How to create material table

Lily
Lily
  • Updated

1. What is the material section?

All techpacks on Techpacker are divided between three main default sections i.e. mceclip4.png sketches,materials and Alphabet-c.png measurements, and the Alphabet-d.png custom sections.

The material section is one of the three main default sections where you will add all information (BOM or bill of materials) about the different types of materials you will use in your design such as fabrics, trims, hardware, labels, packaging, etc. in the form of a material table.

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BOM rows are added in the material table in form of cards. Skip below to learn how to create one from scratch. 

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2. How to create a material table

There are 3 methods of adding cards in the material section:

 

2a. Adding individual cards 

Step 1: There are two ways of adding material cards -

  • mceclip4.png By clicking on + add material 
  •  By dragging in your material image file

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Step 2: Start adding information to your materials table.

Pro tip: You can also enter information in the cells by simply using copy/paste from excel. 

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2b. By importing a CSV excel file 

You can quickly create a material table by directly importing an Excel (CSV format only) with your product's BOMs and other realted information. 

Before importing a csv file, make sure your material section is completely blank

 

Step 1: Click on this icon open_in_browser.png import materials from csv located on top-right of the material section.

 

import csv material.png

 

 

Step 2: Browse and select the .csv file you wish to upload and click open

You can use this excel template to update your material table data before importing it on Techpacker.

 

import material csv.png

 

 

Step 3: This screen will pop-up where you will select the information from your CSV file you wish to include. 

 

column mapping materials.png

  • Under Source you will see the names of the columns from your csv file
  • Under Destination you will select and match the relevant columns where your table data should go.
  • For e.g. if in your .csv a column in called CARD TITLE, then in the destination area you should also match it with  Alphabet-a.png CARD TITLE 
  • In case you wish to hide a certain column into your material section, you can click on this images.png icon to hide a column as shown above Alphabet-b.png. Your data will be imported, but just won't be visible. You can always unhide that column late through the column manager
  • Alphabet-c__1_.png You can switch any column to color column using the palette.png icon.
  • Alphabet-d.png Check Group.png the columns you would like to show in your material table. 

 

import csv- material .png

  • Alphabet-e.png You can preview the columns and the order of the final table after you have made all the changes. 
  • F.png Click on the "Import CSV" icon to import the table with the final changes made by you.

 

2c. Sourcing from library

Who can use this feature?
 PLM premium and PLM professional

You can quickly create a material table by directly sourcing the cards from the library. Learn how to create a library here.

 

Step 1: Click on this Path_2.png icon and select Add materials from library from the drop down.

 

Step 2: Select the library folder and then select the library from where you want to source the cards. You can also change the library later.

 

Step 3: Click on + Select material from library to add cards to the section.

 

Step 4: Select the cards(s) to add them to the material section.

 

Once selected, all the selected cards will be visible in the section. 

The sourced cards can only be edited from the source library.

  


 

3. How to add, hide, delete, and rearrange columns in the material section

Step 1: To make any changes in the column, click on the Vector1.png icon located at the right top corner of the table. 

Material-7.jpg

 

 

Step 2:  

To add a new column, click on the +ADD COLUMN at the bottom of the window.

To hide a column, click on the images.png icon and this will hide that column from the table.

Alphabet-c.png To delete a column in a card click on the images__1_.pngicon.

Alphabet-d.png To rearrange a column, click on the download.png icon then drag and drop to rearrange that column.

E.png To change the non-color column into the color column, click on palette.png icon. 

Material-8__1_.jpg

 

 


 

4. What is color and non-color column

In the materials table, all columns highlighted in green indicate the color-combos of your design. While the one in dark green is selected as the sample color. You can change the sample color by either clicking on the column header or by going to your techpack settings

The non-colored columns (i.e., not in green) don't indicate any design colors. 

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You can switch any column from color to non-color (and vice -versa) using the palette.png icon located inside your column manager.

 

 


 

5. How to add sub-materials in the material section 

Sometimes it is required to have sub-materials under a major heading of the material. They can be created on Techpacker by following these steps.

 

Step 1: Click on the Vector.png icon located on the right end of each card.

Material_9.jpg

 

Step 2: Go to the materials tab and click on add sub-material.

Materials-10.jpg

 

 

New sub-rows will be added and you can enter the material details in those sub-materials.

Materials-11.jpg

 

 


 

6. How to print material section in the PDF?

To print your custom section/s in your techpack PDF, navigate to the doc view page. From the document settings make sure the material section is selected. If not, check Group.pngthe material section and wait for a couple of seconds for your new rendered PDF with the material section.

Material-12.jpg

 

 


 

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