Step 1. Starting Your BOM
You can begin your BOM in two ways:
Manual Entry: Enter products line by line directly into the BOM.
Import Products: Upload an existing BOM file (e.g., schedule or quote).
Step 2. Creating Sections
When you first upload or enter products, they will automatically appear in the original New Section.
To rename this Section:
Double-click on New Section and enter the desired name
To create a new section click on the Create Section(
) iconA new Section labeled New Section will nest right beneath the first one
Double-click on New Section and enter the desired name
Moving Products Between Sections
You have two ways to rearrange products:
Using Checkboxes:
Select the checkbox(es) next to the product(s) you want to move.
Click the Change Section (
) iconSelect the Section where you want to move the products and click Move
Drag and Drop:
Hover over the drag handle next to the line item.
Drag the product into the desired Section.
💡 Tip: Use checkboxes when moving multiple items at once
Reordering Sections
Hover over the drag handle next to a Section name.
Drag and drop to reorder the Sections within your BOM.
Preview:
Submittal Table of Contents
Notes Summary
With Section Breaks
