Using the Catalog

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Catalog Glossary

The catalog glossary allows you to save a copy of an item and its components for use in future projects or to pre-define commonly used items filling in a many details as are called for.  Suppose that over several months you find you are proposing a particular set of end tables to many clients.  You could place this end table in your catalog and the retrieve it with a single action instead of typing all the information each time the table is used in a project.  Another use for the catalog is building a template; say you have a window treatment that you use for many clients except for a few changes in hardware and fabric.  This window treatment can be setup in the catalog along with components for all of the various options.  It can be brought into the project and then unwanted components can be removed while others are changed to create the final custom window treatment.

 

You may go directly to the catalog by clicking Project and then choosing Catalog.  A window will appear showing all of the items currently in your catalog.

catalog glossary

You may add items, delete items or edit items by using the buttons at the bottom of the window.  If you type an item and its components into the computer using this window, it does not become part of a project.  It is simply a new choice in your catalog.  This window will be most useful when either editing catalog items that were entered earlier or when deleting catalog items from the catalog.

Catalog Item and Component Windows

Clicking the Add or Edit button from Catalog Glossary will bring up the Item Catalog Window.  This window is used to enter or edit a catalog item.  All fields on this window operate just like the Item Window (see Item Window) so not all will be described in this section.  The catalog number field is used to uniquely identify your catalog item while the Color/Finish and Style/Size fields are can be used to further categorize the item.  The deposit required by a client for the item may be entered in the lower left, if this field is left blank then the default deposit percentage from the project defaults will be used when the catalog item is retrieved into a project.

catalog item window

Components can be added to catalog item just like can be done on the Item Window in Project Specifications (see Component Window for a field by field description).  The only exception is that when the Ship To Code is left blank, the default ship to from the project the catalog item is being retrieved into will be used.

catalog comp window

Storing Existing Project Items into the Catalog

You may enter items into the catalog glossary, but there is another method for entering items into the catalog that you may find more convenient.  The most obvious time to realize that you are repeatedly entering the same item is while you are entering it into a project specification.  The program allows you to place the item into your catalog system at this point.  Simply complete the entry of the item and component information as you normally would.  After the item is entered into the project, click on the Store button store button.

store item in catalog window

A window will appear in which you may enter the catalog number that you would like to use for this item.  You may also enter information on the color, size, style and finish.  Then click the "OK" button.  The computer will automatically copy all of the information about the highlighted item and its components into the catalog.  You may then use that item from the catalog the next time it is required using the retrieve from catalog button.

 

Retrieving an Item from the Catalog into a Project

 

Adding an item to your project from the catalog is quite simple.  At the bottom of the Specifications window on the "Item View" tab you will see a button titled "Catalog".  Simply click this button and a window will appear titled "Add Item from the Catalog".

 

add item from catalog window

 

On this Window you may enter the catalog number that you have assigned to the item.  If you do not remember the number, you can click on the search button in the lower left to search the entire catalog listing. You may also enter a quantity.  In our case of the end tables, we might enter two as the quantity, because we need one table at each end of a sofa.

 

The quantity of each component will be multiplied by this number (i.e. 4 legs to a table, 2 tables will yield 8 legs). There is also a place for you to enter the location in the project where this item will be placed.

 

The method of calculating the price of the item can also be chosen; to use the price exactly as it has been entered into the catalog, chose the “Use Catalog Estimated Price” option.  The “Use Project Pricing Calculation” option will apply the current default mark-up settings defined in your project to the cost of each component in your catalog item and calculate a new price of the entire item.

 

When you are finished, simply click the "OK" button at the bottom, and the item will appear in your project.