Printing a Bill of Material in O4

Users can print the bill of material not including pricing for any quote that is not in a closed status. This article will explain how to print the bill of material for a quote 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 "Bill of Material."

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

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

9. If    was selected, a new page will appear that will allow the user to check the boxes for the manufacturers that should appear on the print. Select  .

10.A new page will appear allowing the user to customize how the bill of material prints.

• 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.

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.

11. Select .