Using Configura Spec with the BOM

See below how to use this tool to add items to your Quote using the Spec Integration tool.

1. Start by opening a project and navigating to the BOM / Estimating / Quoting Window.

Open

2. 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.

Open

3. 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.

4. Double-click on the manufacturer and continue to double-click to select the item you want to include in your Bill of Materials / Quote.

5. 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.

6. 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:

1. Double-click on the corresponding row within the BOM.

2. This will cause the Item Specification window to appear, displaying the item and previously chosen options.

3. 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.

Check out the quick video below to see this Spec tool in action!