- Open the Bill of Materials window in one of the following ways:
- On the ribbon, from the group on the tab, click Bill of Materials
- In classic view, click Database menu > Bill of Materials
- On the spreadsheet, in the Material Class or BOM Desc columns (if they contain information), select Edit Bill of Materials from the shortcut menu
Note: If both an estimate and a standard database are open, the estimate BOM information is displayed initially. You can use the options to switch between the estimate and the database BOM. (If only an estimate or a standard database is open, you cannot switch to the other option.)
- To change a bill of materials stored in the standard database, select the Database option.
To change a bill of materials for this estimate only, select the Estimate option.
- Expand the Material Classes list as needed.
- Make changes as needed. You can:
- Change the BOM description for an item.
- Click the BOM description.
- Click [Edit].
- Enter the new description
- Change the order of the BOM descriptions.
Click the BOM description and drag the folder (
) to a new position within the material class.
-
- Move an item to a different material class.
Select the item and drag it to another material class (
).
-
- Move an item to a different BOM description.
Select the item and drag it to another BOM description (
).
-
- Remove an item from the bill of materials.
Select the item and press the Delete key. The item reappears in the Database Items list.
-
- Set up a new material class.
Click [Add], and then enter the information for the new material class.
- When you finish changing your bill of materials, click [Close].
Tip: To edit the bill of materials for an estimate, Edit Bill of Materials is also available on the shortcut menu from the BOM description field of the Detail window.