This article will cover the many ways to find and add products to your spreadsheet and the different results they'll produce. The method you chose may depend on the information you have at the time, the stage of the project, or whether the product is available from a manufacturer catalog or not. 

Adding Product from the Browse Tab

On the Browse tab, double click on a manufacturer's catalog folder to expand it. The structure of the catalog folders varies and is determined by the manufacturer. You can continue to double click and expand the folders to browse for the individual products. Once a part has been found there are two ways it can be added to the spreadsheet.

Select and Specify

To add the product and make specification selections:

1. Double click on the part number in the Browse tab you wish to add. This will open the Part Specifier. See the Part Specifier article for more information about this dialog. 
2. Double click the Available Options to make the specification selections. When all selections have been made, the Option Prompt will show "No further options."
3. Click Accept.
4. Enter a Quantity and click OK.

The product will be added to the bottom line of the spreadsheet.

If the options selections haven't been made yet, you can click Skip for the Available Options in the Part Specifier before clicking Accept. This will result in the Option Prompts being shown on the line, the Option Descriptions being shown as UNSELECTED, and the option fields being highlighted in orange. The Status Indicator will remain a until the options are selected.

Another method would be to simply click Accept without taking any actions for the Available Options. This will result in the Option Prompts being shown as NOT DEFINED, the Option Description being shown as INCOMPLETE, and the option fields being highlighted in yellow. The Status Indicator will remain a until the options are selected.

Click and Drag

You can also click and drag a part from the Browse tab directly to a specific line on the spreadsheet. However, this method will not open the Part Specifier and you will not be prompted to enter a quantity. Any modifications to the line will need to be made through the Part Specifier.

Add Product from the Search Tab

If you know the Part Number or Description of the product, or even a portion of the Part Number or Description, you can use the Search tab to find your product more directly. When a Search is performed, it will only display results from the Active catalogs.

Search by Part Number

To search by Part Number, select Part Number from the Search by drop down. In the Search Part Number field, type the Part Number and the results will be displayed below.

To search by a partial Part Number, you must enter at least 3 characters. An * can be used as a wildcard entry. This field is not case specific.

Once a part has been found there are a couple ways it can be added to the spreadsheet.

Select and Specify

To add the product and make specification selections:

1. Double click on the line of the part to add. This will open the Part Specifier. See the Part Specifier article for more information about this dialog. 
2. Double click the Available Options to make the specification selections. When all selections have been made, the Option Prompt will show "No further options."
3. Click Accept.
4. Enter a Quantity and click OK.

The product will be added to the bottom line of the spreadsheet.

If the options selections haven't been made yet, you can click Skip for the Available Options in the Part Specifier before clicking Accept. This will result in the Option Prompts being shown on the line, the Option Descriptions being shown as UNSELECTED, and the option fields being highlighted in orange. The Status Indicator will remain a until the options are selected.

Another method would be to simply click Accept without taking any actions for the Available Options. This will result in the Option Prompts being shown as NOT DEFINED, the Option Description being shown as INCOMPLETE, and the option fields being highlighted in yellow. The Status Indicator will remain a until the options are selected.

Click and Drag

You can also click and drag a part from the Browse tab directly to a specific line on the spreadsheet. However, this method will not open the Part Specifier and you will not be prompted to enter a quantity. Any modifications to the line will need to be made through the Part Specifier.

Search by Part Description

To search by Part Description, select Part Description from the Search by drop down. In the Search Part Description field, type the Part Description and the results will be displayed below.

To search by a partial Part Description, you must enter at least 3 characters. An * can be used as a wildcard entry. This field is not case specific, but the characters must match exactly, including any spaces or symbols.

Once a part has been found there are a couple ways it can be added to the spreadsheet.

Select and Specify

To add the product and make specification selections:

1. Double click on the line of the part to add. This will open the Part Specifier. See the Part Specifier article for more information about this dialog. 
2. Double click the Available Options to make the specification selections. When all selections have been made, the Option Prompt will show "No further options."
3. Click Accept.
4. Enter a Quantity and click OK.

The product will be added to the bottom line of the spreadsheet.

If the options selections haven't been made yet, you can click Skip for the Available Options in the Part Specifier before clicking Accept. This will result in the Option Prompts being shown on the line, the Option Descriptions being shown as UNSELECTED, and the option fields being highlighted in orange. The Status Indicator will remain a until the options are selected.

Another method would be to simply click Accept without taking any actions for the Available Options. This will result in the Option Prompts being shown as NOT DEFINED, the Option Description being shown as INCOMPLETE, and the option fields being highlighted in yellow. The Status Indicator will remain a until the options are selected.

Click and Drag

You can also click and drag a part from the Browse tab directly to a specific line on the spreadsheet. However, this method will not open the Part Specifier and you will not be prompted to enter a quantity. Any modifications to the line will need to be made through the Part Specifier.

Adding Products Manually

The spreadsheet fields can also be modified manually. You may want to enter information this way if most of the information is known, or if you are entering product or charges that don't have any catalog reference. See the Custom Lines article for more information about entering Custom items.

To manually enter a field, double click into the field and begin typing. You can press Tab or use the arrow keys to move across a spreadsheet line and continue typing.

Part Number Field

When manually entering a line, a Part Number search can be performed from the Part Number field. Similar to the Search tab, you would need to enter at least 3 characters and can use an * as a wildcard. After the characters are entered, press F2 to open the search results.

Once the desired part is found, click to select the line and click OK to add it to the spreadsheet. You can also double click the line.

When the part is added, the Part Specifier will open. See the Part Specifier article for more information about this dialog. Double click the Available Options to make the specification selections. When all selections have been made, the Option Prompt will show "No further options."

Click Accept.

If the options selections haven't been made yet, you can click Skip for the Available Options in the Part Specifier before clicking Accept. This will result in the Option Prompts being shown on the line, the Option Descriptions being shown as UNSELECTED, and the option fields being highlighted in orange. The Status Indicator will remain a until the options are selected.

Another method would be to simply click Accept without taking any actions for the Available Options. This will result in the Option Prompts being shown as NOT DEFINED, the Option Description being shown as INCOMPLETE, and the option fields being highlighted in yellow. The Status Indicator will remain a until the options are selected.

Options Fields

Double click in the Option fields on a line or select an Option field on the line and press F5 to enter part options through the Edit Part Options dialog.

The top of the dialog shows the Part Information, including the Base List, Upcharges total, and Unit List pricing. A Base List or Unit List price needs to be added to the line prior to adding the option upcharges for the Unit List to be calculated accurately.

To add options:

1. Click the to add a new Option line. 
2. Enter an Option Prompt, Code, Description, and Price for the Upcharge if applicable.
3. Click in the first column to select a line. A indicates an active line.
4. Click to insert a new option line above the selected option line.
5. Click to delete a selected option line.
6. Click OK when the changes are complete.