QuoteCQ: How to Use the Part Classification in the BOM tab

QuoteCQ users can use the classification of the components in the BOM to adjust the quotation to each type of components. 

The Part Classification can be as detailed as you want. It is only a matter of configuring your Part Classifications.

Article index:

• Upload Part Class in the BOM File
• Edit Part Class column in the BOM tab
  • Manual input
  • Using Scrub my BOM
  • Using Machine Learning

How to populate the Part Classification in the BOM

QuoteCQ has to ways of including the Part Class information in the BOM:

Method 1: Upload the Part Class in the BOM Excel file.

1. Add an additional column in the BOM file to indicate the part classification:
2. When importing the BOM, map the column as the Part Class:
3. The Part Class of the BOM file has to be the same as the Part Class terminology you use in the QuoteCQ Part Class Configuration. If not, the Import Widget will highlight the unmatched classification as an error:
   
4. In that same screen, you can fix the Part Class to the correct term:

Method 2: Edit the Part Class column in the BOM tab

If you didn't include the Part Classification column in the BOM file, once you import the BOM into QuoteCQ you can edit the Part Class Column. There are three ways of doing this:

Edit the Part Class manually

1. Click on on the Part Class cell of any line
2. It will display a dropdown list of the Part Clas-Types listed in the Part Class configuration
   

Use the Scrub My BOM function

Scrub my BOM will allow you to automatically populate the part classification using different sources:

• Rules Based Part Classifications
• Part Classifications from Data Source.
  

Use Machine Learning

You could also use our Machine Learning functionality to auto populate the Part Classifications in the BOM tab. See THIS article to learn more.

How to use the Part Classifications

By configuring and populating your materials Part Classes you can:

• Identify lines for PCBs to be populated and managed in the PCB Tab.
• Set a specific Lead Qty and/or Attr Rate per type of component that will populate automatically when classifying.
• Set a specific margin per component type.
• Set a specific MOQ per component type.
• Automatically count the Labor Cost per component type.