Feature
Find and Replace in Catalog allows you to quickly find all instances where a Product or Labor Item is an Accessory to another item or is part of a Package.
This saves a ton of time and removes the need for you to "memorize" your SI Catalog. Use this feature when a product becomes discontinued.
Details
This feature is available in both the Product Explorer and the Labor Explorer.
- In either the Product Explorer or the Labor Explorer, select the Product or Labor Item that you want to find.
- Click the Tools tab then click the [Find and Replace in Catalog] button.
- The "Find and Replace in Catalog" form will open and will display all instances where the Product/Labor Item is an Accessory or is part of a Package.
- Use the check boxes or the [Select All] buttons to choose which items you want to "swap out" the selected Product/Labor Item.
- Click the [...] button to find the replacement Product/Labor Item.
This will open the Select Replacement Product form where you can select any Product from your Catalog:
- Once you've selected the Product/Labor Item, click the [Replace] button: