If you have access to and use Configura’s Spec Version 5 to create a Bill of Materials / Estimate / Quote and you add parts one at a time into the Spec workspace, now there is an easier way to do add your items into e-manage using the Spec Catalog Viewer. This section assumes that you have already followed the Project Configura Spec Setup & Integration section of this manual otherwise please see here to setup set up the Integration first.
To begin, open up a project and navigate to the BOM / Estimating / Quoting Window.
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Drill down in the Option Grid at the top of the BOM Window to the BOM level. When you click on the BOM you want to add items to it will activate the Project Configura Spec button.
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Click the Project Configura Spec button and the Item Specification window will pop - up where you can browse to the manufacturer and drill down to specify the item you want.
Quick Tip: You can also navigate to Search on the lower area of this window to quickly search for a Part #
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Double-click on the manufacturer and continue to double-click to select the item you wish to add to your Bill of Materials / Quote.
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Next, choose your options by double-clicking on the appropriate option in the Available Options section on the lower part of this window. Note: There is a “Skip” button if your customer has not selected an Option yet. This will show up in red on your quote so it will stand out on the customer-facing document.
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When you have completed all of the option selections, it will show “No Further Options” and you can click the "Accept" button.
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Modifying an item using the Spec Catalog Viewer
Inside of an existing BOM where a part exists that you want to change the options for, double click on the row with that item.
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To modify options for a part, double-click the row of the part within the BOM.
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The Item Specification window will pop - up with the item and all of the previously chosen options.
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Click on the option you want to change and click the "Change Single" button and double-click on the correct option, then click the "Accept" button.
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If you’d prefer to watch a quick 5-minute video on how to use the Spec 5 Catalog Reader within e-manageONE see below!
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