š Starting Your Workflow
Click āCreate BOMā to begin a new workflow.
In the setup table:
Input your project name (or select from dropdown).
Optional: Name your BOM or proceed without naming.
To add more BOMs, click āAdd BOMā.
š Importing Products into Your BOM
Once inside the Bill of Materials tab:
Click āImport Productsā.
Choose one of the following import methods:
List of Products (e.g., quote, fixture schedule, Excel/PDF list).
Existing Submittal Package (imports products and their associated data sheets).
Existing Parspec BOM (select from your previous projects).
š Import from an Existing Parspec BOM
Select the relevant project and BOM.
Click āConfirmā ā line items will auto-populate in your current BOM.
š Uploading from a Product List (Excel or PDF)
Choose the section where products will be placed.
Upload your product list file (PDF or Excel).
Select the schedule shown on screen.
Use the orange selection box to highlight the area containing your product data.
Click āConfirmā to proceed.
š§ Mapping with OCR (Optical Character Recognition)
Parspec uses OCR to detect and map fields like:
Type
Manufacturer
Model Number
Quantity
Any field the system recognizes will be highlighted orange.
š Customizing Column Mapping
Reassign or ignore fields as needed:
Example: Ignore āExtended Costā and reassign āUnit Costā.
Optionally assign other fields like Submittal Notes.
Click āConfirmā to upload the cleaned and mapped data into your BOM.
ā Final Steps
Your product list is now imported and ready to use in your Parspec workflow.
Reach out if you have further questions about importing products.