In order to copy a BOM from an old RFQ, you must first create a new RFQ. Learn how to Create a New RFQ.
- Once you have completed the RFQ, navigate to the BOM tab.
- Click on Actions and choose Copy BOM.
- You will then be prompted to enter in the assembly information in which you would like to copy the BOM.
You can enter in as much or as little information as you would like. (Reminder: You must ensure that the customer names are correct or take out that field as it will not populate if customers have different names) - After entering the desired information, click "Search Assembly."
- A table of search results will be shown. Click on the Quote and Assembly in which you would like to copy the BOM.
- Once you select the quote, choose the BOM to copy and click Submit. Then, confirm you approve the lines to be copied over.