You can add products from scratch to the SI catalog within the Product Explorer. You can do this when the product is unavailable for download from any other method, such as the D-Tools Library, AV-IQ Library, or the PSA store.
Clicking the New Button will open the New Product form.
Fields Required for Catalog
Manufacturer, Model, and Category are required fields; everything else is optional. The fields you fill in for a product will depend on the product and how you intend to use it in SI.
Click here for a detailed description of all product fields.
Fields Required for Projects
If you want to add "proposal-ready" products, you will likely want to enter the following fields in addition to the required fields.
Field | Tab | Purpose |
Subcategory | General | Helps you find products quickly. |
Image | General | Can be displayed next to the product on Proposals. |
Short/Long Description | Description | If a long description is entered, it will be displayed on the Proposal reports vs. the short description. |
Unit Cost | Price | There are three Price Types. Enter at least one unit cost - this is what the product costs you. |
Unit Price | Price | There are three Price Types. Enter at least one unit price - this is what you sell the product for. |
Phase | Price | This identifies the phase where the product will be installed and holds your labor rate if you charge for labor this way. |
Labor Hours | Price | This field is for the estimated hours to install the product. It multiplies by the phase rate assigned to the product if you are charging for labor this way. |
Taxable | Price | This is checked by default and will charge your tax rate. |
Fields Required for Drawing
If you intend the products you are entering from "scratch" to be used on drawings, namely the Elevation and Schematic pages and sheets in our Visio and AutoCAD interfaces, then you should also enter the following fields.
Field | Tab | Purpose |
Height | Specifications | This measurement is used for Elevation shapes and blocks in the Visio and AutoCAD interfaces. |
Width | Specifications | This measurement is used for Elevation and scaled Plan shapes and blocks in the Visio and AutoCAD interfaces. |
Depth | Specifications | This measurement is used for Elevation and scaled Plan shapes and blocks in the Visio and AutoCAD interfaces. |
Inputs/Outputs | I/O's | These are used for Schematic shapes and blocks in the Visio and AutoCAD interfaces. |