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Converting Items to Accessories and Packages to Items

How to use the Convert feature to convert accessories into items and vice versa

A
Written by Ashok P
Updated this week

You can use the Convert feature in Project Editor to:

  • Convert accessories to items or items to accessories.

  • Convert one or more items in a package to "standalone" items.

  • Promote alternates to the preferred items.

convert dropdown.jpg

Accessories to Items

Converting an accessory to an item will disassociate the accessory from the parent item so that the item acts as a standalone item in the project.

1/ Select one or more items that are accessories to other item(s), then click Convert > Accessories to Items.

accessories to items.jpg

You will get the following prompt.

prompt 1.jpg

2/ Click Yes to convert them.

Items to Accessories

Converting an item to an accessory will make the standalone item in the project an accessory to another item.

1/ Select one or more items you want to convert from standalone item(s) to accessories and click Convert > Items to Accessories.

accessories to items.jpg

You will get the following prompt.

prompt 2.jpg

2/ Click Yes.

3/ Select the parent item from the list of items and click Select.

select parent item.jpg

Package Items to Items

Converting package item(s) to items will remove them from a package and make them standalone items in a project.

1/ Select one or more items you want to remove from a package and make into standalone items, and then click Convert > Package Items to Items.

package items to items.jpg

You will get the following prompt.

prompt 3.jpg

2/ Click Yes to make them standalone items.

Promote Alternates

You can promote an alternate product as the main product and demote the main product to an alternate product.

1/ Select the alternate product in the Project Editor and then click Convert > Promote Alternates.

promote alternates.jpg

You will see the following prompt with options.

promote alternates options.jpg

Option

Description

Maintain Installation Price

This option will allow you to not affect the price of the project by maintaining the installation price of the product being demoted.

Keep Accessories

This option allows you to maintain the accessories of the product being demoted and associate them with the product being promoted.

Discard other alternates

This option will remove the demoted product and any other alternate products.

2/ Make your choices and click Yes.

You can always discard alternates at any time via the Discard Alternates button on the Tools tab of Project Editor.

discard alternates.jpg
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