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Converting an estimate into a BOM

To convert an estimate into a BOM

Open: Estimating > Processing > Convert to BOM.

  1. Select the Estimate No. that you want to convert to a BOM.
  2. Click OK.

    If you have non-stock itemsItems which do not have a product record set up in Stock Control. Such items are usually bought for a specific job. on this estimate, the Enter New Stock Item window appears for each item. You must enter a stock code for every non-stock item on the estimate.

    When you have entered your product codes, the new BOM appears in the Bill of Materials List and the estimate is cancelled.

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