The Catalog information window is to view and alter important information regarding the selected catalog. You can change how the price of groups is calculated, add or change information presented from the catalog, and adjust settings. It is accessed via Registered catalogs:
- At Project level, click Register in the menu bar.
- Select Catalogs.
- In the Registered catalogs window, select the catalog to highlight it.
- Double-click the selected catalog or click Catalog in the menu bar and select Properties.
Catalog information contains three tabs:
Price calculation
The Price calculation tab allows you to adjust Cost and Sales indexes for the selected catalog, as well as adjust the calculation method and set Currency. See How can I setup my cost and sales index? for more information.
The Conditions drop-down allows you to set multiple time-frames that the indexes you set are applied for, as well as for a single Alternative. See Conditions properties for more information.
Info. fields
The Info. fields tab allows you to add extra information to the catalog. The information will be printed on the quotation as well as other catalog information.
- Click on the Add button to add a new information field in the catalog.
New lines will always be placed on the last line of the window. Change the order of the information in the window by highlighting the line you want to move, and click on the Up or Down button. - Click OK to save changes.
Settings
The Settings tab allows you to edit the selected catalog.
- Supplier
Select the supplier to be linked to the catalog from the drop-down list. Click on the '...' button to the right to access the supplier register. - Name of printouts
Enter the name the catalog should display as on all printouts. - Make this catalog unavailable for new alternatives
Tick this if you want to limit the catalog being used for new designs. This is useful if you do not want to delete the catalog, but want to phase out its use. - Purchase price and sales price for each product
Tick this to show purchase prices and sales prices per product to designers. This is dependent on the specification of the catalog. - Apply cost index at fixed cost prices
Tick this if you want the registered purchase price for the product to be multiplied by the cost index. This option is only available if the Purchase price and sales price for each product box is ticked. - Automatic selection of model/finish
Tick this box to automatically allocate the same model/finishes to all the product groups. This means when you change model/finish of a door, it will update other groups such as edges and panels to match where possible. - Skip automatic updating of codes for cabinet cutting
Tick this box to skip any updates or creation of additional codes in the quotation when you change the size of a cabinet. This is dependent on the specification of the catalog. - Ask only for mandatory extra codes
Tick this box to only show the extra codes that are registered as "mandatory" on the unit when placing it, instead of showing all extra codes that are listed to the unit. This is dependent on the specification of the catalog. - Exclude this catalog from profit calculation
Tick this box to stop the catalog being included on presentations of profit, such as quotations and margin control. - Show overridden finish information at item lines
Tick this box to list any changes from the default selection of models/finishes in the alternative's quotation.