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Using Miscellaneous Items as Templates - QB

Views: 293 Last Updated: 06/11/2018 08:42 am 0 Rating/ Voters
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Miscellaneous Items can be used to create new Items needed in the database or to add items at the bid level.

Click on the Item Type filter drop down

Select Miscellaneous to find all Miscellaneous items

Creating New Items using Miscellaneous Items

If the item will be added to the database, choose the miscellaneous items corresponding to the UOM needed

Duplicate the item and make changes to the Item details

Adding miscellaneous items at the bid level

Insert miscellaneous Item to the Condition details window

Click Modify

Click on the Sizing tab

Update the Style

Click OK

IMPORTANT: Click No to update Master Items

The new product appears as a style. Update pricing as needed

The next time another miscellaneous item is needed use the next Style available

Click on Modify

Click on the Sizing tab

Update the Style

Click OK

IMPORTANT: Click No to update Master Item

The new product appears as a style. Update pricing as needed

Reports display new styles



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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