If you are using Configura's Spec Version 5 to generate a Bill of Materials, Estimate, or Quote, and you are adding items to the Spec workspace individually, there's now a more efficient way to incorporate those items into e-manage|ONE by leveraging the Spec Catalog Viewer. Please note that this process assumes you have already completed the Configura Spec Setup & Integration steps outlined in this manual. If you haven't, please see here.
Here's how to streamline the item addition process:See below how to use this tool to add items to your Quote using the Spec Integration tool.
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These steps assume you have already activated & configured the Spec integration. See here for more details. |
Start by opening a project and navigating to the BOM / Estimating / Quoting Window.
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