If you have access to and use Configura’s Spec Version 5 to create a Bill of Materials / Estimate / Quote and you add parts one at a time into the Spec workspace, now there is an easier way to add your items into e-manage using the Spec Catalog Viewer. This section assumes that you have already followed the Configura Spec Setup & Integration section of this manual otherwise please see here to set up the Integration first.
To begin, open up a project and navigate to the BOM / Estimating / Quoting Window.
Drill down in the Option Grid at the top of the BOM Window to the BOM level. When you click on the BOM you want to add items to it will activate the Configura Spec button.
Click the Configura Spec button and the Item Specification window will pop up where you can browse to the manufacturer and specify the item you want.
Quick Tip: You can also navigate to Search on the lower area of this window to quickly search for a Part #
Double-click on the manufacturer and continue to double-click to select the item you wish to add to your Bill of Materials / Quote.
Next, choose your options by double-clicking on the appropriate option in the Available Options section on the lower part of this window. Note: There is a “Skip” button if your customer has not selected an Option yet. This will show up in red on your quote so it will stand out on the customer-facing document.
When you have completed all of the option selections, it will show “No Further Options” and you can click the "Accept" button.
Modifying an item using the Spec Catalog Viewer
To modify options for a part, double-click the row of the part within the BOM.
The Item Specification window will pop up with the item and all of the previously chosen options.
Click on the option you want to change and click the "Change Single" button and double-click on the correct option, then click the "Accept" button.
Check out the quick video below to see this Spec tool in action!
https://youtu.be/NNfaDShSb9M