The Projects tab in Explorer gives you the ability to modify items that are within a custom catalog. You can:
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delete an item within the custom catalog
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update against a current manufacturer’s catalog
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specify options on a part within a custom catalog
Delete an item from a custom catalog
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In the Projects tab of Explorer, expand the custom catalog.
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Select the part then Press Delete.
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Click Yes when a confirmation message appears.
Update an item against a manufacturer catalog
When a product is in the Custom Catalog, the price will not automatically update when a new price list is released on the Worksheet Monthly Update. You can use this to your advantage for clients that are on old pricing or have special prices for items. For example, if they don't pay upcharges for certain items you can change the price on those products.
If you want to have the prices use the current pricing from the Manufacturer Catalog, you need to update your Custom Catalog when a new price list is released. You can update the entire catalog or just individual items in it.
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In the Projects tab of Explorer, highlight the catalog or part you want to update.
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Right-click and select Update.
This will launch the Update Against Catalog Wizard.
Add options to an item in a custom catalog
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In the Projects tab of Explorer, highlight the part you want to add options to.
If the part is within a Standard you will need to expand the Standard to view the part. -
Right-click and select Specify.
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Select options for the item and then click OK.
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Go back to the Projects tab and click Refresh to display the options you added to the item in your custom catalog.
Notice that the options you specified appear listed under that product.