How to create an estimate with the Bill of Materials information in the iOS app?

Updated on October 14, 2020 04:27AM by Admin

The Estimates App of Apptivo in the iOS platform allows you to create an estimate with the bill of materials configured in the Items App. Let’s walk through the steps to create an estimate with the Bill of Materials.

Steps to create an estimate

  • In the Apptivo iOS application, go to the Estimates App.
Estimates App

  • Click the (+) icon located at the top and select Create New Estimate in the popup.
Create Popup

  • You will be redirected to the Create Estimate page. Add the information related to your estimate.
Create New Estimate

  • Scroll down to the Products/Items Sold table.
Items Table

  • In the Add Item page, select an item.
Select Item

  • If the selected item does not have a Bill of Materials configured, the item will be added. When the selected item has the Bill of Materials configured, the Bill Of Materials page will appear. Here, select the Classes and Choices.
Class and Choice

  • On selecting create, a new estimate is created. Now to view the item information, click the item in the Products/Items Sold table.
Items Added

  • You will be redirected to the Items table.
View Item

  • Select the View BOM button to view the classes and choices.
View BOM