Updating against a worksheet can save several steps. Where updating against the electronic catalog will bring in correct description and most recent pricing, updating against a worksheet will update finishes, tags and discounting from a pre-made worksheet. For projects that use the same furniture with the same finishes, it is a great time saver.
In the example below, you will update a new worksheet against another one to bring in options.
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First, make sure to have a saved worksheet with products already optioned. This will be the Master worksheet. You will update another worksheet against this one.
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Create a new worksheet.
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Enter some part numbers that are also in the Master worksheet.
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Click
on the Worksheet toolbar.
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Under Worksheet to Update Against, type the path and file name of the Master worksheet or click
to locate it.
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Under Update By, leave the default setting (Part. Number).
This will search for exact product numbers in the worksheet that you are updating against, and bring the remaining information for that particular item to your current worksheet. -
Accept the defaults in the Columns to Update section. This will include all the information that we want brought into our current worksheet.
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Under Update Criteria, leave the Update options checked so that the options will be updated.
If the Validate items after update is complete checkbox was ckecked, a Validate Worksheet dialog appears. -
Click OK.
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Read the Results dialog box for information on updated items then click OK.
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Do an Update Against Catalog to validate option selections and get current pricing.
Note: You can also use the Option Clipboard to copy options from an existing worksheet.