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Add From Search - used to add parts to the selected BOM by searching using one or more criteria to find the part and using the Add QTY cell to add the items at the specified QTY.
Add From Parts Catalog - Used to add parts to the selected BOM by using the pre-built Parts Catalog. Navigate through the catalog folders to find the parts you want and use the "Add QTY" cell to add parts to the selected BOM at the specified QTY.
Add From Library - Used to add parts to the selected BOM by using the pre-built library of parts. Navigate through the library folders to find the parts you want and use the "Add QTY" cell to add parts to the selected BOM at the Specified QTY.
Add From Favorites - Used to add parts to the selected BOM using a grid of your own personal favorites. Any part can be marked as favorite by checking the "Favorite" checkbox anywhere you see the part. Use the Add QTY cell to add the part(s) you want to the selected BOM.
New Option - Creates a new option with a new phase and new BOM with the BOM selected so you can immediately add new parts.
New Phase - Creates a new phase under the option that the currently selected phase is a part of, and a new BOM with the BOM selected so you can immediately add new parts.
New BOM - Creates a New BOM for the currently selected phase and a new BOM with the BOM selected so you can immediately add new parts.
Copy - copies the currently selected BOM(s) to paste into another Phase, the same Phase or a phase in another project's BOM window.
Paste - pastes any copied phases from the windows clipboard to the currently selected phase's option.
Delete Selected - permanently deletes the selected phase(s) and any BOM's that are children of the selected phase(s)
Add / Modify BOM Picture - This is not used on BOMs since the BOMs are not broken out on the quote.
Change Name - Changes the name of the selected BOM (best to do this right in the grid).
Move To A Different Phase - This will move (without copying) the selected BOM to another phase in the project. This is a dropdown list box of all phases shown with their option name. Select the phase you want to move the BOM to and then click the Move button.
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Hide / Unhide Options on Quote- You may hide option details on a per quote basis by right clicking on the line item(s) and selecting “Hide/ Unhide Options on Quote”. You can select multiple lines at one time, or you can utilize the checkbox in the grid (second screenshot below) to select which items to hide.
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