How to Create a BOM Using MS Excel

Explain costs with a BOM.

A BOM is a bill of materials, which lists in detail the materials, components and quantities of materials that go into a specific job or end product. A BOM helps you to determine the final bill and to explain cost disbursement to your customers. You can create a thorough bill of materials using Microsoft Excel without extensive effort by downloading a BOM template.

Things You'll Need

• MS Excel 2003 or 2007
• Internet connection

Instructions

1. Start Excel by double-clicking the Excel icon on your taskbar or desktop, or click "Start," point to "Programs" or "All Programs" and select "Microsoft Excel."

2. Go to the "File" menu in Excel 2003 and select "New" or click the "Office Button" in Excel 2007 and select "New."

3. Type "bill of materials" into the "Search Office Online" under "Templates." Click "Go" or press "Enter."

4. Select the BOM template you want to use. Click "Download." The template opens as a new Excel worksheet. Go to the "File" menu in Excel 2003 or the "Office Button" in Excel 2007 and click "Save As." Enter a name for the worksheet and save the file in your desired location.

5. Enter the job name, material descriptions, costs and quantities and dates purchased or used. Save the file again before closing and print as needed.

References

• Microsoft Office Online Excel 2003: About Excel templates
• msoffice-tutorials-training: Excel Template--How to Create and Use it?
• Microsoft Office Online Excel 2007: Where do I find templates?

Resources

• Read this Article in Spanish