When a bundled cable is added to the project, some additional fields are added for the bundled cable.
Here is the list of additional fields in the different tabs.
General
Package ID - This is the component ID for the bundled cable.
Items in the package can be in different locations and systems -
This setting will allow you to assign items within a bundled cable to different locations and systems within a project.
Optional - This will make the bundled cable optional within a project.
There is also the location hierarchy and system list for the project.
Price
Exclude in Calculated Items
Checking this option will exclude the product's pricing from being used in calculated products, labor items, allowances, miscellaneous items, and service plans.
Accounting
Estimate Number - This field will display the QuickBooks estimate number when using our QuickBooks integration. This field is editable.
Order Number - This field will display the purchase order number when using purchase orders or creating a purchase order through our QuickBooks integration.
Item Name - This will display the name of the item.
Order and Install
The Order and Install tab has the following fields.
Field | Description |
Do Not Order | This option will filter out the bundled cable when creating purchase orders. |
Vendor | This field will display the vendor that you have associated with the product. It is used when creating purchase orders. |
Order Status | Here, you can set the order status of the product, choosing from Not Ordered, Ordered, and In Stock/Received, or any custom Order Status you have created.
This field auto-populates and updates once on a purchase order. |
Order Number | This field auto-populates and updates once on a Purchase Order. This can also be manually entered. |
Expected Delivery Date | This field auto-populates if set on a purchase order. This can also be manually entered. |
Received Date | This field auto-populates when a purchase order receipt is created. This can also be manually entered. |
Task Number | This will list the task number to which the product has been assigned. |
Picked | Checking this box will mark the products as "Picked".
This auto-populates if the field is updated on a task through Mobile Install. This can also be manually checked. |
Picked Date | This field auto-populates if the field is updated on a task through Mobile Install. This can also be manually entered. |
Installed | Checking this box will mark the product as "Installed" in the project and on any task this product is a part of.
This auto-populates if the field is updated on a task through Mobile Install. This can also be manually checked. |
Installed Date | This field auto-populates if the field is updated on a task through Mobile Install. This can also be manually entered. |
Install Notes | Here, you can enter any installation notes for the product.
This auto-populates if the field is updated on a task through Mobile Install. |
Service Plan
Include in the Service Plan
If this box is checked, when you create a service plan associated with the project, you will be prompted to add the item to the project items on the service plan.
Service Plans
This field displays the service plans to which the product has been added as a project item.
Visio
There is a specific functionality for the Finish Wire shape in Visio when wires from a bundled cable are dropped on a schematic page.
Check out this article for more details.