Create Project or Quick BOMLearn how to start your workflow by creating a project and BOM. This project will store all of your bill of materials, submittals, quotes or O&M packages.
Upload ProductsWhen creating your BOM, there are multiple ways to upload your list of products. Learn how to upload your list whether it's a PDF or excel sheet format.
How to Add LinesQuickly add lines by pressing the "Enter" key, right-clicking to select "Add Product Below," or simply copying and pasting directly into the BOM.
Sort/Rearrange Product ListLearn how to reorder your product list whether by line item or alphabetically by type or manufacturer
Search for Options with Product FinderLearn how to use the product finder to extract key attributes from a datasheet to find an alternate product.
Establish Manufacturer ListsLearn how to create lists that can be used to filter products when using the product finder. Create lists representing your preferred manufacturers, your recurring vendor line cards, typical pricing…
Link Abbreviation and Manufacturer NameAdd manufacturing partners your organization uses and any associated abbreviations to increase datasheet accuracy.