These two designations in Spec are used for different purposes. Specials are used to designate modifications to standard products from a manufacturer's catalogs. This process typically involves requesting the engineering modification from the manufacturer and receiving an approval back that may include revisions to ordering or pricing information.

The Custom designation in Spec is used for items that don't have any catalog reference in the CI Library Warehouse. This may include fully custom-made products, products from retail or local manufacturers, custom materials, and perhaps fees.

Specials

Since Specials are applied to standard products, begin by adding the product line to the spreadsheet. Be sure to make any standard options selections needed. Once the product is added:

1. Right click on the record line and click Make Special from the menu.

   

2. Enter the Special Information to the part data as needed or as noted by the manufacturer.

   

3. The Equivalency section displays the standard options selected. From here, you can Select Options or Edit Options.

   

4. Some manufacturers provide other specific information that can be entered in the bottom section.

   

5. Click OK when the modifications are complete. Click Cancel to close the dialog without saving any changes.

   

Once the Special is applied, the Status Indicator will show a yellow flag, and the record line will be skipped when checking against catalog information.

To remove the Special designation, right click on the line and click Remove Special. This will not revert any modified to the part information. Information will need to be modified manually back to the standard part specifications to avoid errors when checking against catalog information.

Customs

Since a Custom item has no catalog reference, these lines will need to be entered manually. Begin by double clicking into a field on a blank line to type in information like the Manufacture Code, Catalog Code, Quantity, and price information. You can use the blank line at the bottom of the sheet or right click and select Insert Blank Record to insert a blank line anywhere on the spreadsheet.

Once the needed information has been entered, right click on the line and select Make Custom from the menu or use the Custom Record icon on the Price Tab.

Once the Custom designation is applied, the Status Indicator will show with a C and this line will be skipped when checking against catalog information.

As you apply pricing tools to the project, you may want to lock the Unit Price or Record from any edits. See the Pricing and Discounting article for more information on the lock functions.

To remove a Custom designation from a line, right click and select Remove Custom from the menu or use the Custom Record icon on the Price Tab.