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Finding and Replacing Items

How to use the Find and Replace in Catalog feature to replace all instances of an Item with another Item

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Written by Ashok P
Updated over a month ago

You can use the Find and Replace in Catalog feature to quickly find all instances where a product or labor item is used and replace it with another Item. This is meant to replace item accessories and items that are part of a package.

This feature saves time and removes the need to "memorize" your SI catalog.

Use this feature when a product is discontinued or you no longer sell the item.

This feature is available in both the Product Explorer and the Labor Explorer.

To replace a product or labor item:

1/ Go to the Product Explorer or Labor Explorer.

2/ Select the item and click Find and Replace in Catalog.

find and replace.jpg

This will open a form that displays all "parent" items to the selected item and packages they are a part of in your catalog.

find usages and replace form.jpg

3/ Use the checkboxes or the Select All buttons to choose the parent Items and packages in which you want to replace the Item.

4/ Click the ellipse button to find the replacement product or labor item in your catalog. This will open a new form to select the replacement.

replacement product.jpg

5/ Select the desired Item and click Select.

6/ In the Find and Replace form, click Replace.

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