Setting up a bill of materials (BOM)
When to set up a bill of materials
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Open the Material Class window in one of the following ways:
- On the ribbon, from Codes group on the Data tab, click Bill of Materials.
- From the spreadsheet, right-click a material class, and then click Edit Material Class from the shortcut menu.
Shortcut menus provide access to commands that you may need to accomplish a particular task.
To open a shortcut menu, point to something in a Sage Estimating (SQL) window, and then right-click it. The available commands vary based on where you are pointing.
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Use the Source option to specify whether to save the new material class to the estimate or to the standard database.
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In the Material Classes pane, click [Add].
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Complete the fields in the window. You can use [Copy] and [Prefill] for this purpose. At a minimum, you need to enter a name (up to 20 characters) for the material class in the Material class field. This name appears as a product category on the bill of materials.
For more information, click
on the title bar of the window and then click a field or button. - When you finish setting up the material class, click [OK] to save it.
- Set up additional material classes in the same manner.
- When you finish, click [Close].
Tips:
- After you set up your material classes in the standard database, you can print the Material Classes report from the Database Reports group on the Reports tab to check them.
- You can use Edit Material Class from the shortcut menu to copy a material class from an estimate to a standard database or from a standard database to an estimate. (For more information, see Edit Material Classes command.)
- If you want the Material Class window to remain in add mode after you save each new record, use the automatic add mode option.