Using Specification Sheets and Templates

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Specification Sheets

The specifying portion of Design Manager offers several features that can be used when there is a need to supply specification sheets to the client. The information entered on the Spec. Info. Tab is used whenever you create specification sheets for your client.  Specification sheets may be printed by using the proposal feature of Design Manager (see Proposals and Documents Window). Specification sheets are usually employed when you will not be providing the client with the actual merchandise.  Instead, you will provide a precise list of all of the materials that must be obtained.  This list is the end of your involvement, and it is up to the client to actually obtain the merchandise.

It is often necessary, when providing these lists, to include information that would not normally be seen if the merchandise were being purchased by the designer.  There is a special tab of the Item Window in Design Manager that allows the designer to enter this type of information.  To enter this information go to the Specifications window.  Make sure that a project is entered at the top of the window.  Click the Edit button while highlighted on an Item to bring up an existing item or click Add to bring up a blank item window.  You will see a tab titled Spec Info.  Click on this tab to see the window shown below.

item- spec info window

Here you will enter the additional specification information.

Spec/Template No box:  You may find that in many cases, such as seating, you will tend to use the same set of attributes repeatedly for multiple Items.  The Spec/Template No box allows you to select an entire set of attributes quickly.  Clicking the search button in the lower left of the window while the cursor is in this field will bring up the Specification Template Glossary where pre-defined templates can be stored.  For more information see the Specification Template Glossary Window.

Many times specification items will appear on blueprints.  These items will be shown with an identifying number or code.  This code may be placed in the Plan No field to allow the association between items shown on the blueprint and items listed in the specification.

Material - Place a check-mark in this box if the item you are describing is material that will be used on another item in the specification.  An example would be a chair that is to be upholstered using a special fabric.  The chair itself would be an item, and the fabric could also be an item.  In this case the material box would be left unchecked with the chair, but checked for the fabric.  There is a report entitled Material Reference that can be printed to list items set as materials.

The Revised Date field is used to hold the date on which this item was most recently revised.

The manufacturer - Mfg. field is used to indicate to the client the company that manufactures the product and may be different from the company or vendor that will sell the product (even though this field takes a code from the vendor glossary).

Below the manufacturer is the source or the vendor code that the item is actually purchased from.  For example, you might specify that the client purchase some Hayworth office furniture.  It is unlikely that your client would purchase this furniture directly from Hayworth.  In most cases you would indicate the name of a Hayworth dealer who would supply the furniture to your client.  In this example, the vendor code of the Hayworth dealer (company selling the Hayworth item) would be placed in the Source box and the vendor code for Hayworth itself in the Mfg box.

The center of this window contains an area titled Attributes.  This area is made up of columns containing ten titles and ten descriptions.  To use this portion of the window simply enter the name of an attribute of the item in one of the Title fields.  The value of this attribute should be entered in the corresponding Description field.  For example, an item such as a table could have attributes consisting of dimensions and finish.  The Title box would contain the word "dimensions".  The Description field to its right will contain the actual measurements, such as 30" x 20" x 28".  The next Title field would contain the word "finish".  The actual finish would be typed in the Description field to the right, such as distressed antique cherry.  A maximum of ten attributes is available.

Below the attributes is a field titled Instructions.  You would type in this box any special instructions regarding installation, plumbing requirements, electrical requirements, venting restrictions, etc.