Step 4: ๐ฆ Creating & Managing a Bill of Materials (BOM)
The Bill of Materials (BOM) windowโalso known as the Estimating / Customer Quotes windowโis where you manage quotes, parts, and pricing for your projects. This guide walks you through creating a BOM, importing parts, generating quotes, and saving documentation.
๐ Be sure you're on the View BOM tab when performing the following steps.
๐น Step 1: Create a New Option (If Not Importing a SIF/XML File)
๐ If you do have a SIF/XML file, skip to Method 1.
If you're not importing from a SIF or XML file:
Go to the Tools dropdown menu
Select New Option
This will create a new Option complete with a default Phase and BOM.
โ Step 2: Adding Parts to the BOM
There are several ways to add parts to a BOM. The most commonly used methods include:
๐๏ธ Method 1: Importing SIF/XML
Select Import SIF/XML from the top BOM toolbar
Choose the file type
Select the file:
Use the dropdown to pull from Project Docs (recommended)
Or browse your local machine
Adjust pricing as needed
๐ Only use โImport Into Optionโ or โImport Into Phaseโ when adding to an existing option or phase.
If items show in the lower grid of the import screen, Vendor or Ref Codes may be missing or incorrectly configured. See Vendor Ref / MFG Code Setup for more info.
๐ Method 2: Using the โSearch Forโ Tool
Used for adding internal parts like Labor, Freight, Project Management, etc.
Place your cursor in the Search For field (you must be on BOM level)
Type the part number or keyword (e.g., "Labor")
Highlight the desired part
Click the โ+ Add Qtyโ button
Adjust pricing if needed
๐งฉ Method 3: Using Spec
Click the Spec button (must be on BOM level)
Press F2 to search for parts, or double-click through Manufacturer > Series > Part
Adjust pricing if needed
If the Spec button is greyed out, your login hasn't been activated. See Spec 5 Setup & Integration for setup instructions.
๐ Step 3: View & Name Your Quote
Once parts are added, they appear in the BOM grid at the bottom.
โ
Be sure to name your Option (acts as the Quote Name) and your Phase (used to tag areas, such as Room #, Phase 1, etc.)
๐ Step 4: Switch to the "View Quotes" Tab
This displays the quote just created with the parts you added.
โ๏ธ Step 5: Open Quote Settings
Double-click the row header of the quote to access quote options.
๐ง Step 8: Adjust Quote Details
Confirm and update:
Bill To, Ship To, Install At (if needed)
Cover Page Title (typically matches Quote Name)
Summary Type (defaults based on template)
Terms of Sale (if deposit terms, select Deposit Invoice Type โ typically Option / Phase)
Click Save and Print when finished.
We highly recommend using Default Quote Templates.
๐จ๏ธ Step 9: Print & Save the Quote
On the Print Preview screen, click "Save to e-manage|ONE"
Select a Document Type, then click Save
A PDF version will be saved under the Project History > Documents tab.
๐ง Use the Mail icon to email the quote directly from this screen.
๐จ๏ธ Step 10: Print the BOM
Return to the Create / Modify / View Quotes tab in the BOM window.
Select the desired quote, then click Print BOM.
๐ Step 11: Print BOM Report Options
Choose what information youโd like to appear in the report, then click Print.
๐๏ธ Step 12: Save the BOM to Project History
On the BOM Print Preview screen:
Click Save to e-manage|ONE
The BOM PDF will now appear in Project History > Documents
๐ Step 13: Proceed to Order Entry
From the top menu, select Modules โ Order Entry to continue processing the order.
๐ Explore More:
Check out the full guide here: ๐ Bill of Materials