| Advanced
Precision Estimating Help Files - Catalog
Form |
The
Catalog Form is used to display catalog items, and properties
belonging to each of the catalog items. The following is a
list of tasks that you can perform:
|
|
| 1)
Add a Group – A group is a top-level item that is used
to group items. To add a group select Actions, Add Group. |
| 2)
Add an Item – An item must be added to a group, or another
item. To add an item select an item in the catalog, and select
Actions, Add Item. |
| 3)
Delete an Item – To delete an item or a group, select the
item in the catalog and select Actions, Delete Item. |
| 4)
Apply properties to an entire grouping of items – To quickly
apply a uniform cost to a group of items, select the group level
above the items and select Actions, Apply Group Properties.
Select which fields you wish to update by checking off the appropriate
checkboxes. Enter the new data you wish to apply and click Ok. |
| 5)
Change the sort order of an item – Items are not sorted
alphabetically, but by the order you add them. If you need items
to appear in a specific order select the item you wish to change
position for and click the Up or Down arrows to the right of
the catalog. This will move the item Up and Down in the sort
order respectively. |
| 6)
Preview a product listing – If you wish to print a list
of products in your catalog select File, Print Preview. |
| 7)
Change Item Properties – If you wish to change item properties,
select the item you wish to make the change to, and edit its
item properties appropriately in the group below. For a detailed
listing of item properties see the field list below. |
| 8)
Find a Catalog Item – If you need to quickly locate an
item in your catalog, select Actions, Find Item. Enter the name
or part number of the item you are searching for. (* can be
used for a wildcard). If the item is found it will be selected. |
|
| The
Catalog Form consists of many fields. The following is a description
of each field and the purpose it serves: |
| |
| |
| 2)
Item Properties – located near the bottom of the Catalog
Form, these fields show the item properties for the currently
selected catalog item. The fields relevant to Item Properties
are: |
|
|
| a)
|
Price
– Enter the wholesale price of the item here. |
| b) |
Markup – Enter a markup percentage for the item here. |
| c) |
Fixed
– Enter a fixed amount that will be added to the wholesale
price and markup. |
| d) |
Quantity
– Enter a default quantity for this item. |
| e)
|
Unit
– Choose a Unit type for this item if needed. |
| f)
|
Part
Number – Enter a part number for the item. |
| g)
|
Hide
– Selecting this field will cause the item to be hidden
in the invoice, but included in the Invoices Base Price. |
| h)
|
Lock
– This property can only be applied on a group item. It
prevents the user from adding more than one item from a particular
group. |
| i)
|
Retail
Price Calculator – Located next to the Fixed text box this
dialog box will auto-calculate the Fixed amount for you based
on what you need as a final retail price. |
