Module

25 min.

Categorization, searching, and exporting in Upchain

Module overview

Learn how to organize and define subsets of items, and use those to perform powerful searches across all of your projects. You’ll also learn how to export valuable information from the BOM interface.

This content takes approximately 25 minutes to complete. By the end, you should be able to:

  • Organize subsets of items using categorization and category attributes
  • Execute and save searches using the Advanced Search
  • Generate item and BOM reports
  • Export files such as native CAD models, translations, drawings, and non-CAD documents

Module outline

  • Categorization and advanced searching
  • BOM reports and exporting files and data
  • Conclusion and next steps