The Bill of Materials module within e-manage|ONE serves as the hub for assembling all the necessary components, services, and items required to successfully execute a specific project for your valued customers, aligning with the project's defined scope of work. Beyond just itemizing these elements, the Bill of Materials window offers valuable functionalities:
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Cost Estimation and Sales Projection: By adding items to the Bill of Materials, you instantly obtain an estimated cost and projected sales figures, which are vital for assessing project viability and profitability.
Structuring Quotes: Not only does this module aid in cost estimation, but it also serves as the structural foundation for the quotes you present to your customers. It outlines the scope and details of the project, providing transparency and clarity.
The Bill of Materials relies on items that fall into three categories:
Master Parts Listing: Items that already exist in your comprehensive Master Parts Listing.
Project Spec Catalog: Items sourced from the Project Spec catalog integrated into e-manage|ONE.
External Imports: Items imported from external sources and subsequently added to the Master Part Listing during the import process.
During the implementation phase, you may have created internal items for labor, installation, freight, design services, or other non-vendor-sourced components essential for project estimation. If you encounter any gaps in your Master Part Listing, necessitating additions to the Bill of Materials for a comprehensive estimate or quote, you have options:
Immediate Addition: You can seamlessly add these missing items within the Bill of Materials window, ensuring a holistic estimate.
Administrator Assistance: If you lack the permissions to modify the Master Part Listing, reach out to your administrator to either incorporate the necessary items or grant you the rights to do so.
What transpires within this window is pivotal to your business success:
Quotation to Customer: The contents of this window form the basis of your quotation to the customer, outlining the project's scope and cost.
Customer Order: The customer's acceptance of the quotation translates into an order.
Purchase Orders: This order triggers the generation of purchase orders for the necessary materials and services.
Customer Invoice: Simultaneously, the order transforms into a customer invoice for billing purposes.
Precision is paramount throughout this process, ensuring accurate cost estimation and customer communication. Every modification to each line item is meticulously tracked within the Last Modification section of the item listing grid. Even if a line item is deleted, it can be recovered within a seven-day window.
This window offers an array of tools and features to empower you in creating precise estimates and professional quotes, including the option to incorporate relevant images. It's essential to explore all available functionalities. Moreover, the window provides context-sensitive menus through right-click actions, making it easier to access relevant options based on your current focus.