Learn how to take an existing submittal and aggregate it into one.
- Watch the 3 Minute Video
- Read the Step by Step of Aggregator
- Read the Step by Step of Uploading Datasheets from a Submittal to an Existing BOM
Aggregator Step by Step:
- While creating your BOM, select From an existing submittal package and upload your existing lighting submittal
- Select your list of products by clicking Select Schedule and draw a selection around the products and Confirm Selection. We will map out the Type, Manufacturer, and Model number.
- Unselect anything that isn't a datasheet and Confirm
- The final step would be to decide to include or exclude the existing header and footer. If you want to include them then you can Confirm & Continue. If you want to exclude them and use your own header/footer within Parspec, you would click on the orange box and drag the blue dot to remove the orange box around the header and footer. Click Apply to All so this reflects for all datasheet and click Confirm & Continue.
Upload Datasheets from a Submittal to an Existing BOM
- Upload your products into the Bill of Materials
- Head into the Datasheets tab and select the products that you're needing to add the datasheets to. Select Add/Reuse Datasheet and select From an existing submittal.
- Unselect any pages that are not datasheets.
- The final step would be to decide to include or exclude the existing header and footer. If you want to include them then you can Confirm & Continue. If you want to exclude them and use your own header/footer within Parspec, you would click on the orange box and drag the blue dot to remove the orange box around the header and footer. Click Apply to All so this reflects for all datasheet and click Confirm & Continue.
