When creating your BOM, there are multiple ways to upload your list of products. Learn how to upload your list whether it's a PDF or excel sheet format.
Step by Step
1. Within your BOM screen, continue with "Primary" as your linkage if this is your first BOM created in your Project. You can input a BOM name and select the primary customer in the fields below. If you wanted to add additional BOMs within this screen, you can click "Add BOM" to do so.
2. Once created, click into your BOM to then import products. To add or rename BOMs, you can select "Manage BOMs".
3. Once in your BOM, click "Import Products" to upload your product list
4. Select how you would like to import products. Proceed with the first option if you are uploading from a product list such as a quote, fixture schedule etc. If you are uploading a submittal with a product list and datasheets included, select the second option. Then the last option allows you to import products from an existing BOM and project within Parspec. You can indicate which section of your BOM you import products to then upload your document and hit "Confirm" to proceed.
5. Once your document populates within Parspec, click "Select Schedule" to draw an orange box over the information you want to upload then hit "Confirm Selection"
6. The orange highlighted columns in the next step allows you to confirm the correct header and information will be uploaded into your BOM. You can reassign the columns by clicking on "Select" and chosing the correct header for the column. You can "Ignore Column" if there is information you do not want to upload then hit "Confirm All" to proceed.
7. Lastly, all information will populate right into your BOM tab and from here you can sort and organize your line items. To continue to add more products, you will return to your BOM tab and click "Import Products" again.
