Can I push a Bill of Materials to my ordering platform?

[AlexandreBoulet]

Yes, the Software Companion enables you to push a bill of materials (BOM) to your usual Schneider Electric platform. Depending on your country and your agreement with Schneider Electric, several options are available. 

Once you have created a project, you have an option to Proceed to Checkout. 

If you are an EcoXpert Building Automation partner in USA: 

1. Once you have saved your Project, you can select the action from the menu: Download as CSV.  
2. This action provides three options: select iPortal.
   
   
3. A CSV file is automatically generated using the iPortal standard template. You can now use this file to import your BOM in iPortal platform to check your price and proceed with ordering. 
    

If you are an EcoXpert Power Management partner in USA: 

1. Once you have saved your Project, you can select the action from the menu: Download as CSV  
2. This action provides three options: select SE Advantage 
   
   
3. A CSV file is automatically generated using the SE Advantage standard template. You can now use this file to import your BOM in SE Advantage platform to check your price and/or share this information with your Distributor to proceed with the order. 

If you are an EcoXpert Building Automation, Power Management or Power Automation partner in another country and have a direct ordering relationship with Schneider Electric: 

1. Once you have saved your Project, you can select the action from the menu: Proceed to Checkout.  
   
   
2. A check is done to confirm your purchasing account. When the account is found, you can click on Next.
3. The Review and Confirm screen displays the purchasing account selected as well as the detailed BOM. Review to ensure everything is correct. If not, you can always click the Previous button and make corrections. 
4. Click the Add to mySchneider Cart button. 
5. A new browser tab opens and you will be taken to your mySchneider Order Cart. The selected BOM appears in the Add products section 
6. Complete the ordering form with the relevant information (PO Number, etc) and Installer Email in the Software license delivery section. 
7. Once all necessary details are entered, click the View final order button. The system will check your specific pricing and discount conditions and display the final price. 
8. Click Submit order to complete your order. 
9. The message “Your order has been placed successfully” is displayed along with Schneider Electric order number for your reference. 

In case no purchasing account is found, or the order is not processed successfully, please contact your Schneider Electric Sales Representative for assistance.  

If you are an EcoXpert Building Automation, Power Management or Power Automation partner in another country and have a direct ordering relationship with Schneider Electric: 

1. Once you have saved your Project, you can select the action from the menu: Download as CSV.  
2. This action provides three options: select Generic.
   
3. A CSV file is automatically generated. You can now use this file to check your price and/or share this information with your Distributor to proceed with the order.