The PSA button in the Add Products from Library interface allows you to download Products specific to the Professional Security Association (PSA) list of products from their online store:
There are two major functions with this integration.
In order to update your pricing from PSA, you must register with PSA:
This will open the following form where you can enter your Customer ID and Access Key. You can obtain your Customer ID and Access Key by joining PSA at www.psasecurity.com.
A list of all of PSA Manufacturers and Categories will display on the left side of the dialog allowing you to filter:
One method to download the Products displaying on the page is to use the Download button on the Ribbon where you can choose "Selected" or "All":
You can also select the Products you wish to download and click the Download button next to one of the selected Products:
Another option is to select the Products that you want to download and drag them over to the Downloads section on the right side of the interface. Use Shift or Ctrl on your keyboard to select multiple products.
You can choose what fields you want to download (the default is all fields), as well as a few other options:
Mark downloaded products as approved
This option is checked by default. You may wish to uncheck this if you want to easily find products in your Catalog that you have not yet reviewed.
Ignore blank product field values
This option is checked by default. Having this checked will not overwrite a locally populated field with a blank field from the PSA Library when doing an update on a Product you have previously downloaded.
Download product thumbnail(s)
This will download the jpg thumbnail image for products.
When you close the Add Products from Library interface after downloading products, you will be prompted to update your pricing from PSA. The data field that will be updated for your PSA products is Unit Cost. You can then set your Unit Price manually for these products, set a margin/markup, or apply Price Rules to them.
Here you can choose to set an automatic schedule for when to update the pricing for your PSA products, choose which Price Types you want to update, or manually update any time by clicking the Update PSA Prices button. You can also access this dialog any time via the Schedule Price Updates button on the ribbon:
If you downloaded the Products from the PSA library as discussed above, these products will be updated.
If you downloaded a product from another library or manually created a product, these products will be updated with PSA pricing if both of the criteria below are met: