Lesson 4 Locating a Catalogue Item
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What You Will Learn
Search for a catalogue item by using a Shortcut reference.
What is a Shortcut?
A Shortcut is a reference that you have created to an existing catalogue item. You can also think of a Shortcut as a favourite or commonly used product item.
Open the RedBook Catalogue Lookup window. If you are not sure how to open the RedBook Catalogue Lookup window refer to:
Lesson 1 To open the RedBook Catalogue Lookup window
Shortcut tab window
1 Click on the Shortcuts tab. The Shortcuts tab window is displayed:
The Shortcuts tab window is an area where you can define and manage Shortcut Collections.
The Shortcuts tab of the Catalogue Lookup window has controls to create and select Shortcut Collections:
The Shortcuts tab window also has controls to display the contents of a Shortcut Collection; to manipulate the order of individual Shortcut references; and rename a Shortcut item description:
As you define more and more Shortcuts, you will need to be able to quickly locate a specific Shortcut. To help you locate a Shortcut, Winpriser allows you to group similar Shortcuts into smaller more manageable Shortcut Collections. Each Shortcut Collection can be defined with a unique name to indicate what kind of products are in each Shortcut Collection that you create. If you wish, you may also rename the product item in the Shortcut Collection to a more meaningful description.
To Create a New Shortcut Collection:
2 Click on the Organizer button.
3 The Shortcut Collections Organizer window will appear on your monitor as follows:
The Shortcut Collections Organizer is a list of all the Shortcut Collections that have been created on your system for the active price catalogue. From this window, you can Add a new Shortcut Collection, Delete an existing Shortcut Collection, and Rename an existing Shortcut Collection.
To create a new Shortcut Collection called "COPPER PIPE", click on the Add button and enter the description of the new Shortcut Collection:
To accept the new description, press the Enter key. To discard your changes, press the Esc key. Click on the Close button.
4 COPPER PIPE is now the active Shortcut list:
When we begin to add new Shortcuts to this collection, the buttons at the bottom of the Shortcuts tab will become enabled.
To Add a New Shortcut Item to a Shortcut Collection:
You may have noticed that there is no Add button on the Shortcuts tab window. This is because Shortcuts are created by referencing product items found on the other Catalogue Lookup tab windows.
On each Lookup tab window contains an F4-ShortCut toolbar button and a Catalogue Lookup menu option. Up until now this ShortCut option has been disabled because the Shortcuts tab did not contain an active Shortcut Collection!
The F4-ShortCut toolbar button or menu option is not enabled until an active Shortcut Collection exists in the Shortcuts tab.
5 Click on the Group tab.
6 From the list of group descriptions on the Group tab, select the group named COPPER PIPE. Select a COPPER PIPE component and a size:
7 The F4-Shortcut toolbar button should now be enabled. Click on the ShortCut toolbar button.
8 Before the Shortcut is added to the active Shortcut Collection, the following dialog box appears on your screen:
The Add a ShortCut dialog box reminds you what item you are about to add and to what Shortcut Collection the new item will be added.
9 Click on the Ok button.
10 Click on the Shortcuts tab. You should now see a new entry in the Shortcut description list view:
Now, whenever we want to return to this catalogue product item in the future, we can simply open the Copper Pipe Shortcut Collection and select this new shortcut item.
To Rename a Shortcut Item:
You may find that you typically refer to a catalogue item by a different name than the one we have used in the Allpriser Catalogue. The Shortcut tab allows you to change the Allpriser description to the name that you prefer. This makes the item easier for you to find. To rename an item in a Shortcut Collection:
11 Select a product item in the Shortcut description list. Click on the Rename button and begin typing the new description:
To accept your changes, press the Enter key or press the Esc key to discard your changes.
Renaming a Shortcut Item does not change the item description in the other catalogue tabs.
Price changes and other updates to catalogue items are automatically reflected in the Shortcut tab.
12 If you were to continue and add more Copper Pipe product items to our current Shortcut Collection, you might end up with a large number of Shortcut items defined for your Copper Pipe Shortcut Collection. To help you locate specific products in a Shortcut Collection, use the Advanced Text Search feature available for this Catalogue Lookup tab window.
Refer to Lesson 1 - Locating a Product Item by Group -Step 6 for instructions on how to use the Advanced Text Search lookup feature.
End of Lesson
Copyright Allpriser Ltd - 2011