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Adding Products from D-Tools Library

How to add products to SI catalog from D-Tools Library

A
Written by Ashok P
Updated today

You can use the Add From Library feature to download products from D-Tools Library. Downloading saves you a ton of time when adding products to your SI catalog by providing most of the fields needed to use within projects once you set your pricing and verify the data.

To add products from D-Tools Library, go to Product Explorer and click Library > Add From.

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This opens the Add Products From Library interface.

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Here, you can choose how you want D-Tools Library to display by manufacturer or category.

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Download Options

One method to download the products displayed on the page is to use the Download button on the ribbon, where you can choose Selected or All.

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You can also select the products you wish to download and click the Download button next to one of the selected products.

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Another option is to select the products you want to download and drag them over to the Downloads section on the right side of the interface.

Use Shift or Ctrl on your keyboard to select multiple products.

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Field and Other Options

You can choose what fields you want to download and a few other options.

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Two tabs, "New products" and "Matched products," allow you to choose which fields will be downloaded for each scenario. For matched products (products already downloaded to your catalog), you may want to be choosy here so you don't overwrite any fields that you've customized.

Mark downloaded product(s) as approved

This option is checked by default. You may want to uncheck this to easily find products you have not yet reviewed in your catalog.

Ignore blank product field values

This option is checked by default. Having this checked will not overwrite a locally populated field with a blank field from D-Tools Library when updating a product you have previously downloaded.

For example:

  • You downloaded a product with no MSRP value and no I/Os.

  • You manually add the MSRP but request that D-Tools update the I/Os.

  • You are notified that we have corrected the product and added I/Os, so you open the D-Tools data browser and choose to download the product again.

  • You would want this box checked so as not to zero out the MSRP you manually entered.

Download product thumbnail(s)

This will download the JPG thumbnail image for products.

Mappings

The Labor Types Mapping feature lets you map the four default Labor Types assigned to products in D-Tools Library (and other data providers) to your customized phase list.

This feature will automatically assign your customized phase to any products downloaded.

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The Phase Mapping feature lets you map the four default phases assigned to products in D-Tools Library (and other data providers) to your customized phase list.

This feature will automatically assign your customized phase to any products downloaded.

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Update Pricing from Vendor Partners

This Update Pricing from Vendor Partners feature lets you update your pricing (unit cost) for any vendor partner.

Check out this article for more details.

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