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Importing a Bill of Materials (BOM)

Import Service Bill of Materials (SBOMs) into Zea Parts.

Last edited 161 days ago by Rob Haines

Applicable to:

Zea Parts

Organization Owners and Admins

Overview

An Service Bill of Materials (SBOM) is a list of parts specific to a manufactured product and includes information on all parts in an assembly, up to the root assembly. Multiple SBOMs are imported as a folder of spreadsheets, one for each manufactured product, and can include other data such as descriptions. If the same part appears in multiple SBOMs, it will not be duplicated across the system; instead, Zea Parts uses a single instance of the part.

Importing SBOMs provides three main benefits:

Provide an Explicit Structure:

An SBOM allows you to control the structure of the SBOM shown to customers.

Display Non-3D Items in Your SBOM:

The SBOM can specify any part to be shown in the tree, even parts without associated 3D models or parts that have 3D models but are not part of the same assembly (e.g., peripheral items included in the box with the product).

Control the Loading of 150% CAD Models:

Some manufacturers provide multiple variations of a product in a single CAD model and hide/show various options to display a specific configuration. The BOM for a specific product should specify exactly which options were included when manufacturing the product. The BOM loaded into Zea Parts can control the loading of these configurations.

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Download the Template File

This file shows the basic columns that can be imported. Columns marked with with an * are Default Fields.

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zea-sbom-template.xlsx

70.6 kB

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Open the Zea Sync Desktop App

Launch the Zea Sync app on your desktop.

Choose SBOMs from the options.

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Select Your Folder

The SBOMs Settings dialog will open the first time you enter (if it does not open, click ⚙️ in the top right).

Click on the Select folder button.

Browse to the location of the folder containing your SBOM spreadsheets and select it.

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Explore the interface

A) Toolbar

Refresh folder button: Useful if you have made changes in your local folder.

Synchronize button: Click this button to sync to the Zea Platform.

Settings button: Access the SBOMs settings.

B) File List

This is a list of all the spreadsheet files in your selected folder and if they are processed or not.

C) Preview

This is a preview of the selected spreadsheet file. Use it as a reference when mapping fields.

D) Mapping

The Mapping section is where you map Zea Parts Fields to Imported Fields in the spreadsheet.

Header Row: The row containing the header columns.

Fields: This is where you select if a field is public or not, map Imported Fields to Zea Part Fields, assign languages, and add new optional fields.

Warnings: Any warnings for missing field mapping are show below the fields.

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Set Header Row

Adjust this number when the first row in your spreadsheet does not contain the column headings.

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Map Default Fields

Select the corresponding Imported Field from your spreadsheet that maps to the Zea Parts Fields below:

Engineering Part Number (Required): The column in your spreadsheet the contains values that map directly to parts and assemblies in your CAD.

Service Part Number: May be provided as alternatives to the Engineering Part Number used within the CAD data. When a Service Part Numbers is used, the customer is shown that not the Engineering Part Number.

Parent Part Number: Specifies the hierarchy within the SBOM. The value in the Parent Part Number field should refer to an Engineering Part Number that has already occurred higher up in the spreadsheet. The hierarchy specified in the SBOM is show to the end user, and should somewhat follow the hierarchy of nodes in the CAD data.

Sellable: One of the most important settings to specify is if a part or assembly is sellable. Specifying that a row is sellable will enable the add to cart button to be displayed in the published catalog and users are then able to request a quote.

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Configure Languages

Zea Parts supports importing data for multiple languages, and enabling end users to choose their preferred language. Languages can be configured in the Master Parts List or SBOMs Settings.

Navigate to the Languages tab in the settings.

Click the Add Languages button.

Start typing in the language name to find the language you are looking for.

Click Add.

You can import as many languages as you want, as long as there is a corresponding column in the spreadsheet.

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Map Optional Fields

Optional fields can be added by clicking the New button and provide more detail about parts in the published catalog.

String fields: Used for text such as descriptions. When a string field is Public it will require a language.

Number fields: Used for numbers such as price. Number fields will automatically total when items are added to the shopping cart.

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Public vs. Private Fields

When adding new fields, you can specify whether they are Public or Private.

Public: Choose Public for fields which you want to display in the published catalog, such as description and price.

Private: Choose Private for internal fields that you do not wish to be displayed in the published catalog. Private fields do not require a language.

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Learn more about optional fields here.

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Process Your SBOMs

Now that you have all your fields mapped, it is time to process the filed and sync you SBOMs to Zea Parts.

Click the Synchronize button

The files will process one at a time and change to a ⚙️ Processing state.

If everything is correct, the file will change to a ✅ Processed state.

If there are issues with mapping, the file will show an ❎ Error state.

If you make changes to the source spreadsheets of processed files they will display as ✅ Processed and Modified state. In this case you may re-process the SBOMs if the change was intentional.