You can attach and upload multiple documents directly to a BOM at the line item level. Document types supported include PDFs, images, spreadsheets, CAD files, and more, with a size limit of 10MB. This flexibility is crucial for New Product Introduction (NPI) projects, for when choosing to not immediately add all new parts to your Part Master.
Attaching Documents within a BOM
- Expand the BOM line item(s) and navigate to the “Manage Documents” icon.
- Clicking on the Manage Documents icon will bring up the “Manage Documents” modal, which allows you to add single or multiple documents to the BOM line item.
- Click on Browse to select your part document to import. The accepted file types include .csv., .tsv, .xls, .xlsx, Eagle .sch, KiCad.sch, .SchDoc, .pdf, .dmg, and image files.
- It will provide a message to confirm your "Upload successful".
- You will now see your uploaded document listed. It will list the Document Name, provide the ability to Share with Supplier, download a Copy, or Delete it if necessary.
- When you check the box to "Share with Supplier", then when using this BOM as a source file within an RFQ, your suppliers will be able to view and download the documents. It will display shared Documents for any parts assigned to them in RFQs within their Supplier Portal. This feature provides transparency and collaboration with suppliers by ensuring they have access to all necessary documentation.
Note: Attached line-level documents will not be added to the Part Master. They will only exist at the line level of the BOM.
The “Manage Documents” modal will also show any Part Master documents that are already attached to the part.
Part Master documents can be downloaded here from the modal, but they can not be deleted. File deletion can only be done in the Part Master module. Also, the setting of whether or not a Part Master document is shared with suppliers can not be modified in the Manage Documents modal.
BOM Line Item History
When a document is added or deleted to a BOM line item, then this will be kept track of in the BOM's line item history section.
BOM to RFQ Attachments
When a BOM is added to an RFQ, the attached documents will be automatically included in the RFQ for each corresponding line item, ensuring that all relevant information is readily available for suppliers.