemblies. These relationships help to avoid confusion and inventory mismanagement, especially during production. In addition, they can also help to reduce production delays and costs associated with shortages or overages of materials and resulting production downtime. BOMs are used by a wide range of different departments, including design and engineering, purchasing and materials management.

Most CAD software includes the ability to make a bill of materials. However, SolidWorks provides a more flexible and comprehensive BOM tool than most other programs. The BOM tool allows you to specify the quantities of each item in your drawing. This information is useful when making a purchasing list or calculating the cost of your project. You can also use the BOM tool to create a part numbering scheme and an assembly structure.

The BOM tool is accessed from the command ribbon in the Composer workspace. You can choose a standard table or customize a table to suit your needs. The standard tables include the BOM and REV table.

You can add or edit the contents of any column in a BOM by selecting the cell. Some editing operations only apply to an entire row or column in the table. To select an entire row, click the numbered cell at the left of the column. To select an entire column, click the lettered cell above it.

You can enable source information for a BOM by clicking the button in the Sources region of the BOM’s Columns tab. This is particularly helpful when generating a BOM for special-purpose use, such as for generation of a pick and place file. If you enable this, the BOM will automatically update when changes are made to placed components in the schematic.

Part Description

A bill of materials is an essential tool for any design. It provides a list of parts that make up a CAD drawing and contains their quantities, unique part number, and description. It’s used by manufacturing departments to ensure that every build kit or assembly unit has all of the needed parts. Having an effective BOM can reduce production errors and shipping delays.

A BOM can be viewed in different formats, including a single-level list and a multi-level list. The structure of a BOM determines how much information is displayed and how it’s presented. It can also contain notes and other important data. A BOM can be sorted by using a filter to display certain items. This is useful for a variety of reasons, including reducing the number of parts that appear in a large list and improving searchability.

You can easily create a custom BOM or REV table in SolidWorks by opening an existing drawing and selecting the Annotation tab. Click on the Bill of Material or Revision table command and choose a configuration from the drop-down menu. The BOM or REV table is then added to the drawing. You can edit the table by renaming its columns and adding new ones. You can even add a column utilizing custom properties from the part or assembly file by clicking on the Configure BOM Column button.

A multilevel BOM is more complex than a single-level one, but it offers more detail on the part and sub-assembly hierarchy. To be compatible with MRPeasy, a multi-level BOM must include the parent article code of each part in each line. To do this, you must use a macro that will modify your BOM to include the parent assembly part number in the first column.

Reference Designator

Most CAD software programs have the ability to create a BOM, but SolidWorks offers more options and features. A BOM is a list of all the parts, subassemblies and assemblies that are required to build a product. It also includes the number of each part and its cost. It is a useful tool for planning, manufacturing and procurement activities.

The reference designator is an important part of a BOM because it indicates where the component will be located in the product. It can help to avoid confusion and miscommunication during production. In addition, it can be used to track revisions to the BOM. A reference designator can be added to the top of a column in a table or to the column heading. It can be edited in the Table Formats dialog box.

A BOM can be displayed as either a table or a balloon in an assembly drawing. If a table-based BOM is saved with an assembly, it will automatically update when you add, delete or replace components. It can also be updated by selecting the Automatic update of BOM option in Tools > Options > Document Properties > Tables > Bill of Materials.

If a BOM is linked to a referred view, the balloons in the referred view may not match the table. To correct this, insert a new view or right click on the referred view and select “Properties”. Then, select the BOM you want to edit and press “OK”.

A good BOM record should include all the relevant information for each component in an assembly. It should also include references to any associated documentation, such as CAD drawings and work instructions. This will help to prevent mistakes that can lead to costly product quality issues and manufacturing scrap and rework. This is especially important for complex electronic products, where a single mistake can cost millions of dollars in development, qualification, and manufacturing time.


A bill of materials (BOM) is a very important part of any CAD drawing. It lists all of the parts in an assembly, their unique part number, and a description of the part. It also displays the quantity of each part in the assembly and how much of each part is needed to create a completed product. BOMs are used by manufacturing departments to ensure that the correct quantity of parts is ordered. Without them, life would be a lot more complicated!

Creating a bill of materials or revision table in SOLIDWORKS is easy. To begin, open an assembly file and click on the Annotation tab at the top of the screen. Select the Bill of Materials or Revision Table command from the drop-down menu. Then, select a template and click OK.

Once the table is in place, you can customize it by modifying its column headers, rows, and columns. You can also rearrange the order of the columns and rows. You can even hide columns that you don’t need. However, you should not delete columns as this could corrupt the table. Instead, use the ‘Hide Columns’ option.

SOLIDWORKS can also automatically update your BOM whenever you add, remove, or replace components. This feature is enabled by selecting the ‘Automatically update the BOM’ option in Tools > Options > Document Properties > Tables > Bill of Materials.

When you want to edit a BOM, double-click it or right-click it and select Edit. While the BOM is active, it displays with row and column headers and Excel toolbars replace the SOLIDWORKS toolbars. You can also change the layout of the table by rearranging the columns, changing the row height, or adding or deleting rows.