How to Upload a Product List

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, select "From a product list" and click "Browse". Select "Confirm" once you have your list selected. 

2. If this is a PDF, select "Select Schedule"

If your list is an excel, select within any cell.

3. Click within the document and drag the orange box to highlight your full list of products and select "Confirm Selection(s)" when done. 

If your list is an excel, drag out the pink box to highlight your full list of products. 

If you need to rotate your document view, select the icon as you select schedule.

4. Review the columns and that it is mapped to the respective header. If a column isn't mapped out, you can click on the "select" dropdown to select the appropriate header. Click "Confirm All" when done.