Generate a Template for BOM Export

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If you have a BOM template that you use to create your BOM, you can generate a BOM Export template. You can save this template as either a global or a personal template. After your template is saved, you can re-use it without reformatting your uploaded file.

After you have gone through the steps of uploading a parts list you can save the configurations to a template as described in the steps that follow.  

To save configurations to a template

1.Select the Create New Template Button_Plus button to open the New Template pop up.

2.Enter a name for the template for which you are saving the configuration.  

3.If the template is to be used by other users, select the Global check box. Then click the Add button.  

 

Using an Advanced Export Template

Using an Advanced Export Template

 

The saved template is included in the Template drop-down list. You may also make any template the default by selecting a template and clicking the Set Selected Template as Default Button_Add button. The default template loads automatically each time you open BOM Export. Click the Clear Default Template Button_Cancel button to clear the default setting. If you make a change to the template, you may save the changed template by clicking the Save Changes to Selected Template Button_SaveChanges button. Click on the Delete Selected Template Button_Delete button to delete the selected template.

 

Save Changes to Selected Template

Save Changes to Selected Template