Home > SI Documentation (v14) > User Guide > Catalog > Product Explorer > Editing Products > Accessories


Accessories are Products or Labor Items that are associated with another Product/Labor Item in your Catalog. Accessories help you not forget to add Product/Labor Items associated with the "parent" item.


Accessories can be added to multiple Items at a time within the Product Explorer and Labor Explorer interfaces, as well as within the Project Editor. Select the items that you wish to accessorize and from the Tools tab click Accessories and then choose Selected or All:


accessories dropdown.jpg


This will open the Update Accessories form:


accessories form.jpg


Here you can click the Add Product or Add Labor buttons to add accessories to the selected Items. You can also Paste any Items that you have previously copied. When Accessories are added, the Prompt and Recommend options are pre-checked:


default options.jpg



This setting will trigger a prompt window for the accessory when the "parent" Product is added to a Project/Service Order. If you uncheck this box, the accessory will automatically be added to the Project/Service Order  when the "parent" Product is added.



This setting will pre-select the accessory in the prompt window within a Project/Service Order. Unchecking this box will require you to check the box within the prompt window if you wish to add the accessory to the Project. This is useful for accessories that are optional or only needed occasionally.



Checking this option will zero out the Price of the Product within the Project file, but not the Cost. It also zeroes out any labor being charged for the Product, but not the Cost of the Labor. This option is useful for Products that you want to use on Drawing Pages that "come with" another product and should not be charged for within a Project.


You can use the Update button to change the Prompt and Recommend settings for multiple Items at a time:




There are two options on this form regarding adding the selected Accessories:



Project Editor


Within the Project Editor you have access to this function the Update button:


project editor.jpg


Note: Adding Accessories to items within a Project do not automatically update (by default) to your Catalog. You can use the Update to Catalog feature if you wish to modify your Catalog.

Accessories Tab


You can also add accessories to individual Products/Labor Items via the Accessories tab when editing individual Products or Labor Items either in their Explorers. You can also do this within the Project Editor.


accessories tab.jpg



On the Accessories tab for an item there is a "Summarize in Client Reports" option. When this is checked, the accessories will not display on Proposal reports


summarize in client.jpg


The "parent" Item's price will have an asterisk next to it indicating that the price includes accessories.


summarize in client reports example.jpg


When "Summarize in Client Reports" option is unchecked, the accessories will display beneath the "parent" product. By default, pricing for the accessories will not display on the Proposal report. However, this can be changed, see below.


showing accessorie no pricing.jpg


The Report Definitions for Proposal reports have a few options relating to Accessories.


summarize accessories.jpg


Summarize Accessories? - the default is "Item" which means that the report will treat each Item with Accessories based on the "Summarize in Client Reports" option. You can override this setting whenever you want by choosing "All" or "None".


detail price.jpg


Show detail pricing? - will display the price of Accessories when choosing to show Accessories on the report.


showing accessories w pricing.jpg


Notice that in the image above that the "parent" item still shows the price including Accessories. There is another Report Parameter you can change to have the "parent" item just display its price. However, if you use this option you must choose to not summarize any Accessories and you must choose the "Show detail pricing?" Parameter described above. If you do not do both of these thing, your pricing on your Proposal will be wrong, i.e. the prices of Accessories will not be included on the report.


show product price.jpg


There is also a Report Setting named "Keep accessories with parent". The default is "True" and setting this to "False" will not list the Accessories beneath the "parent" Item:


keep accessories with parent.jpg

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