This is the Bill of Materials / Estimating / Customer Quotes window. Notice that we are on the View BOM tab.
Select New Option from the Tools drop down menu.
The new Option comes complete with a default Phase and a new BOM.
There are several ways to add parts into your Bill of Materials but the three most frequently used ways are as follows:
Importing SIF/XML:
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
5. Notice that the parts that have been added are listed in the grid at the bottom of the screen. Don't forget to name your Option(s) and your Phase(s). Tip: Option = Quote Name & Phase = TAG / Area / Phase / Etc.
6. Switch from the "View BOM" tab to the "View Quotes" tab. The highlighted row shown is the Quote that was just created which includes the parts that were just added.
7. Double click on the row header of the quote you are wanting to view/print/e-mail to open your quote options.
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.
9. This is the print preview page for the selected Quote which shows how it will look when printed and/or e-mailed. Before printing click the "Save to e-manage|ONE" button. Select a "Document Type" and "Save". Once saved, a PDF version of the Quote will be listed in the Project History under Documents. Saving the Quote allows you to keep track of the negotiation process in the event the client rejects the initial offers made. Now you can use the Mail icon to e-mail to your client straight from this view window.
10. Back to the Create / Modify / View Customer Quotes tab of the BOM window select the desired Quote again and this time click the Print BOM button.
11. The highlighted window shown is the Print BOM Report window where choices can be made as to what values appear on the report. After making your selections click the Print button.
12. This is the print preview page for the BOM of the selected Quote which shows how it will look when printed and/or emailed. Before printing click the Save to e-manage One button. Once saved a pdf version of the BOM will be listed in the Project History under Documents.
13. Select the Order Entry option from the Modules menu.
