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Compare with Catalog

Feature

 

The Compare with Catalog feature allows you to compare field for Products and Labor Items in a Project with what is in your SIX Catalog.

 

File:SIX_Guide/007_Projects/002_Project_Editor/2013_Compare_with_Catalog/compare_with_catalog_button.jpg

What are the benefits of this feature?

 

This allows you to see differences in fields between a Project and your SIX Catalog.

When to use this feature?

 

When you want to see if anything has changed in your Catalog since adding the Product/Labor Item to a Project or if you want to compare changes made in a Project with what is in the Catalog.

Details

 

Once you select the Product(s)/Labor Item(s) that you want to compare, click the [Compare With] button on the Catalog tab within the Project Editor and select either "Products" or "Labor Items":

 

File:SIX_Guide/007_Projects/002_Project_Editor/2013_Compare_with_Catalog/compare_with_catalog_products.jpg

 

This will open the Compare with Catalog form:

 

compare with catalog products form.jpg

 

"Unit Price" is selected by default, but you can choose any field that you want to compare. Once you make your selection, click [Next >]. If there are any differences in the field selected between the Item in the Project and the Catalog, they will be listed:

 

compare with catalog products form 2.jpg

 

The default filter is set to "Dissimilar", but you can change this to "All" or "Similar" if needed, depending on why you are comparing:

 

File:SIX_Guide/007_Projects/002_Project_Editor/2013_Compare_with_Catalog/filter_on_form.jpg

 

You can manually Edit any product via the [Edit] button or you can use the Update from Catalog or Update to Catalog functions:

 

File:SIX_Guide/007_Projects/002_Project_Editor/2013_Compare_with_Catalog/edit_buttons.jpg

 

If you want to export out the comparison for review, you can export to either PDF or Excel:

 

File:SIX_Guide/007_Projects/002_Project_Editor/2013_Compare_with_Catalog/export_button.jpg

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Last modified
09:11, 9 Jun 2014

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