How do I add the Bill of Materials in the Estimates App?

Updated on October 28, 2020 06:47AM by Admin

The Estimates App enables 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. Click here to know more about creating classes and choices in the Items App.

Steps to add the bill of materials

  • In the Apptivo application, go to the Estimates App. Create a new estimate.
Estimates App

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

  • Scroll down to the Products/Items Sold table. Click the search icon to add a configurable item from the Items App.
Add Item

  • Once the item is selected, choose the class and choice associated with the selected item.
  • Here, you can also configure the quantity.
Class and Choice

  • The item is added to the Products/Items Sold table.
Item Added

  • You can view the Bill of Materials by clicking the expand icon.
Bill of Materials

  • On clicking create, a new estimate is created for a configurable item with the Bill of Materials.
Estimate Created

  • The Bill of Materials information will be listed.
View BOM