...
Select the "Import SIF/XML" option (top toolbar in the BOM)
Select what type of file you are importing
Select the file you want to import by either hitting the drop down to pull the document from your project docs (if you uploaded previously as you should) or by browsing your PC for the file
Import SIF/XML
Adjust pricing if necessary
*You will only use the "Import Into Option" and/or "Import Into Phase" if you are importing into an pre-existing option/phase.
**If the parts show up in the lower portion of the Import window then your administrator has not setup the Vendor / Vendor Ref properly. See Vendor Ref / MFG Code Setup.
Search For Tool:
This can be used to search your Master Parts List to add internal parts such as Labor, Project Management, Freight, etc. and/or parts that have been previously imported/added in.Place your cursor in the "Search For" and start typing your Part Number such as "Labor" (You must be on the BOM level to see the Search For tool)
Highlight the part you want to add
Select the + on the "Add Qty"
Continue to search and add parts as necessary
Adjust pricing if necessary
ProjectSpec Tool:Select the "ProjectSpec" button (You must be on the BOM level to see the ProjectSpec tool)
Use F2 shortcut on your keyboard to use the Part Search or Double Click on the Manufacturer and continue to Double Click through the options to specify your part
Adjust pricing if necessary
...
8. Be sure to check and adjust your Bill To, Ship To & Install At if necessary. Adjust your "Cover Page Title" (standard procedure is to just copy & paste "Quote Name"). Adjust "Summary Type" if it has not already defaulted from a quote template (we highly recommend using Default Quote Templates). If your "Terms of Sale" are a deposit type of terms you will have the option to select a "Deposit Inv Type" (standard procedure is to use "Option / Phase"). Select "Save and Print" once you have selected all appropriate options.
...