Changing 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. 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?
5. 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.