If you have access to and use Configura’s are using Configura's Spec Version 5 to create generate a Bill of Materials / , Estimate / , or Quote, and you add parts items to the Spec workspace one at a time into the Spec workspace, now there is an easier now a more efficient way to add your those items into to e-manage using by utilizing the Spec Catalog Viewer. This section assumes that Please note that this assumes you have already followed the Configura Spec Setup & Integration section of this manual otherwise please see here to set up the Integration first. If not, please click here.
To begin, open up a project and navigate to the BOM / Estimating / Quoting Window.
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To begin, open a project and navigate to the BOM/Estimating/Quoting window. Drill down in the Option Grid at the top of the BOM Window to the BOM level. When you click Clicking on the BOM you want wish to add items to it will activate the Configura Spec button.
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Click Upon clicking the Configura Spec button and , the Item Specification window will pop up where you can browse to appear, allowing you to browse the manufacturer and specify the desired item you want.
Quick Tip: You can also navigate to Search on use the search function in the lower area of this the 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 select your desired options by double-clicking on the appropriate option in the Available Options section on the lower part of this window. Note : There that there is a “Skip” "Skip" button available if your customer has not yet selected an Option yet. This will show up ; this will be highlighted in red on your quote so it will stand out on the customer-facing documentthe quote to draw attention to the fact that it has not yet been finalized.
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When Once you have completed all of the option selections, it will show “No Further Options” the window will indicate that there are "No Further Options," and you can click the "Accept" button to proceed.
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Modifying an item using the Spec Catalog Viewer
To modify options for a part, double-click on the corresponding row of the part within the BOM.
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The This will cause the Item Specification window will pop up to appear, with the item and all of the previously chosen options displayed.
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Click on From here, select the option you want wish to change and click the "Change Single" button and , double-click on the correct option, then and click the "Accept" button to finalize the change.
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Check out the quick video below to see this Spec tool in action!
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