About Inventory Unit Options/Upgrades
Options and Upgrades, in the Inventory Center , are used to identify the custom details associated with a unit of Inventory such as hardwood flooring or stainless steel appliances. The Inventory Manager is able to click into a unit and select predefined Options and Upgrades that apply. (See Options/Upgrades in Project Admin for instruction on creating the Options and Upgrades selections.) Option/Upgrade amounts added to a Unit will be listed in the pricing details of the Unit’s Inventory Profile as well as in the Options and Upgrades section that follows the pricing details on the Inventory Profile.
To Access Inventory Unit Options/Upgrades:
1 – Click into the Inventory Center .
2 – If applicable, click on the Component tab of the Unit you want to access.
3 – In the Inventory List, find the Unit you want to access and click on it.
4 – With your mouse, hover over Other Actions and click on Options/Upgrades in the dropdown.
You will see all Options and Upgrades that have been added to the Unit.
- Add Option/Upgrade to Inventory Unit
- Update/Edit Contract Option or Upgrade
- Delete Option/Upgrade from Inventory Unit