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Project Admin Center - Project Setup - Option and Upgrades

Project Admin Center - Project Setup - Option and Upgrades

In this article:

About Options/Upgrades in Project Admin Center

The Options and Upgrades menu item under Project Setup in the Project Admin Center allows a Project Administrator to create a list of options/upgrades that users can select from and add to a unit of inventory in the Inventory Center. Options as well as Option Packages can be created and, along with Price, can include Cost, Supplier, Parts, and Model information.

To manage Options and Upgrades:

In the Project Admin Center, click Project Setup and select Options and Upgrades.

Add Option/Upgrade

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Inventory Options tab.

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3 - Click on Add Option.

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4 - A new line will appear. Enter the Option in the space provided. In the same line, double-click in the Description, Supplier, Price, and Cost fields to include that information if desired.

You can enter an Option in two ways:

  • Click on Add Option multiple times to add as many fields as you need and then go back and enter your Options in the spaces provided; or
  • Click on Add Option, enter your Option in the space provided, and then click on Add Option again and repeat the process as many times as needed.

5 - Click Save.

Add Option/Upgrade Package

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Inventory Option Packages tab.

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3 - Click on Add Package.

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4 - In the panel to the right, enter a name for the Option Package in the Name field.
5 - If you wish, enter a Price and Description, and check the boxes beside the Options that apply to the package.

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6 - Click Save.

Add Supplier

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Suppliers tab.

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3 - Click on Add Supplier.

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4 - A new line will appear. Enter the Supplier Name in the space provided. Double-click in the Description field to enter a description if desired.

You can enter Suppliers in two ways:

  • Click on Add Supplier multiple times to add as many fields as you need and then go back and enter Supplier information in the spaces provided; or
  • Click on Add Supplier, enter Supplier information in the spaces provided, and then click on Add Supplier again and repeat the process as many times as needed.

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5 - Click Save.

Update/Edit Option

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 Click on the Inventory Options tab.

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3 - Double-click on the Option you want to change and edit the Name as desired. Double-clicking on the Description, Supplier, Price, Cost, Part, or Model will allow you to edit these fields as well.

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4 - Click Save.

Warning: Editing an Option will permanently change the information for all inventory details and related reports. If you wish to keep any record of old Options, create new ones instead of editing existing ones.

Update/Edit Option Package

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Option Packages tab.

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3 - Click on the Option Package and update as desired. Double-clicking on the Description or Price will allow you to edit these fields as well. Update the information in the panel to the right by clicking into the appropriate field and editing, and checking or unchecking boxes beside Options as desired.

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4 - Click Save.

Update/Edit Supplier

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Suppliers tab.

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3 - Double-click on the Supplier and update as desired. Double-clicking on the Description will allow you to edit this field as well.

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4 - Click Save.

Warning: Editing a Supplier will permanently change the information for all inventory details and related reports. If you wish to keep any record of old Suppliers, create new ones instead of editing existing ones.

Delete Option/Upgrade

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Inventory Options tab.

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3 - Click on the Option you want to delete.
4 - Click on Delete Option.

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5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

Warning: Deleting an Option will permanently remove all references to it from inventory details and related reports.

Delete Option/Upgrade Package

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Inventory Option Packages tab.

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3 - Click on the Option Package you want to delete.
4 - Click on Delete Option Package.

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5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

Warning: Deleting an Option Package will permanently remove all references to it from inventory details and  related reports.

Delete Supplier

1 - In the Project Admin Center, click Project Setup and select Options and Upgrades.

2 - Click on the Suppliers tab.

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3 - Click on the Supplier you want to delete.
4 - Click on Delete Supplier.

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5 - You will be asked if you are sure you want to delete the selected item(s). Click Yes.

Warning: Deleting a Supplier will permanently remove all references to it from the Options and Upgrades report.