Click on the group name below to see a brief description of each column in the group.
Catalog Info columns
The following columns appear when the Grouped View radio button is selected.
Column |
Description |
Preview |
See Preview column |
Mfg |
Manufacturer code |
Manufacturer Name |
Manufacturer name |
Alt Mfg |
Alternate Manufacturer. The Mfg code of the archived catalog. |
Cat |
Catalog |
Catalog Name |
Catalog Name |
Part Number |
Part Number |
Option Group |
Option Description |
Part Description |
Part Description |
Category |
Furniture type |
Weight |
Weight |
Volume |
Volume |
Catalog Tag 1 |
For future use |
Catalog Tag 2 |
For future use |
Catalog Location |
Location of item in Catalog hierarchy |
Catalog Order |
Number representing the order that a product appears in a catalog. The first product encountered is 1, and so on. You can use this field to sort parts in an order similar to paging through the printed catalog. |
Catalog Date |
The date the catalog file was compiled by 2020 and not the date the catalog was last updated. |
Total yards |
For adding length of material required |
Counts columns
Column |
Description |
non-Plan Ct |
Used for a worksheet associated to a 2020 Cap drawing. Displays the quantity that was added in 2020 Worksheet. |
Plan Ct |
Used for a worksheet linked to a 2020 Office Sales design or a worksheet associated to a 2020 Cap drawing. Displays the quantity that is in the plan or drawing. |
Pkg Type |
Package Type |
Pkg Ct |
Package Count |
Count |
Pkg Count x Quantity |
Qty |
Quantity |
Discounts columns
Column |
Description |
Sell-% |
Sell Discount off list |
Sell+% |
Sell Discount over Purchase |
Purchase% |
Purchase Discount off list |
Margin% |
Margin Discount |
DPP% |
Dealer Purchase Price Discount |
International columns
Column |
Description |
List Adjust |
Percentage adjustment applied to List |
Exch Rate |
Exchange rate percentage |
Exchg Base |
Exchange Base amount |
Exch List |
Exchange List amount |
Exch Purchase |
Exchange Purchase amount |
Exch Sell |
Exchange Sell amount |
Exch Margin |
Exchange Margin amount |
Item Management
Worksheet has five columns used for additional control on a line by line basis:
Color - display a user-specified color, which can be set multiple ways.
Complete - indicate if the item is optioned and complete, optioned but needing an update, incomplete or unknown.
Lock - lock items from being updated or edited.
Flag - flag an item for a specific reason; also set automatically when an item is not found after updating against a catalog.
Annotate/Comments - add or edit an item note in plain text.
Note: From version 2025.2 the Annotation column has been relocated to the right-hand end of the worksheet and it has been renamed Comments. It will now contain plain text instead of rich text - this is to enable export and import in the OFDA XML format.
The status of these columns will be saved with the worksheet and remain set even when you close the worksheet.
When the Complete, Flag and Lock columns are turned off, the icons will still be visible in the Item column.
Note: When the Flag and Lock columns are turned off, you cannot change their values unless you turn on the column or use the Item Detail view of the Task Pane.
When printing a worksheet, you can choose whether or not to print the Flag, Lock and Complete icons in the Item column when those columns are not visible. This preference is set by going to Tools, Preferences, then selecting General. By default this preference is turned on.
Miscellaneous columns
Column |
Description |
Special |
Checkbox to indicate if this is a custom item. See Change an existing part into a custom item. |
Quote # |
Field for Design Express users that corresponds to the PRJ# field. This identifies a special item. |
Include 1 |
Checkbox used to include the worksheet item. Defaults to checked. This column could be used to include the item when calculating a price adjustment or discount. |
Include 2 |
Checkbox used to include the worksheet item. Defaults to checked. This column could be used to include the item when calculating a price adjustment or discount. |
Include 3 |
Checkbox used to include the worksheet item. Defaults to checked. This column could be used to include the item when calculating a price adjustment or discount. |
Exclude 1 |
Checkbox used to exclude the worksheet item. This column could be used to exclude the item when calculating a price adjustment or discount. |
Exclude 2 |
Checkbox used to exclude the worksheet item. This column could be used to exclude the item when calculating a price adjustment or discount. |
Exclude 3 |
Checkbox used to exclude the worksheet item. This column could be used to exclude the item when calculating a price adjustment or discount. |
Date |
Requested date for the item. Double-click to show the current date. Click on the day, month or year then type the new value or use the Up or Down buttons. Use the rightmost button to select the date using a calendar. |
Price Zones columns
Column |
Description |
PZ |
Prize Zone |
PZ Description |
Price Zone Description |
PZ Currency |
Price Zone Currency |
Pricing columns
Column |
Description |
List |
Mfg. published list |
DPP |
Dealer Purchase Price |
Purchase |
Purchase amount |
Sell |
Sell amount |
Margin |
Margin amount |
User 1 |
User defined amount |
User 2 |
User defined amount |
User 3 |
User defined amount |
Base |
Base price of an item, which is the unit list price of the single product alone, without any option up-charges added in |
Tagging columns
Column |
Description |
Tag |
Tag |
Generic |
Various uses |
Alias 1 |
User defined field |
Alias 2 |
User defined field |
Alias 3 |
User defined field |
Building |
Building |
Floor |
Floor |
Department |
Department |
Person |
Person |
Finish Code |
A tag field used with Panel Builder. You set this value in Panel Builder and use it in Worksheet to select the appropriate options. |
Totals columns
Column |
Description |
Ext List |
Extended List total amount |
Ext DPP |
Extended Dealer Purchase Price total amount |
Ext Purchase |
Extended Purchase total amount |
Ext Sell |
Extended Sell total amount |
Ext Margin |
Extended Margin total amount |
Ext User 1 |
Extended User total amount |
Ext User 2 |
Extended User total amount |
Ext User 3 |
Extended User total amount |
Ext Weight |
Extended Weight total |
Ext Volume |
Extended Volume total |
Ext Base |
Extended Base total amount |
Views columns
Column |
Description |
Plan View |
Legacy field - Cadvance |
Elev View |
Legacy field - Cadvance |
3D View |
Legacy field - Cadvance |