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Quick Bid - 04.03.02 Master Items List: Controls and Context Menu - QB

Views: 530 Last Updated: 10/31/2024 01:25 pm 0 Rating/ Voters
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Master Item List Control Buttons

At the bottom of the Items List dialog box are buttons that help you managed your Item List efficiently.

Quick Bid Master Items List control buttons

  • Columns - you can add additional columns to the grid to see more details about each Item or hide columns you don't need to see (covered in the next article)
  • New - opens a blank Item Detail screen where your can build an Item from scratch
  • Change - opens the selected (highlighted) Item for editing
  • Delete - deletes the selected Item(s) - if they are used in a Condition Assembly, Mixture, or Chain, you must remove them from that object first (see Related Articles for more information on finding where Items are used in your database)
  • Print - prints a list of all Items in your database (can be exported from the Print Preview)
  • Duplicate - creates an exact copy of the select Item(s) except for the Code
  • OK - closes the Items List

Master Items List Context Menu

When you right-click within the Items List, you are presented with a Context Menu...

QuicK Bid Master Items List context menu

OptionWhat it does/How it is used...
Show Item DetailOpens the Item Detail dialog box for the selected (highlighted) Item.
Show Item where in useOpens a dialog where you can see every Condition Assembly, Mixture, or Chain where the selected Item is used. See Related articles for details.
New ItemOpens a blank Item Detail dialog box so you can add an Item from scratch.
Duplicate ItemCreates an exact copy of the select Item(s), adding "_1" to the Item's "Code", which must be unique.
Delete ItemDeletes the selected Item(s). You cannot delete an Item if it is used in any Condition Assembly, Mixture, or Chain (see related articles for information on finding out where an Item is used.). Deleting an Item does not affect any existing Bids.
Modify Existing Item Commands
Update Material Pricing...Enter a percentage to raise or lower the Material Price for the selected Item(s) or for the filtered Items.

This cannot be undone although you can always enter in a negative percentage to return to original values.

You can update material pricing by a fixed percent in the Master Items List
Set Material Cost CodeOpens the Cost Codes List, filtered to Material Codes Codes, where you can select a new Material Cost Code for the selected Item(s). Great for mass updating Items if your company changes how it names Cost Codes.
Set Labor Cost CodeOpens the Cost Codes List, filtered to Labor Codes Codes, where you can select a new Labor Cost Code for the selected Item(s).
Set SectionOpens a list of all Divisions/Sections so you can select a new default Section for the selected Item(s).
Set TypeOpens a list of all Item Types so you can select a new Item Type for the selected Item(s).
Set ManufacturerOpens a list of all Manufacturer so you can select a new Manufacturer for the selected Item(s). Especially handy if your company changes from one preferred manufacturer to another.

Note
Changing an Item in the Masters does not affect any Bid where the Item is already used (in a Condition) although changes to a Bid-Level Item can be saved to the Masters, if you have sufficient database rights. Changing Master Items does affect other Master records where the Item may be used such as Condition Assemblies or Chains. See Related Articles for more information on Master v. Bid-level Items.

click here to view the previous articleItem List: Searching and FilteringItem List: Column Selector click here to view the next article



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