In Winner, users can set and edit cost and sales index settings of a catalogue, or catalogues, for a project and all the alternatives within.
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 alternatives 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-hand 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, click on your newly indexed catalogue and click OK.
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The Catalogue information window will appear. Check your price settings and click OK.
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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 alternatives, the quotation must be cancelled before the catalogue information can be updated.
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