Bally

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  • Consolidate identical items

    Consolidate combines identical line items into one line item and updates the quantity.    Click on the Worksheet toolbar. In the Consolidate dialog, select or clear the criteria will be use...

  • Flag and lock lines

    You can lock lines so that they cannot be updated automatically (by functions such as Global Options) or manually. You can also flag lines to mark them for a specific reason.   Flag lines A line...

  • Edit commands

    This article explains the various tasks you can perform to alter you worksheet. These include copying and pasting items, deleting items, undoing an action, etc.   Cut, copy and paste an item To cut...

  • Select or make an item current

    On a worksheet you will have a number of items. You can edit these items, add finishes and discounts to them, cut, copy, paste, and send them to another worksheet, etc. How does the program know...

  • Add service parts

    You can add service parts from Kimball or National through the Worksheet area or from the Content tab of Explorer bar. From the Content tab: Navigate your way down to a part number used in a sp...

  • Add products from an archived catalog

    The steps for adding products from an archived catalog are the same as adding from the current catalog. See Use multiple versions of the same catalog for instructions on archiving a catalog.   ...

  • Add products using drag and drop

    From any tab of the Explorer bar, you can drag and drop products to your worksheet. To drag and drop products from the Content tab: Navigate your way down to a part number used in a specificat...

  • Add products using Insert

    If you have a product list, it may be faster to use the Insert Product command instead of dragging and dropping products from the Explorer bar. Click  on the Item toolbar then select Product....

  • Sort records by column

    Lines on your worksheet can be sorted by one column or by multiple columns.   To sort by one column: Click the column heading, for example, Part Number. You will be prompted to confirm the s...

  • Go to a specific line and column

    If you have several lines in your worksheet and want to go to a specific line and column, use the Go To command. From the Edit menu, select Go To. Under Item Number, enter the line number yo...