If you’ve already built your gear Bill of Material (BOM) through a manufacturer’s website, such as Schneider Electric or Eaton, you can quickly create a complete gear quote in Parspec without recreating every individual product line.
Step 1: Create a Project
Start by navigating to the 'Create Project' and creating a new project.
Enter the applicable project information, such as:
Project name
Customer
Project location
Any other relevant project details
Once your project has been created, you can begin building out the opportunities and BOMs associated with it.
For more details on How to Create a Project or (Quick) BOM
Step 2: Create an Opportunity
Within the project setup, create a new Opportunity.
Your opportunity is used to organize the specific scope of work you are quoting within the larger project.
Enter the applicable opportunity information and save your changes.
💡 Tip: A single project can contain multiple opportunities when you need to organize different scopes of work separately.
For more details on How to Use Opportunities in a Project
Step 3: Create a BOM(s)
Give your BOM a recognizable name that makes it easy to identify the scope of work.
For example, you may name it Gear or use another name specific to the package you are quoting.
Once created, open the BOM to begin building your gear quote.
Quoting multiple customers? Learn more about How to Set Up Linked BOMs for Multiple Customer Quotes
Step 4: Create Your Gear Line
If you've already built the detailed gear BOM through the manufacturer's website, you do not need to recreate every individual product in Parspec.
Instead, Navigate to the Pricing and Lead Time Tab and create a new section within your BOM and rename the section Gear.
Add a line manually and enter the applicable information. For example:
Manufacturer: Schneider Electric
Model Number: Gear Bill of Material (Attached)
Quote Notes: See appended pages below
Adding a quote note helps direct your customer to the detailed manufacturer BOM that will be appended to the final quote.
💡 Tip: Need to include a miscellaneous item? Just hit Enter to add another line item below.
Step 5: Add the Lot Pricing
Navigate to the Lots folder and create a lot for your gear package.
Click the pencil icon to pull up the lot modal “+” (Add Lot) button
Give the lot a recognizable name, such as 'Schneider' or 'Gear Lot', and enter the total cost associated with the gear package.
Once entered, you'll see the lot value included in the overall total for your quote.
Click X to close the pop-up
Step 6: Apply the Lot to Your Gear Line
Navigate to the Lots cell and double click to apply your lot from the drop down.
This connects the pricing from your lot to the gear line displayed on your quote.
Step 7: Add Additional Costs
Add any other applicable costs to your quote as needed, such as:
Fees
Freight
Services
Before creating your quote, review your costs, margins, and sell prices to ensure everything is accurate.
Step 8: Create Your Quote
Once your BOM and pricing are complete, select Create Quote.
Within the customize quotes, upload the manufacturer BOM under the 'Attachments' step. For example, upload the complete Schneider Electric BOM containing the detailed products and specifications for the gear package.
This allows the manufacturer's documentation to be appended directly to your Parspec-generated quote.
Once all your quote setting are applied, select to 'Next' to create your quote(s).
Learn more about How to Customize a Quote
Step 9: Download and Send Your Quote
Once your quote has been created, you can download a copy directly from the BOM.
Open the applicable BOM and select the Documents tab.
Select Quotes to view the quotes created for that BOM.
Locate the quote version you want to download and click the three-dot menu (⋮).
Making Changes
If you need to make changes to your quote later, return to the applicable Project → Opportunity → BOM → Pricing and Lead Time
Update the pricing, lot information, notes, or other applicable details and regenerate your quote.
Then repeat steps 8 and 9 for your new version.