1. Open the Bill of Materials window in one of the following ways:
   • On the ribbon, from the Codes group on the Data tab, click Bill of Materials.
   • In classic view, click Database menu > Bill of Materials.
2. Expand the Database Items list as needed and select one or more items to assign to the same material class.
   • You can sort the item list in a different order.

• You can arrange a list in a different order by choosing one of the sort options available.

Before you begin

Open the List window if you have not already done so.

To open a list, use one of the following methods:

• Click image\list.gif next to a field.

• Click image\pulldown.gif in afield or cell.

• Press F10.

To sort a list of entries:

1. (optional) Select the source option to display a list of entries from either the current estimate or standard database.

2. Use one of the following methods to select the sort option that is most useful to you.

Note: Not every List window has both options.

• Select your option from the Sort Item List By drop-down list.
• Right-click the item list area, and then choose your sort option from the Sort Item List By list.
• Typical sorting options include Description and Phase/Item. You can also set up your own item sort sequences.
• If necessary, press [¬] to collapse a list or [®] to expand a list.

Do you have linked item prices in your standard database? To assign linked items to the same material class as the selected items, select the Assign linked items check box.

3. Drag the selected items and drop them on the desired material class ( ) in the Material Classes list. Do you need a material class that has not been set up yet? Click [Add] and enter the information for the new material class. Sage Estimating creates a bill of materials (BOM) description folder () for the items (). It uses the description of the first selected item for the BOM description.

To display help for a list, click  on the window and then click the list.

4. Customize the bill of materials as needed.

To customize a bill of materials, you can:

• Change the BOM description for an item.
• Change the order of the BOM descriptions.
• Move an item to a different material class.
• Move an item to a different BOM description.
• Remove an item from the bill of materials.

5. When you finish setting up your bill of materials, click [Close].

[BCB:164:Chat Estimating US:ECB]