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Adding Items and Packages using Add Buttons

How to add Items and Packages using the Add Buttons

A
Written by Ashok P
Updated over a month ago

You can use the Add buttons in the Project tab of the Project Editor to add products, labor, packages, and solutions from the catalog and the D-Tools Library.

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Products and Labor

Clicking the Add Products button or the Add Labor button will open a form as shown below.

add products form.jpg

Find what you want via the Search field, Quick Filter, or column filters.

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Use the quantity fields next to the Items to change the quantity if desired.

quantity.jpg

You can change the price type if you wish.

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At the bottom of the interface, you can choose your locations and systems for the products you add.

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Click Add or Add and Close to add the items to the project.

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Adding labor items is very similar to adding products.

Packages

When you click Add Packages, the following form will open.

add packages.jpg

When you select a package on the left, its options are shown in the General tab on the right. You can do the following here:

  • Change the quantity at the bottom of the package list.

  • Choose the locations and systems, or you can choose the Items in package can be in different location and system option, which is project-only.

  • Review the pricing in the Price tab in the ribbon

package price tab.jpg
  • Check the items in the Items tab.

package items tab.jpg

Solutions

When you click Add Solutions, a form essentially the same as the Add Package form described above, but filtered to display solutions, will open.

Add From D-Tools Library

When you click Add From Library, you can download products from the D-Tools Library directly into the project.

add from d-tools library.jpg

You will see the Add Products From Library interface, where you can choose what products you wish to add.

The products will be added to the project once you close the Add Products from the Library interface.

The products may also be automatically added to your catalog based on the following option in the Add Products from Library interface.

add to project only.jpg

The products will be assigned to whatever locations and zones you have selected.

Remember that products added to the project this way will have validation errors due to missing pricing.

validation errors.jpg

Once you edit the product's Price fields, you can use the Update to Catalog feature, depending on your user group permissions.

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