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:
Works lovely for a number of my clients.
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.
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 ]