Uploading Your First BOM
How to Upload and Scrub a BOM using Breadboard
Step-By-Step Guide
- Go to the Project Management screen
- Click the Upload button in the top right
- Input Basic Information (Optional)
- Information such as customer, account owner, supplier profile, due date, description, attachments, and more.
- Click the Next Button
- Upload a File
- Choose your BOM file or drag and drop. The file can be PDF, CSV, or Excel format. Select a sheet to import (If there are multiple sheets). Add Batch sizes.
- Click the Continue Button in the top right
- If your are uploading a PDF, you will need to select the table(s) you want to pull in from the PDF. This ensures the correct data is being extracted for further processing.
- Select the Header Row
- This makes it easier to map the columns. You can proceed without a clear header, but it simplifies the mapping process.
- Map the Columns
- Map the columns to the appropriate Breadboard categories.
- Tip: For BOMs with alternates across rows, use the "Line Item / Number" category to collapse on a common value.
- Tip: Utilize the delimiter functionality or map multiple columns to MPN to handle alternates.
- Tip: Reach out for assistance if needed; Breadboard is designed to handle most scenarios effectively.