You can now import alternate part numbers alongside your main BOM — no extra steps or menus required. This feature makes it easier to manage pre-approved alternates and streamline your quoting process.
Step 1: Click on Smart Import
With a BOM already imported, navigate to the Actions button and click on Smart Import.
Step 2: Import your approved alternates list
- Drag and drop the file of approved alternates into CQ.
- Please note, you'd need to reference the Line Item number so the system imports the alternates to the correct line.
Step 3: move forward to import and confirm the alternates
Click in the Next button to move forward and Import.
A popup appears when you import a BOM into an existing BOM. The system detects any overlapping parts and prompts you with a choice:
✅ If You Select “Yes, add as alternates”
For each line item in your import:
-
If that line item already exists, the system adds the new part(s) as alternates to the existing one.
-
If the line item does not exist, it is added as a new line in the BOM, and any associated alternates are added to that line.
All alternates are imported with the status Pending, so you can review and approve them later.
❌ If You Select “No”
-
The system skips the alternate import step and takes you back to your previous screen.
-
No changes are made to the existing BOM.
📌 Quick Recap
|
Action |
Result |
|---|---|
|
Import BOM into existing BOM |
Triggers alternate import popup |
|
Select “Yes” |
Adds alternates to matching or new line items (status: Pending) |
|
Select “No” |
No alternates imported, no changes made |