The screen shot below shows the Actions menu. Each design firm will have different actions available depending on their design focus.
Below is a listing of the most common actions. It is possible that your firm has custom Actions that will not be listed below.
Action Name |
Description |
Proposal |
Preview then create proposals. More info. |
Flag to Invoice |
Sets a flag to the items indicating they are ready to invoice. More info. |
Flag to Order |
Sets a flag to the items indicating they are ready to order. More info. |
Create Invoice |
Preview then create invoices. More info. |
Generate Specs |
Creates a specification of one or more items. More info. |
Batch POs |
Will create purchase orders for more than one item. More info. |
Create Pick List |
Will show a preview of a pick list and allow you to convert it into an actual pick list. More info. |
Copy Item(s) |
Allows you to copy one or more items to the active project or a different project. |
Delete Spec or Delete Item |
Delete one or more items. |
Issue Specifications |
Used to set the issue date for one or more items. |
Reissue Specifications |
Used to set the reissue date for one or more items. |