QuoteCQ: How to Import a Costed BOM into CalcuQuote

Need to carry over material costing from another quoting tool? With this import, you can bring in detailed BOM and pricing data during RFQ creation — quickly and accurately.

🧭 Step 1: Start the Import Process

1. Navigate to Create RFQ.

2. Click the CBOM Import link.

3. Fill out the required RFQ sections:

• • Quote Information

  • Customer Information

  • RFQ Custom Fields (if applicable)

📂 Step 2: Upload the CBOM File

1. In the CBOM RFQ section, choose your CBOM file (must follow your company’s standard CBOM format).

2. Click Validate and Import.

🧠 Step 3: Smart Import Mapping

If validation passes, you’ll be taken to the Smart Import screen.

• In the MAP DATA step:
  • Map your CBOM columns to CalcuQuote fields.
  • Required field mappings:
    • BOM
    • Parent Part
    • Quantity
    • Supplier
    • Assembly Name
    • Internal Part
    • Pricing
    • Supplier Unit Price

Click Validate and Import again.

🚀 Step 4: Watch the Import Progress

A progressive loader will guide you through these steps:

• ✅ Create RFQ

• ✅ Add BOM & Submit BOM

• ✅ Add Pricing & Auto-Select Pricing

Once complete, you’ll be redirected to the RFQ List in QuoteCQ.

⚠️ If anything fails during the import, an error message will appear on the loader screen.