After creating a job, importing quantities, applying Spec Sets, and generating a Bill of Materials (BOM), you can manually adjust SKU quantities directly on the Job BOM page. Manual edits allow you to make final corrections or project-specific adjustments before exporting or sharing the BOM.
- On the Job BOM page, select the ellipsis (…) menu in the upper-right corner and choose Edit Quantities. You will notice the blue message that pops up notifying you that you are in Edit mode, and that some parts of the job BOM have been grayed out, meaning you cannot use them while editing the job BOM Quantities.
- Find the product you want to modify and select the Edit icon. The Edit Quantity dialog will open.
- In the Edit Quantity dialog:
- Verify you’re editing the correct product.
- If the product has multiple uses, select the specific use you want to update.
- Enter a new value in the New Quantity field. Type the new product quantity in the New Quantity field. You can add a note about why you made this change. This note only shows up on the Job BOM trace and will not export anywhere.
- (Optional) Add a note explaining the update. Notes appear only in the BOM trace and are not included in exported files.
- Click Save.
- After updating all necessary products, click the green Save Changes button.
- Review your edits, then select Save Changes again to finalize.
Note: Since you are not making any changes to your actual estimating logic, if you regenerate the job BOM, you will lose these edits. For that reason, we recommend that you make all edits as the very last step in your estimating process.