Home > SI Documentation (v16) > User Guide > Projects > Project Editor > Tools Tab > Update

Update

The Update button on the Tools tab of the Project Editor has a variety fo features:

 

update dropdown.jpg

Products/Labor/Packages

 

products labor packages.jpg

 

This feature is called "Mass Update" in our Explorer interfaces. You can select one or more Products, Labor Items, or Packages and update the fields of your choice. Click here for details.

Similar Items

 

similar items.jpg

 

This feature allows you to update similar Products and Labor Items (same Manufacturer and Model) in the project without having to filter/search to find all of them. Click here for details.

Accessories

 

accessories.jpg

 

This allows you to update the Accessories for multiple Products and Labor Items at one time. Click here for details.

Alternates

 

alternates.jpg

 

This allows you to update the Alternates for multiple Products at one time. Click here for details.

Package Items

 

package items.jpg

 

This allows you to update the items within a selected Package. Click here for details.

Order Status

 

order status.jpg

 

Here you can manually update the order fields for an item if you are not using the Purchase Orders feature within SI but still want to track this data. Click here for details.

Install Status

 

install status.jpg

 

This allows you to update the Install fields for multiple Products and Labor Items at a time. Click here for details.

I/Os

 

ios.jpg

 

This allows you select multiple Products at a time and opens the I/O Studio where you can edit each Product's I/Os. Click here for details.

Product and Labor Price Rules

 

price rules.jpg

 

 

These features allow you to select multiple Products or multiple Labor Items and apply Price Rules to them. Click here for details.

Round Prices

 

round prices.jpg

 

This allows you to select multiple Products or Labor Items and round the price field to a level of your choosing, e.g. get rid of the ".99" and use whole numbers for the price. Click here for details.

Regenerate Component ID

 

regenerate component id.jpg

 

This allows you to regenerate the Component ID of multiple Products, Labor Items, and/or Packages at one time. Click here for details.

Recalculate

 

recalculate.jpg

 

This allows you to recalculate the cost and or price for any Calculated Items in that you have selected. Click here for details.

Update Case

 

 

update case.jpg

 

This allows you to update the case for the following fields for consistency in your view within the Project Editor and on reports: Manufacturer, Category, and Subcategory. Click here for details.

Last modified

Tags

This page has no custom tags.

Classifications

This page has no classifications.