Auto Parts are a way to add parts to your BOM automatically by using pre-set templates of parts used over and over. This can greatly reduce the amount of time it takes to put together a bill of materials as there is no searching for parts and automatically calculate their own quantities making it nearly impossible to make a mistake in the quoting process.Auto parts can be used in conjunction with an import or simply by adding a new option or phase to the BOM directly. This section assumes that you already have Auto-Part Templates configured, if not, please see powerful feature designed to expedite the process of building Bills of Materials (BOMs) by utilizing predefined templates for frequently used parts. This not only saves you time but also enhances accuracy by automatically calculating quantities.
Effortless Integration: Auto Parts can seamlessly integrate into your workflow, whether you're creating a new option or phase within your BOM directly, or importing data. This guide assumes that you've already configured Auto-Part Templates. If not, please refer to the "Setting Up Auto-Part Templates" section.
Practical Example: In this example we will use the , we'll utilize an Auto-Part template that was created earlier (as explained in the "Setting Up Auto-Part Templates" section of this manual ) using both the "New Option" method , and while performing an import process.To begin, open
Start by opening a project
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in the BOM/Estimating/Quoting window, then
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access the "Choose Auto Part Templates" pop-out panel located at the bottom of the BOM tiled window.
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Within this grid
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, each row
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contains a "+"
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icon,
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allowing you
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to view the parts
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associated with each template. Check the "Use" column checkbox
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for the templates you wish to employ when creating a new option or
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conducting an import from an external source file.
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Once you've selected the desired templates (you can
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choose multiple templates to suit your needs), navigate to the "Tools" menu at the top of the BOM tiled window, and then
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select "New Option."
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A new option will appear
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, accompanied by the automatic addition of phases. A blank "Default Phase" with a "Default BOM" will also be
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available and selected
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, providing you with the flexibility to populate the BOM using ProjectMatrix or manually adding
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items from your Master Parts Listing.
By harnessing the power of Auto Parts, you can significantly enhance your BOM creation process, ensuring efficiency and accuracy throughout.