Add a detailed bill of material to an item in a quotation or a sales order

Article • 4/27/2026 • 1 min read

The detailed bill of material lists all the parts and assemblies needed to produce a part. For parts that do not already have a standard bill of material, you can add a detailed bill of material to your quo- tations and sales orders.

To add a detailed bill of material

  1. Open the quotation or sales order.

  2. Add the detailed bill:

    1. Click the Items tab.

    2. In the grid, select the row that contains the item.

    3. Click the ellipsis under the Action column.

    4. Select Grid Actions > Detailed Bill of Material.

      The Sales Order Detailed BOM or the Quote Detailed Bill of Material page appears.

  3. Select the line before which to add the component.

  4. Add a part:

    » Add a part from scratch

    » Add a part based on the highlighted item, a job order, or an item in an estimate file.

  5. On the Toolbar, click Save to keep the item.

  6. Repeat steps 4 and 5 for each part or assembly to add.