View BOM: This is the Bill of Materials / Estimating / Customer Quotes window. Notice that we are on the View BOM tab.
Select New Option from the Tools drop-down menu. This is ONLY necessary if you do not have a SIF/XML file to import. If you have a SIF/XML file to import, proceed to Step #4 below.
The new Option comes complete with a default Phase and a new BOM.
Adding Parts to BOM: There are several ways to add parts to your Bill of Materials but the three most frequently used methods are as follows:
Importing SIF/XML:
Select the "Import SIF/XML" option (top toolbar in the BOM)
Select what type of file you are importing
Select the file you want to import by either hitting the drop-down to pull the document from your project docs (if you uploaded previously as you should) or by browsing your PC for the file
Import SIF/XML
Adjust pricing if necessary
*You will only use the "Import Into Option" and/or "Import Into Phase" if you are importing into a pre-existing option/phase.
**If the parts show up in the lower portion of the Import window then your administrator has not setup the Vendor / Vendor Ref codes properly or there are no codes on the line item so e-manage does not recognize the parts. See Vendor Ref / MFG Code Setup.
Search For Tool:
This can be used to search your Master Parts List to add internal parts such as Labor, Project Management, Freight, etc. and/or parts that have been previously imported/added in.Place your cursor in the "Search For" and start typing your Part Number such as "Labor" (You must be on the BOM level to see the Search For tool)
Highlight the part you want to add
Select the + on the "Add Qty"
Continue to search and add parts as necessary
Adjust pricing if necessary
ProjectSpec Tool:Select the "ProjectSpec" button (You must be on the BOM level to see the ProjectSpec tool)
Use F2 shortcut on your keyboard to use the Part Search or Double Click on the Manufacturer and continue to Double Click through the options to specify your part
Adjust pricing if necessary
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5. Notice that the parts that have been added are listed in the grid at the bottom of the screen. Don't forget to name your Option(s) and your Phase(s). Tip: Option = Quote Name & Phase = TAG / Area / Phase / Etc.
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6. View Quotes: Switch from the "View BOM" tab to the "View Quotes" tab. The highlighted row shown is the Quote that was just created which includes the parts that were just added.
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