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To categorize groups
of items to another appliance, access the Parts Database Menu/Categorize
Items Imported as New Items Submenu.
The Categorize New Items dialog appears on the left, along with a list of appliances arranged by item codes. In the example image, item code #168800116 Plenum Cable will be converted to a Fiber Optic Cable.
1. First, highlight items in the existing list above that will be converted. Range-select multiple, consecutive items in the list with the left-mouse button/[Shift] key combination or the left-mouse button/[Ctrl] key combination to select multiple, non-consecutive items.
2. Next,
categorize the highlighted items by modifying the Selected
Items Will Become fields to the desired categories/subcategories.
In the example, the highlighted items will become 2-Fiber Optic Cable.
3. When finished selecting the new categories/subcategories from the drop-down menus, click the Perform Conversion button.
Please Note: A
Quick Tip will appear that reads, "The first selected item for the
most recent conversion will be displayed in the Parts Book editor (Modify
Existing Item dialog) when finished. You may make this process easier
by converting one group at a time and then verifying each item using the
'next item code' button with the 'maintain category' option selected."
Click here for additional information about the Modify Existing Item dialog.
4. Once the Modify Existing Item dialog appears, click the Modify button on the bottom right to enable the Manufacturer, Product Line, Category, etc. drop-down menus.
5. If desired, save the changes with the Save button on the lower right side.
Please Note: Depending
on the type of newly-categorized appliance, the Modify
Existing Item dialog's number of editable tabs and drop-down menus
will differ.
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