Create a quick assembly in a catalog

  1. Open a job in the Manage Estimates screen.
  2. Open the Catalog tab.
  3. In the Catalog field, select the catalog to which you want to add the item.
  4. Select the folder where you want to create the quick assembly.
  5. Select Add on the speedbar.
  6. In the Type field, select the Quick Assembly option button.
  7. In the Reference field, enter a unique reference number for the quick assembly.
  8. In the Description field, enter a detailed description for the quick assembly.
  9. Select the Auto increment reference number by checkbox, to automatically increment the reference number for the next item added.
  10. If you selected the checkbox in the previous step, enter the number by which to increment the reference number in the field to the right or select to increase or decrease the number.
  11. Select the Edit item detail after add checkbox to edit the quick assembly immediately after you create it.
  12. Select Add.
  13. From the Units field, select the units for the assembly item.
  14. For each cost item type, enter the quantity to include for 1 unit of the assembly item.
  15. Select OK.
  16. If you selected the Edit item detail after add checkbox, go to step 17. Otherwise, go to step 18.
  17. Complete the fields on the following tabs as described on the Cost Item Screen Field Reference.
  18. Select OK.
  19. If needed, you can continue adding new items by repeating steps 6-18.
  20. Select Close.