Find and Replace in Catalog

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 2017 Catalog. Use this feature when a product becomes discontinued.

Details

This feature is available in both the Product Explorer and the Labor Explorer.

1. In either the Product Explorer or the Labor Explorer, select the Product or Labor Item that you want to find.
2. Click the Tools tab then click the [Find and Replace in Catalog] button.

3. 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.

4. Use the check boxes or the [Select All] buttons to choose which items you want to "swap out" the selected Product/Labor Item.

4. 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:

5. Once you've selected the Product/Labor Item, click the [Replace] button: