Pop Up List: Room NamesPop Up List: Room Names

Room Names are used to group equipment together on a proposal. Also called Locations, this default list can help speed the creation of proposals by assigning standard room names to a proposal.

Set Up

  1. Place your mouse in the first empty Item Name field and enter the room name.
  2. Enter a numeric value in the Sort Order field to organize rooms in a particular order. Room names with the same sort order number will then be sorted alphabetically.
  3. The blue Delete Item button will delete the specific room number.

Room Name/Location UsesRoom Name/Location Uses

Use

Room Names (aka Locations) are used in the following places

  • entered on a proposal in on the Setup (tab) > Locations (tab) to define where equipment will be installed
  • in Designer > Add Products for both Proposals and Sales Orders to define where equipment is installed
  • in Sales Order > Product (tab) > Product Manager to sort lists of parts by location being installed
  • in Sales Order > Project (tab) > Create Tasks to sort tasks by locations
  • on a Project > Tasks/Parts or Work Order > Tasks/Parts – to organize tasks and parts lists
  • when adding parts to a Project or Work Order
Last modified: 26 Feb 2019

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