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Update To/From Catalog

Video

 

Details

 

The Update To/From Catalog features in SIX allow control and flexibility of what data gets updated to/from your SIX Catalog.

There is a Project Setting that can trigger the Update To Catalog feature when edits are made to Items in a Project:

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/Update_To_From_Catalog/update_to_catalog_global_project_setting.jpg

 

When set to "Prompt" the Update to Catalog form will open automatically when you edit an Item in a Project.

Steps

Update to Catalog

 

  1. Select the Items in the Project that you want to update to your SIX Catalog. These could be pricing changes or Labor Hours changes that you want to apply to the Catalog for use on future Projects. Click the [Update To Catalog] button and choose either Products, Labor, or Packages, depending on what you've selected to update. You can also right-click to access this feature.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/Update_To_From_Catalog/update_to_catalog_button.jpg

 

  1. The update form will show you existing Items that will be updated as well as new Items that will be created in your SIX Catalog, depending on what Items you have selected.

 

update to catalog form.jpg

 

  1. The [Fields] button allows you to choose the fields you want to update to the SIX Catalog.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/Update_To_From_Catalog/fields_button.jpg

 

  1. Depending on what Items you've selected, you have options to "Update new products", "Update existing products", or "Mark new products as approved". If the Items you selected have Accessories, you have the options to "Append new accessories", "Overwrite all accessories", or "Ignore accessories":

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/Update_To_From_Catalog/accessory_options.jpg

 

  1. Click the [Update] button.

Update From Catalog

 

  1. Select the Items in the Project that you want to update from your SIX Catalog. These could be pricing changes made in your SIX Catalog for Items that you've already added to a Project (assuming you are still in the bidding process of course). Click the [Update From Catalog] button and choose either Products, Labor, or Packages, depending on what you've selected to update:

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/Update_To_From_Catalog/update_from_catalog_button.jpg

 

  1. The update form will show you existing Items that will be updated as well as new Items in the Project that don't exist in your Catalog and will not be updated.

 

update from catalog form.jpg

 

  1. The [Fields] button allows you to choose the fields you want to update from the SIX Catalog.

 

File:SIX_Guide/007_Projects/002_Project_Editor/Editing_Items_in_a_Project/Update_To_From_Catalog/fields_button_from.jpg

 

  1. Click the [Update] button.

 

 

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Last modified
08:44, 30 Oct 2014

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