Step by Step:
1. Within your dashboard, select Create Project.
2. Enter the job details, stakeholder contact information, any date or time deadlines then click Confirm.
3. Scroll down to the Bill of Materials section and select Create BOMs
Note: You can add in the product scope (e.g Gear) in the Scope dropdown
4. Once you confirm, navigate to the Pricing and Lead time Tab and select "enter manually" to enter in your Gear LOT information (e.g. qty 1, manufacturer). You can also hit enter on your keyboard to bring in additional line items (e.g. fuses).
5. Select the pencil icon on the Lots modal
6. Within the Lot Pricing modal, click on the + to add new lots and enter in the lot name, cost, discount, and margin information.
7. Now to assign the gear lot, click into the lot cell of that line item and start typing in the lot name or you can double click into the cell for the lot dropdown.
8. Click "Create Quote" and go into the "Attachment" section to upload the Gear BOM you've exported from the vendor site. Then hit Next to generate!
