Inside Sales PLT : How to export BOM data into excel file from Manage Order?

This article explains the steps for generation of BOM Export in manage orders.

1. Login into COMPAS with valid credentials

2. Click on the "Manage Orders" in the task menu

3. Enter the order number that you need and click on search icon. If the order is recently created, it gets listed as shown below in "Recent Orders".

4. Selected order is added and then click on the next button.

5. On doing so, the following screen is displayed to the user.

6. Columns to be exported to the excel file can be selected based on user requirements from the new option "BOM Export Settings" as shown below

On selection from the action menu, following window pops up for the user to select or un-select the columns.

6. Based on the selection of line items and then select the "BOM Export" from the menu

7. Report generated based on line item selection. Also, the report has the following column information

1    Order Number
2    Sold To Account
3    Quote Name
4    PO Number
5    No. of Line Item
6    Order Date
7    Total Order Price
8    Vendor
9    Order Number
10    Item No
11    ProductID
12    Description
13    Designation
14    Quantity
15    Unit/Lot
16    Unit Cost
17    Rejected

a) Line item selected

b) Select all line items or no selection of line items