Home > SIX 2013 Documentation > User Guide > Projects > Project Editor > Editing Items in a Project

Editing Items in a Project

Details

 

There are multiple ways to edit Items within a Project.

Remarks

 

Whether or not the Items that you edit get updated to your Catalog are based on your Project Settings:

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/project_settings.jpg

 

If you leave "Never" as your default, you can always update Items at any time via the Update to Catalog feature.

Edit Button

 

Double-click any Item in the Grid or select and click the Edit Button:

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/edit_button.jpg

 

Make any changes you want and click [Save and Close]:

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/edit_product_form.jpg

Mass Update

 

The Mass Update feature is the quickest way to update multiple Items at a time. Click here for details.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/mass_update.jpg

Price Rules

 

Price Rules are a quick way to apply pricing changes based on rules that you have created. Click here for details.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/price_rules.jpg

Accessories

 

You can add Accessories to Items directly within a Project. Click here for details.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/accessories_button.jpg

Order Status

 

You can change the Order Status fields for multiple Products at a time via this function:

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/order_status.jpg

 

Click here for details on Order Status.

Assign Locations/Systems

 

You can assign/re-assign Locations and Systems via the Assign button. Click here for details.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/assign_location_and_system.jpg

Update Case

 

The Update Case feature will allow you to mass update the case settings from your Catalog for the following fields: Manufacturer, Category, and Subcategory

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/update_case.jpg

 

On the Update Case form, choose the fields you want to review and click [Save].

 

update case form.jpg

Edit in Grid

 

There is limited editing directly in the Item Grid. You can edit the following fields for a single item at a time by clicking in the field and editing: Unit Cost, Unit Price, Margin, Markup, Labor Hours, Serial Number, IP Address, Taxable, Owner Furnished Equipment, Fixed Labor, Variable Labor, Use Phase Labor, Fixed Labor Cost, Fixed Labor Price, Fixed Labor Margin, Fixed Labor Markup, Custom Fields 1-8, and Wire Length.

Update Similar

 

If you use edit a single Item in the grid, you can than select multiple of the same or similar Items in the grid and update them to match the Item that you edited. See here for details.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/update_similar.jpg

Site Map for Projects

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Last modified
09:23, 9 Jun 2014

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