When to set up a bill of materials

You should set up a bill of materials if you want to be able to print the following reports from Sage Estimating:

• Quote sheets, which you can send to suppliers
• Materials lists for placing orders with suppliers

Setting up a bill of materials involves assigning material items in your standard database to material classes. As you set up your bill of materials, you specify:

• The order in which items print on the bill of materials reports
• The descriptions that suppliers use for material items (these descriptions print on the bill of materials reports instead of the item descriptions used in Sage Estimating)

After you assign an item to a material class, the bill of materials information is included with the item during takeoff.

Example