Changing a bill of materials

To change a bill of materials:

1. Open the Bill of Materials window in one of the following ways:

   • On the ribbon, from the Codes group on the Data 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.)

2. 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.

3. Expand the Material Classes list as needed.
4. Make changes as needed. You can:

   • Change the BOM description for an item.

     1. Click the BOM description.
     2. Click [Edit].
     3. 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.

5. When you finish changing your bill of materials, click [Close].