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How to Prepare a BOM for PCBA Quotation (Template Included)

Corevia engineering · Aug 7, 2026 · 7 min read
A BOM that can be quoted in one pass needs six things: reference designators, a plain-English description, the manufacturer part number (MPN), the manufacturer, quantity per board, and a substitution rule for each line. Everything else — package, distributor links, notes — is helpful but optional. The single biggest cause of slow quotes is a missing or wrong MPN, because without it a human has to stop and guess which part you actually meant.
Macro photograph of a navy printed circuit board showing copper traces and components
Illustrative render — every BOM we quote is reviewed against the real board data, not just the spreadsheet.

The six required fields, line by line

These are the columns in our template, and the order matters — it's the order a quoting engineer reads them:

ColumnWhat good looks likeWhat slows quotes down
DesignatorR1, R2, R3 — identical parts grouped on one rowOne row per designator (a 300-line BOM that should be 80)
DescriptionRES 10k 1% 0603 — value, tolerance, packageJust "RES" or "cap" — unquotable without opening the schematic
MPNRC0603FR-0710KL — the manufacturer's own numberA distributor SKU (311-10.0KHRCT-ND), which maps to different MPNs over time
ManufacturerYageo, not "Digikey" or "LCSC"Distributor name in the manufacturer column — same ambiguity as above
QtyQuantity per board, matching the designator count on the rowTotal-order quantity, or a number that doesn't match the designators
Substitution ruleExact only or Equivalent OK: same C, V, dielectric, packageBlank and ambiguous — nobody knows if a swap is allowed
BOM template (XLSX) Six required columns plus three optional ones, four example rows, and a one-page "how to use" sheet. The same columns our instant BOM check reads.
Download the template

Why the MPN matters more than any other field

A description like RES 10k 1% 0603 matches hundreds of orderable parts from a dozen manufacturers, at prices that differ by a factor of five and stock levels that change daily. The MPN removes that ambiguity: it pins the line to one specific part from one specific manufacturer, with one datasheet.

Three consequences when MPNs are missing:

If a line genuinely has no MPN yet (a custom magnetics part, a TBD connector), mark it TBD in the MPN column instead of leaving it blank. Blank reads as "forgot"; TBD reads as "let's discuss" — and it will be flagged to you, not guessed.

Substitution rules: the column that protects you

Shortages are normal. What shouldn't be normal is finding out about a swap after the boards ship. The substitution-rule column settles this before anyone buys anything:

Five mistakes we see every week

  1. Distributor part numbers instead of MPNs. Digi-Key and Mouser SKUs are their internal numbers. Always copy the "Manufacturer Part Number" field, not the order code.
  2. Quantity doesn't match designators. R1, R2, R3 with Qty 2. Which is right? Nobody knows without asking, and asking takes a day.
  3. DNP rows silently included. Do-not-populate lines with a real quantity get bought and stuffed. Set Qty to 0 and write DNP in Notes.
  4. Duplicate designators. Two different parts both claiming C14. Usually a copy-paste error from an old rev of the board.
  5. Three revisions in one file. Hidden columns, struck-out rows, a second BOM pasted below the first. Export one clean sheet per revision.

You can check the first four in seconds: drop the file into the BOM check on our homepage — the same first pass our internal tooling runs before a human ever opens your file.

What happens after you send it

Every BOM that comes to us goes through the same path: tooling parses and cross-checks it first (missing MPNs, quantity mismatches, duplicate designators surface immediately), then an engineer reads it — checking lifecycle status, flagging single-source and long-lead lines, and marking anything shortage-prone. You get a quote that says what's in stock, what's not, and what your options are, in 24–48 hours. No line gets swapped without your written approval — that's the same rule the template's substitution column encodes.

Have a BOM ready?

Send it over — Gerbers and CPL help but aren't required for a first quote. An engineer reads every file, and you'll hear back in 24–48 hours.

Start an RFQ   Get the template first