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How to Create a BOM Using MS Excel

by Tricia Goss

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.

Step 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."

Step 2

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

Step 3

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

Step 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.

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

Items you will need

  • MS Excel 2003 or 2007
  • Internet connection

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