Create bill of materials spreadsheet and update record
Create bill of materials spreadsheet and update record
Your BOM records often lack a shareable spreadsheet, delaying parts ordering and install prep. It creates a BOM sheet, files it to the BOM folder, and updates the project record with the link same day.
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Overview
When a BOM timestamp is set in your CRM, this flow produces a complete parts spreadsheet, stores it in the shared BOM folder, and writes the link back to the project record. That means operations and procurement can access and act on the parts list same day, removing manual file assembly bottlenecks.