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Using Miscellaneous Items as Templates in Quick Bid - QB

Views: 510 Last Updated: 12/20/2024 11:15 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. Miscellaneous Items are included with several Trade and Manufacturer database, but not all.

  • Click on the Item Type filter drop down
  • Select Miscellaneous to find all Miscellaneous items

Quick Bid Items list filtered to 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

Quick Bid Items list - duplicating a Miscellaneous item

Adding Miscellaneous Items at the Bid Level

  • Insert miscellaneous Item to the Condition details window

Quick Bid using a Miscellaneous Item in a Condition Detail

  • Click Modify
  • Click on the Sizing tab
  • Update the Style

Quick Bid modifying existing Item Detail adding a new size on Sizing Tab

  • Click OK

Warning

Click No to update Master Items

Quick Bid prompt to update Master Item

The new product appears as a style (in the Size drop-down in the Condition Detail).

  • Update pricing as needed

Quick Bid using newly added Size in Condition Detail

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

Quick Bid Changing Size on Condition Detail

  • Click on Modify
  • Click on the Sizing tab
  • Update the Style

Quick Bid modifying existing Item Detail adding another new size on Sizing Tab

  • Click OK

Warning

Click No to update Master Items

Quick Bid prompt to update Master Item

The new product appears as a style.

  • Update pricing as needed

Quick Bid using newly added Size in Condition Detail

Reports Display Your New Styles

Quick Bid example of Miscallenous Items on Purchasing Report

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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