Catalog System

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The catalog system allows you to save a copy of an item and its components for use in future projects.  Suppose that over several months you find you are proposing a particular set of end tables to many clients.  You could place this end table in your catalog and the retrieve it with a single action instead of typing all the information each time the table is used in a project.

You may go directly to the catalog by clicking the Project menu, choosing More then Catalog.

project - catalog

A window will appear showing all of the items currently in your catalog.

catalog glossary

You may add items, delete items or edit items by using the buttons at the bottom of the window.  If you type an item and its components into the computer using this window, it does not become part of a project.  It is simply a new choice in your catalog.  This window will be most useful when either editing catalog items that were entered earlier or when deleting catalog items from the catalog.  You may enter items into the catalog here, but we will next discuss another method for entering items into the catalog that you may find more convenient.

 

Store an Item from a project in your Catalog

The most obvious time to realize that you are repeatedly entering the same item is while you are entering it into a project specification.  The program allows you to place the item into your catalog system at this point. Simply complete the entry of the item and component information as you normally would.  After the item is entered into the project, with the item highlighted on the Specifications list, click on the More menu buttonMore and select to Store the item in the Catalog. StoreIteminCatalog

A window will appear in which you may enter the catalog number that you would like to use for this item.

store item in catalog window

You may also enter information on the color, size, style and finish.  Then click the "OK" button.  The computer will automatically copy all of the information about the highlighted item and its components into the catalog for you.  You may then use that item from the catalog the next time it is required.

 

Add an Item to your Project from the Catalog

Adding an item to your project from the catalog is quite simple.  At the bottom of the Specifications window on the "Item View" tab you will see a button menu for addFrom. From this menu select Catalog catalog button.

The Add Item from the Catalog window will appear.

add item from catalog window

On this Window you may enter the catalog number that you have assigned to the item or you can click on to search the entire catalog listing.

Enter a quantity. The quantity of each component will be multiplied by this number (i.e. 4 legs to a table, 2 tables will yield 8 legs). There is also a place for you to enter the location where this item will be placed in the project.

 

The method of calculating the price of the item can also be chosen; to use the price exactly as it has been entered into the catalog, chose the “Use Catalog Estimated Price” option.  The “Use Project Pricing Calculation” option will apply the current default mark-up settings defined in your project to the cost of each component in your catalog item and calculate a new price of the entire item.

 

When you are finished, simply click the "OK" button at the bottom, and the item will appear in your project.