· (applies to SE Employees)
- Schneider Electric employees can now initiate a project bill of materials on behalf of their customer or distributor and then transfer the ownership of that project to that company.
- Create a project BOM, click the transfer link, select either contractor or distributor, then the contact name. Click Transfer Project to complete the transfer.
- You can also add cc emails, include a message to the recipient and add attachments just like a regular BOM share that customers and distributors have.
Upon transfer, the user will receive an email with project details. They can then log into QuoteFAST, search on BOM name or number to display the BOM details. This action will add the project to their recent project list.
