You can set and edit the cost and sales index settings of a catalogue, or catalogues, for a project and all the designs within. From version 12.5a2 you will be prompted to update your index settings via a validation check when you open an existing design.
Index validation when opening a design - When opening a design Winner will check the index set for the design against the index in the catalogue list or at project level. If a design is not using the most up to date indexing, the user will be asked if they want to instantly update the indexes with the default ones and they also have the option to view indexes or not to change them.
Note: Once the user either instantly updates or decides not to change them this dialog box will not appear again when opening that design.
Indexing a whole project - When you index a catalogue, existing projects, which use this catalogue, do not have the pricing structure applied automatically.
To update indexing in your existing project (which will update all designs within it):
- Click Project in menu bar and select Open or press F3 on your keyboard. Select the project to update and open.
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In the customer information box below the toolbar, click on the more options icon in the top right corner.
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In the Project info window, click on the Terms 2 tab.
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In the Catalogues box, click the Add button.
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In the Select from list window, select your newly indexed catalogue and click OK.
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The Catalogue information window will appear. Check your price settings and click OK.
Note: Select Copy from and a list of all the index settings for this catalogue will appear.
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A confirmation window will ask if you want to apply the settings to the project and update quotations. Click OK to confirm.
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The catalogue will now be listed in the Project info window. Click OK to exit.
- This will have updated your quotations. IMPORTANT: Please note that quotations that are set to sent will not have been updated. For these designs, the quotation must be cancelled before the catalogue information can be updated.
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How can I setup my cost and sales index?