QuoteWerks Support Portal

Hi all,

is it possible to import bill of material, given that it has the same product nr. we are using in our database.

we have a technician using drawing software that can create a BOM and it would speed up the process to be able to import the file.

thanks in advance

What format do you get the BOM in?

Have you found/reviewed the Paste Special feature of QuoteWerks?

now I am getting it in .xls but I am working on it to be .xml

no, I have not seen the Paste Special feature, can I copy/paste a list of product numbers?

Yes, you can.

See the documentation here, which should advise in enough detail:

Paste Special Wizard (quotewerks.com)

Works lovely for a number of my clients.

Hello Björgvin

I'm sure Matt's suggestion will serve you well.

Also be aware you can take this to other places as well..

You could also consider creating a 'supplier's or 'vendor' product database of the "boms" and this might give you extra flexibility.

1. You can also use product> import wizard to bring the bill of materials one by one
   or actually loads of them together.
   
   You would basically set up a quick product database 1st or use an existing one.
   Goto Products > Import wizard.
   Pretty easy that. Map your columns from a CSV file and at end;
   save an "import template" (.pit) file.
   In future you select the "import template.pit" template
   and run your BOM file through its column mapping.
   
   The boms then appear in the supplier database and you can pull them into any document - quotes, orders, invoices. To do same again rinse and repeat.
   
   
2. Another route to get a similar future result with all your boms in a product database is...
   

Use Matt's route to get the data in then when those items are on the quote document select all the line items you want and push them into the product/supplier database.

This is so easy...>>
2a. select the line items on the quote then >> CONTROL+C
or Right click and copy.
2b. Then jump to the product database where you want to create the BOM
items or catalogue them for future reference.
2c. >> Right Click >> Append Paste.

Try it you might like these features!

( QW rocks at getting data in :0).

attached are sequential screenshots.

[ Work is not political ]

 
https://www.quotewerks.com/updates/UpdateAgent.asp?VersionBuild=5.6.01&Version=5.6&Build=1