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 add your items into e-manage using the Spec Catalog Viewer. This section assumes that you have already followed the Configura Spec Setup & Integration section of this manual otherwise please see here to set up the Integration first.
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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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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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Check out the quick video below to see this Spec tool in action!
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