Working with standard databases > Building and modifying a standard database > Bill of materials > Changing a bill of materials
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Setting up a bill of materials (BOM)

When to set up a bill of materials

Bill of Materials window

Changing an existing material class

Setting up a new material class

Changing a bill of materials

 

  1. To change a bill of materials stored in the standard database, open the Database Bill of Materials window:

    • On the ribbon, from the Codes group on the Data tab, click Bill of Materials.
    • In classic view, click Database menu > Bill of Materials.

    To change a bill of materials for this estimate only, from the spreadsheet, right-click a cell in the BOM Description column, and then select Edit Bill of Materials from the shortcut menu.

  2. Expand the Material Classes list as needed.
  3. Make changes as needed. You can:
    • Change the BOM description for an item. How?
    • Change the order of the BOM descriptions. How?
    • Move an item to a different material class. How?
    • Move an item to a different BOM description. How?
    • Remove an item from the bill of materials. How?
    • Set up a new material class. How?
  4. 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.