Download Free BOM Templates in Excel (EBOM, MBOM, CBOM, SBOM, ServBOM)

1. Engineering BOM (EBOM)

Purpose: Captures how a product is designed. Created by engineering teams, it reflects the logical design intent rather than how the product will ultimately be manufactured.

When to Use

• During the design phase in CAD or PLM systems
• For design reviews, prototyping, and design validation
• To hand off product definitions to manufacturing

Template Properties to Fill

• Part Number: Unique identifier from CAD or PLM system
• Part Name: Descriptive name (e.g., “Front Housing”)
• Revision: Current design version
• Description: Functional or design-related details
• Quantity: How many units per assembly
• Material: Specified by engineering
• Reference Designators (for electronics) or CAD file links (for mechanical

Pro Tips

• Keep EBOMs tightly linked to CAD data to avoid inconsistencies.
• Use descriptive revisions (e.g., A, B, C) instead of vague “latest” labels.

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2. Manufacturing BOM (MBOM)

Purpose: Defines how the product is built in the factory. It differs from the EBOM because it includes process-related items like adhesives, fasteners, and packaging, and it is structured for production sequencing.

When to Use

• During production planning and scheduling
• For ERP/MRP systems to plan materials and procurement
• To standardize assembly processes across factories

Template Properties to Fill

• Part Number: Matches purchased parts or in-house components
• Operation/Work Center: Which station or process step the part belongs to
• Subassemblies: Groups of components arranged in production order
• Consumables: Welding rods, adhesives, lubricants, packaging
• Lead Time & Supplier: For procurement planning
• Routing/Instructions: Step-by-step production notes

Pro Tips

• Always check MBOM alignment with EBOM. Misalignments are a top source of production errors.
• Include packaging items early to avoid last-minute surprises before shipping.

3. Configurable BOM (CBOM)

Purpose: Supports products with many possible configurations (e.g., cars, laptops, industrial equipment). Instead of listing one fixed structure, it captures optional modules and rules for valid combinations.

When to Use

• In industries with mass customization or “configure-to-order” models
• For sales tools, configurators, and ERP integrations
• To reduce complexity while supporting multiple variants

Template Properties to Fill

• Base Assembly: Core product shared across all variants
• Modules/Options: Optional parts or features (e.g., engine size, memory upgrade)
• Configuration Rules: Constraints (e.g., “Option A cannot be combined with Option C”)
• Pricing Data: Optional, to support sales quoting
• SKU Mapping: Links configurations to actual orderable part numbers

Pro Tips

• Keep rules machine-readable for configurators (logic statements instead of prose).
• Use CBOMs to avoid creating thousands of separate EBOM/MBOM entries for every possible variant.

4. Service BOM (ServBOM)

Purpose: Lists only the parts needed for servicing, maintenance, and field repairs. It excludes consumables not relevant outside production but includes spares and replacement kits.

When to Use

• For aftermarket support and service manuals
• To manage spare parts inventory
• To prepare field technicians for maintenance tasks

Template Properties to Fill

• Service Part Number: Often different from engineering/manufacturing part numbers
• Part Name & Description: With emphasis on field-replaceable items
• Replacement Kit IDs: Bundles for field repairs
• Service Life/MTBF Data: For preventive maintenance planning
• Instructions/Manual Reference: Link to service documentation

Pro Tips

• Keep ServBOMs customer-friendly: avoid internal jargon.
• Provide exploded diagrams alongside ServBOMs for easier field identification.

5. Sales BOM (SBOM)

Purpose: Organizes products as they are sold rather than how they are engineered or manufactured. Typically used by sales and configuration teams to create quotes and orders.

When to Use

• In ERP or CPQ (Configure-Price-Quote) systems
• For product bundles, kits, or promotions
• To translate customer-facing SKUs into internal EBOM/MBOM structures

Template Properties to Fill

• Sales Item Number/SKU: Customer-facing identifier
• Sales Bundle/Kit: Grouped items sold together (e.g., starter kit)
• Pricing & Discounts: Sales-specific data
• Cross-References: Links back to EBOM/MBOM items
• Customer Description: Simplified product naming for non-technical buyers

Pro Tips

• Use SBOMs to align sales language with customer expectations (avoid technical part numbers).
• Ensure SBOMs map cleanly to internal MBOM/EBOM structures to prevent fulfillment errors.