Skip to main content

How To Create A Bom Formula And Bom Template

Why This Matters

SubcontractorHub'sBOM Calculatorhelps you estimate costs for materials and services across your solar projects, including soft costs. It not only improves accuracy in planning but also streamlines procurement with built-in approval workflows. Follow the steps below to create BOM formulae and templates for use in projects.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Locate "Manage Database" and click "Database" from your SubcontractorHub menu list on the left.

Step 2

Scroll down your database list, select"BOM", and click on the"BOM Formulae" option

Step 3

Click "Add" on the top right corner to create a new BOM Formula

Step 4

Define YourFormulaThis is the most critical step where you tell the system how to calculate the quantity of a material you want to include in your BOM. You will see two main input areas:Material: Choose the item (e.g. Inverter, Rails, Cement, etc.)Formula: Use variables (Operands) and mathematical signs (Operators) to define how much material is needed. Note:A formula is a calculation that tells the system how much quantity to use based on project-specific values. For example:If you are building a house and want to order cement, you won’t just buy a random quantity, you would calculate how many rooms are being built, the size of each, and use a formula to determine the total cement required.In solar, it’s the same. If you are ordering an inverter, you might base its quantity on the number of panels or arrays. Here’s the formula building blocks:Operands(the variables you can use):These are the project-specific values the system already knows. Here's the list:no_of_panels– Number of solar panelsno_of_arrays– Number of arraysnumber_of_rows– Number of panel rowspanel_width– Width of a panel (in mm/inches)panel_size– Total area of one panelpanels_per_row– Panels used per rowrail_length– Total length of rail per panel/rowmanual– You can enter your own fixed numberOperators(math symbols to define the formula):These allow you to calculate based on logic. Choose from:+ (Addition)- (Subtraction)* (Multiplication)/ (Division)% (Percentage)Here are a few examples explaining this further:1. Let’s say you are ordering rails, and you want1 rail per panel. Then your formula will be:2. If you are orderingjunction boxes, say one per array, your formula could be:3. If yourmaterial requirementis based on a combination (like inverter based on panels and arrays), then you can build:Once you have created the formula, theFormula Equationpreview below the input will show how it looks logically.

Step 5

Click "Save" to set your new BOM Formula. Note:You can also add parentheses to the BOM formula.

Step 6

Go back to thedatabase list, selectBOM, and click on the "BOM Template" option.

Step 7

Click "Add" on the top right corner to create a new BOM template.

Step 8

Fill up the necessary fields for your new BOM template and click "Save"

Step 9

After clicking onSave, you will be directed to the "BOM Template Detail" page to add your materials.

Step 10

Click "Add Material", and for each item, select:The materialQuantity type (Formula or Manual)If Formula → select the one you created earlier.

Step 11

Scroll up, and click on the "Update" button to create a newBOM Template. Note:When creating aBOM template, you can now select asub supplier. The sub supplier’sbranchwill appear in the dropdown, and the project will be assigned directly to thatsub supplierinstead of the main supplier. Note:Now you can close aBOM Templateusing the clone icon. Note:BOM template formula now supportspanel height in metersas well. Related ArticlesHow to Navigate SubcontractorHub’s DatabaseManage DatabaseHow to Create a BOM Template for ABC Supply as a SupplierHow to Create a BOM for ABC SupplyHow to Generate an IronRidge Racking Bill of Materials (BOM)

Real-World Example

💡 A solar contractor uses the create bom formulas and templates for accurate material lists feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

Setting doesn't appear

Make sure you have admin access and refresh your browser

Changes don't save

Check your internet connection and try clicking Save again

Feature looks different

Your organization may be on a different plan — contact support


Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors

Did this answer your question?