You can use the following Update-related features on the Catalog tab in Project Editor to update the details of items in the project and in the catalog.
Update To Catalog - used to update item changes made in the project to the catalog.
Update From Catalog - used to update item changes made in the catalog to the project.
You have great control and flexibility over which data is updated when using these features.
Update to Catalog
The Update To Catalog feature can be used to update changes to pricing or labor hours made in the project to the catalog for use in future projects.
Select one of the product(s), labor item(s), or package(s), click Catalog > Update To, and choose either Products, Labor, or Packages, depending on what you've selected to update.
The Update form shows existing items that will be updated and new items that will be created in your SI catalog, depending on the Items you selected.
You can use the Fields button to choose the fields you want to update in the SI catalog.
Depending on what items you've selected, you have options to:
Update new products
Update existing products
Mark new products as approved
If the items you selected have accessories, you have options to:
Append new accessories
Overwrite all accessories
Ignore accessories
If you would like to update the system assigned to the item from the project to the catalog, select the Update System option.
You can also update vendor-related changes made to the product in the project, to the catalog as follows:
Select the Update vendor as alternate vendor if product has preferred vendor option
If you do not have a vendor assigned to the product in the catalog, the vendor you assign in the project will be added as the preferred vendor.
If you have a vendor assigned to the product, the vendor you assign in the project will be added as an alternate vendor.
Deselect the Update vendor as alternate vendor if product has preferred vendor option
If you do not have a vendor assigned to the product in the catalog, the vendor you assign in the project will be added as the preferred vendor.
If you have a vendor assigned to the product, the vendor you assign in the project will be added as the preferred vendor.
Update From Catalog
The Update From Catalog feature can be used to update changes to pricing or labor hours made in the catalog to the project.
Select one of the product(s), labor item(s), or package(s), click Catalog > Update From, and choose either Products, Labor, or Packages, depending on what you've selected to update.
The Update form shows you the existing items that will be updated.
You can use the Fields button to choose the fields you want to update from the SI catalog.
You can also choose your pricing option (if updating the Unit Cost field) and choose whether you want the System field to update from the catalog to the project.
Project Setting
You can use the Project setting in the Control Panel to trigger the Update To Catalog feature when items in a project are edited.
Check out this article for more details.
