Linking BOMs allows you to maintain one set of project information while generating multiple customer-specific quotes. Any work completed in the primary BOM — such as importing products, updating pricing, or uploading schedules — automatically syncs to all linked BOMs.
Prerequisites Before creating BOMs:
Create/Navigate to a project or create a (quick) BOM
Step 1: Navigate to Your Opportunity
Open the project and locate the opportunity you want to work in. An opportunity represents a specific scope of work within a project — for example, lighting fixtures, lighting controls, gear, solar, or AV.
Step 2: Create Your (First) BOM
Within your opportunity open, select to create BOM.
Enter a BOM name. You can leave this blank — if you do, the system will assign a default name (e.g., BOM #1).
In the Company dropdown, select the customer you want to quote. The list will show all customers specific to your database. If a customer doesn't appear, check with your admin or select Create New Customer.
Step 3: Add Additional BOMs for Other Customers
On the left-hand side, click the + icon to add a new BOM. Enter a name (or leave blank for the default, e.g., BOM #2) and select the next customer from the Company dropdown.
Repeat this process for each additional customer you need to quote within the opportunity.
Step 4: Link Your BOMs
Before confirming, consider linking your BOMs so they share the same project data.
Select a BOM on the left-hand side and open the Details tab to link it to the primary BOM. Here's what each status means:
Primary BOM — Indicated by a star icon. This is the BOM you'll work out of. All changes sync automatically to any linked BOMs.
Linked BOM — Indicated by a chain icon. Inherits all content from the primary BOM.
Unlinked BOM — No icon. Operates independently. Use this when a customer's quote will differ significantly — for example, different pricing, quantities, or line items.
Step 5: Confirm Your BOMs
Once you've set up and linked your BOMs, click Confirm in the lower right-hand corner.
Step 6: Navigate Between BOMs
Select the hyperlink of the BOM name (BOM1, BOM2, BOM3, etc.) to open a BOM. To return to the project mainscreen, select the project icon in the upper left-hand corner.
As you begin to open your BOMs, separate tabs will appear to the right of the project icon — for example, North Star Electric | Summit Electric Supply | ABC Lighting.
Note: When you open a linked BOM, you'll see a message indicating it is linked to the primary BOM's content. To make independent edits to that BOM, select Unlink.
For example, in the screenshot above, although BOM 2 is currently open, it is linked to the Primary BOM (BOM 1), identified by the star icon. Any changes made in the Primary BOM will automatically sync to BOM 2 until it is unlinked.
Step 7: Manage Your BOMs
To update or manage your BOMs at any time, return to the project's main landing screen and select Manage BOMs on the far right-hand side.
From here you can link, unlink, or update individual BOMs as needed.
Need help? Visit the Parspec Training Academy or use the in-app support chat.