Spec Integration
- Stephanie Pepper (e-manage|ONE)
In our commitment to optimizing workflows and maximizing efficiency, we've integrated the Configura Spec tool directly within e-manage|ONE, specifically tailored for those smaller, quick-turnaround projects. While our talented designers are engrossed in crafting intricate designs for larger projects, there often arise smaller tasks that require swift product and finish selections. This tool is our answer to those 'onesie, twosie' projects, ensuring that they are handled with the same precision but without diverting our designers from their core tasks.
The following steps will guide you through the process of using the Configura Spec Integration Tool. Designed with simplicity in mind, this tool ensures that even the smallest of projects are managed efficiently, without compromising on detail.
These steps assume you have already activated & configured the Spec integration. See here for more details.
Start by opening a project and navigating to the BOM / Estimating / Quoting Window.
Drill down in the Option Grid located at the top of the BOM Window to the BOM level. Click on the specific BOM to which you want to add items; this action will activate the Configura Spec button.
Upon clicking the Configura Spec button, the Item Specification window will appear. This window allows you to browse the manufacturer and specify the desired item.
Quick Tip: You can also use the search function available in the lower area of the window to quickly locate a Part #.
Double-click on the manufacturer and continue to double-click to select the item you want to include in your Bill of Materials / Quote.
Next, select your desired options by double-clicking on the appropriate option in the "Available Options" section found in the lower part of this window. If your customer hasn't yet finalized an Option, there is a "Skip" button available. This will be highlighted in red on the quote to indicate that it has not been finalized yet.
Once you have completed all the option selections, the window will indicate that there are "No Further Options." You can then click the "Accept" button to proceed.
Modifying an Item using the Spec Catalog Viewer:
To make changes to the options for a specific part, follow these steps:
Double-click on the corresponding row within the BOM.
This will cause the Item Specification window to appear, displaying the item and previously chosen options.
From this window, select the option you wish to modify and click the "Change Single" button. Double-click on the correct option, and then click the "Accept" button to confirm and finalize the change.
See here for information on Spec Symbols / Pictures within e-manage|ONE.
Check out the quick video below to see this Spec tool in action!