Introduction 

StrataVAR Partner Quoting Workspace (PqW) supports importing Bills of Materials (BoMs) from distributors such as Ingram, TD SYNNEX, and other supported partners through API-based integrations.

This article explains how to import distributor-provided BoMs into PqW, from launching the workspace through verifying a successful import.

Why This Is Needed & Where It Fits in the User Journey

Many VARs source products through distributors rather than directly from vendors. Distributor API imports allow users to:

• Retrieve distributor-generated BoMs directly into PqW
• Reduce manual data entry and file handling
• Maintain consistency with distributor pricing and item structure

This step occurs after launching PqW and before assembling BoMs into a Container Quote.

When to Use Distributor API Import

Use this method when:

• The BoM is created or maintained by a distributor
• API integration with the distributor (for example, Ingram or TD SYNNEX) is enabled in your org
• You want to avoid file-based imports for distributor data

Typical scenarios include:

• Multi-vendor deals sourced through a distributor
• Quotes involving non-Cisco vendors supplied by a distributor
• Distributor-managed pricing and availability

Prerequisites

Before importing a distributor BoM, ensure that:

• Distributor API integrations are enabled for your org
• You have permission to access distributor-sourced BoMs

Step-by-Step: Importing a BoM via Distributor API

Step 1: Navigate to the required opportunity in the Org

• Log in to Salesforce org for your organisation.
• Navigate to the relevant Account and Opportunity for Salesforce
• Click on Import BoM Button.

This opens Import BoM Dialog box with default options in mode of import, source etc.

Step 2: Select the Distributor as the BoM Source

• Keep mode of import as API. 
• From the available BoM sources, select the required Distributor (for example, Ingram, TD SYNNEX, or another configured distributor).

PqW connects to the distributor system using the configured API integration.

• In Profile selection dropdown, select the profile as required.

Step 3: Select the Distributor BoM or Quote

• Fill in the required inputs such as whether BoM is for renewal, and quote id and continue with Import BoM button.

Step 4: Import the BoM into PqW

• Click Import and you will see a message of successful import as shown.
• PqW retrieves the BoM data from the distributor and creates a BoM record in PqW.

Step 6: Verify Successful Import

• After import: The distributor BoM appears in the BoM list within PqW.

The BoM is now available for:

• Full BoM addition to the quote, or
• Item-level selection before adding to the quote

What Happens After Import

Once the distributor BoM is imported:

• You can review item details and quantities
• You can add the complete BoM or selected items to the quote
• Pricing, grouping, and supplier-related actions become available after items are added

Common Checks After Import

It is recommended to:

• Verify item quantities and descriptions
• Confirm distributor reference details
• Review pricing before adding items to the quote
• Any discrepancies should be addressed before proceeding.

Conclusion

Importing BoMs via distributor APIs allows users to seamlessly bring distributor-sourced data into PqW, supporting efficient and accurate multi-vendor quoting.

Once imported, BoMs can be reviewed and added to a Container Quote for further processing.

What’s Next?

After importing a distributor BoM, continue with:

• How to Add BoMs or BoM Items to a Quote
• How to Create a Customer Quote (if not already created)