✽ Change references to BOM within the system to be "Assembly
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We have changed the term "BOM" to "Assembly" throughout the system to provide clearer context and align more closely with how the feature is used in practice.
✽ Proposal Breakdown Functionality
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The breakdown functionality allows users to customize how information is displayed in quotes and proposals by offering three main options: Order Lines, Summary, and Sections. With Order Lines, all individual products are shown; Summary provides a condensed view with just the description and total; and Sections display only the section headers and their totals. Additional tick boxes let users control which columns (like quantity, unit price, subtotal) appear in the output, and an editable description field can be added to section headers. This flexible setup ensures that both PDFs and portal views reflect the selected breakdown style, making it easy to tailor proposals to client needs and preferences. -
Breakdown Option Summary
Breakdown Option Order lines 
- Breakdown Option Section
Click on the link below to access a demonstration video on Breakdown functionality
Breakdown View Options - YouTube
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