D-Tools

Ashok P

Project Editor

How to add items and packages using the Add buttons

Adding Items and Packages using Add Buttons

Adding an Item using the New Button

Cloning Items within the Project

How to add or clone items in the Drop Zone

Adding or Cloning Items in the Drop Zone

How to add miscellaneous items to a project

Adding Miscellaneous Items

How to mark an item in a project as Optional

Adding Optional Items

Adding Items

How to manage the POE associations of the PSEs and PDs in a project

Managing PoE Associations

How to use the View button to get different views of the project

Using the View Button for Different Views

View Button

How to add items in a project to new or existing packages using the Add Selected Items To feature

Adding Selected Items to New or Existing Packages

Editing Project Details

How to use the Open Wire Connections feature to export or disconnect wire connections in a project

Exporting Wire Connections

How to manage the scope of work in a project

Adding the Scope of Work

How to manage the checklists in a project

Adding Checklists

Project Tab

How to use the Assign feature to update multiple products simultaneously

Updating Multiple Products Simultaneously

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

Converting Items to Accessories and Packages to Items

How to use CSV Export and CSV Import features in a project

Importing and Exporting Project Items via CSV File

How to use the Lock and Unlock features for the project, project reports, and project items

Locking the Project, Project Reports, and Project Items

How to use the Recalculate feature in a project to recalculate the pricing for Calculated items

Recalculating Pricing for Calculated Items

How to use the Regenerate Component ID feature in a project to create sequentially numbered component IDs

Regenerating Component IDs for Multiple Products Simultaneously

How to use the Replace feature in a project to replace items with other items

Replacing Items

How to use the Round Prices feature to round the prices of the products and labor items in the project

Rounding Prices of Products and Labor Items

How to use the Update Case feature to update the case in manufacturer, category, and subcategory names

Updating the Case in Manufacturer and Category Names

How to use the Update Install Status feature to update the Install status of multiple products simultaneously

Updating the Install Status of Multiple Products Simultaneously

How to use the Update Order Status feature to  to update the Order status of multiple products simultaneously

Updating the Order Status of Multiple Products Simultaneously

How to use the Update Package Items feature to update the items within packages

Updating Items within Packages

How to use the Update Similar Items feature to update items of the same manufacturer and model

Updating Similar Items

How to use the Split Bulk Wire and View Wire Connections features to work with the wires used in a project

Working with Wires used in the Project

How to use the Update From feature to update project data

Updating Project Data Manually from Tasks and Purchase Orders

Tools Tab

How to compare the fields of products and labor items in a project with those in the catalog using the Compare and Sync with Catalog feature

Comparing and Syncing Items with Catalog

How to compare the unit cost of products in a project with their unit cost in the catalog using the Compare Product Cost feature

Comparing Product Cost With Catalog

How to use the Update From D-Tools Library feature to compare differences in items' fields in the project and those in the D-Tools Library

Updating Items from D-Tools Library

How to use the Update To Catalog and Update From Catalog features to sync the updates to items in the project and those in the catalog

Syncing Item Updates Between Project and Catalog

How to look up information about products

Finding Product Information

Catalog Tab

How to use the Layouts feature to choose display and grouping options of Items

Using Layouts for Custom Views

Layouts Tab

How to use the SI integration with QuickBooks

Using QuickBooks Integration Features

QuickBooks Tab

Generating Reports

How to set a cover page specifically for the project

Setting the Cover Page Image

How to use the Foreign Currency Conversion feature to show the item pricing in reports in a foreign currency

Converting Pricing to Foreign Currency

How to use the Arrange Items feature to define the order of the items

Arranging the Display Order of Items

Reports Tab

How to publish reports to the Customer Portal

Publishing Reports to the Customer Portal

Customer Portal Tab

Find answers and get help from Intercom Support and Community Experts

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