Ingest cleanly
- Prefer CSV/Excel with a clear MPN column; paste lists when files aren’t ready
- Resolve unmatched lines early—everything downstream depends on Full Match quality
Review health before buying
- Check distribution + risk badges (NRND/EOL, zero stock, missing manufacturer)
- Use bulk alternatives, then Adopt deliberately—not every suggestion is drop-in
Track engineering change
- Use Changes for Adopt history and version diffs before you freeze a revision
- Watch Est. price as you swap lines so cost impact stays visible
Work with the agent
- In Work, reference specific BOM lines when asking sourcing questions
- Multi-select → Compare before locking a dual-source strategy
Collaborate
- Share the BOM (email invite) instead of exporting screenshots alone
- Keep supporting PDFs in Knowledge; keep the line list in Projects