Step by Step
Step 1: Start a New BOM
Click Create BOM.
Enter a Project Name or select an existing one from the dropdown.
Name your Bill of Materials (optional).
(Optional) To add additional BOMs, click Add BOM.
Click Confirm to continue.
Step 2: Import Products
In the Bill of Materials tab, click Import Products.
Choose your import source:
List of Products (quote, fixture schedule, Excel/PDF list)
Existing Submittal Package
Existing Parspec BOM
Step 3: Import from List of Products
Choose the Section where the products should be added.
Upload your file (PDF or Excel format). Supported types include:
Quotes
Fixture schedules
Product lists
Step 4: Map Product Details Using OCR
Select Schedule and draw a large orange box around the relevant data in your document.
Confirm your selection.
The OCR (Optical Character Recognition) tool will extract key details:
Type
Manufacturer
Model Number
Quantity
🟧 Anything highlighted in orange is what the system identified.
Step 5: Review and Adjust Mappings
Reassign or ignore column headers as needed:
For example, ignore Extended Cost and reassign Unit Cost.
Optionally assign other columns (e.g., Submittal Notes).
Click Confirm to complete the import.
💡Tips for a Smooth Workflow
Orange-highlighted columns indicate the data Parspec has identified.
Review each highlighted column to ensure the correct headers are assigned.
To change a header:
Click Select on the column.Choose the correct header from the dropdown.
To skip uploading a column: Click Ignore Column.
Once all columns are reviewed, click Confirm All to proceed with the import.
Step 6: Finalize and Manage Your BOM
All imported information will populate directly into your BOM tab.
From here, you can sort and organize your line items as needed.
To add more products later:
Return to the BOM tab.
Click Import Products again.
