Problem

This article describes the process to create a custom Bill of Materials (BOM) template in a SOLIDWORKS Drawing.

Solution

1. Open SOLIDWORKS and open an existing drawing file with a drawing view

2. Go to Insert > Table > Bill of Materials

   

3. Select the drawing view

4. Adjust the Bill of Materials settings as desired in the Property Manager window that comes up

   

5. Click the Green Checkmark when done adjusting settings
6. Place the BOM by left-clicking in the graphics area

7. Right-click a row or column and go to Insert to add additional rows or columns as needed

   

8. Adjust the Column type by double-left-clicking it at the top. A dialog box appears above the column with the column type and property name lists. 

   

9. When ready to save the BOM Template, right-click the BOM to select "Save as"

   

10. Select a location to save the BOM Template in and give it a name. The default location is: 
    C:\Program Files\SOLIDWORKS Corp\SOLIDWORKS\lang\english. 
11. We recommend saving the Custom Template in a separate location to avoid SOLIDWORKS Upgrade issues in the future. A BOM Template location can be added from Options > System Options > File Locations > BOM Templates.

12. Press "Add" to browse to the location to add, then click "OK" to accept the changes

    

13. To make the new location the default BOM Template, use the "Move Up" button shown in the image above to move the file location to the top of the list.

14. Start a new BOM, and in the property manager, it will say what template is being used at the top. Click the star button to browse to a different BOM template to use instead.

    

For additional support, existing customers can submit a ticket or new customers can contact Hawk Ridge Systems.