Update Items Window

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The Update Items Window is accessed by clicking on the Update Items Button on the Project Window – Defaults Tab.  Here you can selectively apply the current Project defaults to multiple Items within the Project.

 

update items window

This window allows you to enter a range of Item reference numbers, Locations, or Proposal numbers for which the new Project defaults will apply.  Select the defaults you wish to apply within the Update frame.  Click the OK Button to apply the defaults.  Design Manager will always warn you that multiple Items will be affected by the update.

 

Item # Range:  You can apply the desired Project defaults to Items in the following manners:

All the Items within the Project by leaving the Item # Range set to "0001" to "9999"
A set of Items by inputting the desired range, as in "0001" to "0015"
A single Item by entering in the reference number in both ranges such as "0001" to "0001".

 

Location Range:  You can apply the desired Project defaults to all Items in a particular Location or range of Locations within the Project.  For example, you can update all the Items within the "Living Room" by setting the Location Range to "LVGRM" to "LVGRM" where "LVGRM" is the Location code.  Leaving the the Location Range blank will apply the defaults to Items regardless of their Location code.

 

Proposal Range:  You can apply the desired Project defaults to all Items included on a particular Proposal or range of Proposals.  For example, you can update all the Items included on Proposal #0001 by setting the Proposal Range to "0001" to "0001".  Leaving the the Proposal Range blank will apply the defaults to Items regardless of their Proposal number(s).

 

Update:

Client Deposit:  Selecting the Client Deposit option will set the Item deposit percentage to the current value on the Project Window - Defaults Tab AND the Include in Deposit options for each Component Type on the Project Advanced Options Window - General Tab and recalculate the deposit amount accordingly.  Further, this option will also recalculate the deposit amount based upon the current setting of the Include Sales Tax in Deposit option.

 

Sales Tax:  The Sales Tax option will update the taxable setting for each Component Type to the current values on the Project Advanced Options Window - General Tab AND will include any changes to the Tax Percentages on the Sales Tax Calculation Window for the Project's assigned Sales Tax Code.  The Item sales tax will be recalculated accordingly. Note:  please be aware that this option can radically change the sales tax for all Items being updated!  There is no mechanism to undo the changes once the update had been run!

 

Markup/Discount:  The Mark-Up/Discount option will update the Markup/Discount/Fee percentage and Percentage Type (i.e., Markup, Discount, or Fee) to the current values on the Project Advanced Options Window - General Tab and recalculate the sell price on theComponent Window accordingly. Note:  please be aware that this option can radically change the sell price for all Items being updated!  There is no mechanism to undo the changes once the update had been run!

 

PO Sidemark:  Selecting the PO Sidemark option will set the Component sidemark the Project PO sidemark on the Project Window - Defaults Tab.  This option will also apply the setting of the Append Location to Sidemark setting on the Project Window - Defaults Tab. Note:  this option will overwrite the sidemark for all selected Components!

 

Completed:  The Completed option will set all designated Items as being Complete, effectively moving them to the Completed folder on the Projects and Specifications Window and preventing them from appearing on certain reports, the New Invoice and New Proposal Windows, etc.