Printing a Manufacturer Breakout in O4

Users can print an Manufacturer Breakout. This option is used when a winning customer has been selected and the user must send the BOM broken out by manufacturer followed by a summary page of all manufacturers. This article will explain how to print a Manufacturer Breakout in O4.

1. Select the  icon.

2. Select "Projects" from the drop-down list.

3. The "Project/Quote Listing" page will appear.

4. Open an existing project.

5. Select "Produce", and select "Send."

6. A new page will appear presenting the print options. Select "Manufacturer Breakout."

7. A new page will appear allowing the user to select all customer or specific customers. To include a contact, select "Contacts ".

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8. A new page will appear allowing the user to limit the manufacturers that appear on the print. 

9. If is selected, a new page will appear. Check the boxes for the manufacturers that should appear on the print. Select .

10. A new page will appear allowing the user to customize the print options.

Pricing Print Options

• Unit Price- display the unit price.
• Extended Price- display extended price column.
• Show Grant Total (Lot Net)- display a grant total of all parts.
• Show Subtotals and Options- display any subtotal or option line.
• Show Component Prices- display component, lamp, and accessory prices.
• Quote 2nd Column- display a 2nd price column. Note: Unit Price must be checked.
• Show Tax Estimate- display estimate for the tax based on customer setup or project location.
• Show Tax Subtotal Estimate- display taxes for each option code on the BOM.
• Show Manufacturer Totals- display totals per manufacturer at the bottom of the print.

BOM Print Options

• Hide Quantities, Hide Line Notes, Hide Description- hide these items.
• Hide Part Numbers, Hide Manufacturer IDs, No Parts- hide these items.
• Suppress Zero Quantity- suppress lines with a zero quantity. 
• Show Manufacturer Terms- display manufacturer terms and conditions at the bottom of the print.
• Show Lot Lines- display lot lines.
• Show Components, Lamps, and Accessories- display component, lamp, and accessory lines.

Header Print Options

• Show Bid Name- display the project name, phase name, and bid name.
• Show in Landscape- print landscape orientation instead of portrait orientation.

11. Set the print output to PDF or Excel.

12. Select .

13. The email builder will appear. Make changes to the recipients and body as necessary.

14. Select .