QuoteCQ: How to Copy Material Costing

If you would like to capture similar costing from a different assembly, you have the option to copy material costing.

Once you have submitted your BOM, QuoteCQ allows you to capture pricing in multiple ways. 

Here's how:

  1. Click Actions in the top right.
  2. Choose Copy Material Costing.
  3. You will then be prompted to enter in the assembly information in which you would like to copy material costing. 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).
  4. Once you have entered in the information for the assembly, click Search Assembly.
  5. Results will populate below based on the assembly criteria submitted. Click on the Quote/Assembly ID in which you would like to copy Material Costing and then click Submit.
  6. Confirm that you would like to copy Material Costing.
  7. Prices will then be populated based on the assembly you chose.