The Custom tab will display user created catalogs. All lines placed from a Custom catalog will have the Custom designation. Therefore, these are best created for frequently used items that are custom products, retail items, or charges. See the Specials & Customs article for more information about the Custom designation.

Creating the Custom Catalog

Start by opening a new blank spreadsheet.

Manually enter the lines items with any information you wish to be included. Consider information that will apply across all projects, such as unit or list pricing that should be included. 

Save the spreadsheet in the Custom folder within the ProjectSpec folder. The spreadsheet must be saved here to function as a Custom Catalog.

If you want to organize your Custom Catalogs further, you can create additional folders within the Custom folder.

On the Custom tab, right click and click Refresh to sync the information shown with the contents of the folder.

Using the Custom Catalog

Double click on the catalog to expand the individual lines. If you've created additional folders, double click to navigate through until you find the lines to use.

Click and drag the line you wish to use into a line location on the spreadsheet. 

These lines will automatically receive the Custom designation as seen by the C in the Status Indicator.

Enter any additional information like Options or Tagging that may be project specific.