Add multiple new items to the catalog

  1. Open a job in the Manage Estimates screen.
  2. From the Catalog tab, click to select the catalog to which you want to add the item from the Catalog field.
  3. Select the folder where you want to add the new item.
    Note: You cannot add cost items to the main level of a catalog; however, you can add folders to the main level of a catalog.
  4. Click Add on the speedbar.
  5. Select the type of item you want to create.
    Note: If you select Cost Item, you must also select the type of cost item you want to create. For more information on the different types of cost items, see Cost Items.
  6. In the Reference field, enter a unique reference number for the new item.
  7. In the Description field, enter a detailed description for the new item.
  8. To increment the reference number of each cost item as you add it, select the Auto increment reference number by checkbox, then enter value you want to increment the references.
  9. To enter the detail information for the item immediately after you create it, select the Edit item detail after add checkbox.
  10. To add the new item to the catalog, click Add. The item is added to the catalog.
  11. If you selected the Edit item detail after add checkbox, the Cost Item popup window appears after you click Add. Enter the appropriate information for the new item.
  12. Once you have entered the appropriate information for the new cost item, click OK. The Add Item to Catalog popup window reappears.
  13. Select the type of next item you want to create.
    Note: If you select Cost Item, you must also select the type of cost item you want to create.
  14. In the Reference field, enter a unique reference number for the new item. If you selected the Auto increment reference number by checkbox, the reference number is increased by value you entered and you don't need to enter the Reference number.

    If you didn't select the Auto increment reference number checkbox, you will need to change the reference number because the reference number is the same as the previous cost item you added.

  15. In the Description field, enter a detailed description for the new item.
  16. To add the new item to the catalog, click Add. The item is added to the catalog.
  17. If you selected the Edit item detail after add checkbox, the Cost Item popup window appears after you click Add. Enter the appropriate information for the new item, then click OK.
  18. Repeat steps 12 - 16 until you have added all the cost items you want to the folder in the catalog.
  19. Once you have added all the cost items to the folder, click Close.