The [New] button allows you to add a Product from scratch to your Catalog via the Product Explorer.
This allows to you add a new Product from "scratch" to your Catalog for use in Projects and Service Orders. You can use this function when the Product is not available to be downloaded from D-Tools via the Add From Library feature.
The [New] button will open a New Product interface:
If you are just interested in "proposal ready" vs. "drawing ready" Products, then you will likely want to enter the following fields in addition to the required fields: Manufacturer, Model, and Category.
Field | Tab | Purpose |
Subcategory |
General |
Helps you find Products quickly |
Image | General | Can be displayed next to the Product on Proposals |
Short/Long Description | Description | If a Long Description is entered, it will display on Proposal reports vs. the Short Description |
Unit Cost | Price | There are three Price Types, enter at least one Unit Cost - this is what the Product costs you |
Unit Price | Price | There are three Price Types, enter at least one Unit Price - this is what you sell the Product for |
Phase | Price | This identifies the Phase where the Product will be installed, and also holds your labor rate if you are charging for labor this way. See Labor Considerations. |
Labor Hours | Price | This field is for the estimated hours to install the Product. It multiplies by the Phase rate assigned to the Product if you are charging for labor this way. See Labor Considerations. |
Taxable | Price | This is checked by default and will charge your tax rate. |
If you intend the Products you are entering from "scratch" to be used on drawings, namely the Elevation and Schematic pages/sheets in our Visio/AutoCAD interfaces, then you should also enter the following fields.
Field | Tab | Purpose |
Height | Specifications | This measurement is used for Elevation shapes/blocks in the Visio/AutoCAD interfaces. |
Width | Specifications | This measurement is used for Elevation and scaled Plan shapes/blocks in the Visio/AutoCAD interfaces. |
Depth | Specifications | This measurement is used for Elevation and scaled Plan shapes/blocks in the Visio/AutoCAD interfaces. |
Inputs/Outputs | I/O's | These are used for Schematic shapes/blocks in the Visio/AutoCAD interfaces. |