Actions

Each design firm can have their own list of available actions. If you need an action added to your pull down list, please contact your Smart Designer project manager.

To learn how to use Actions, read the section How Item Actions Work.

Action

What it will do

Proposal

This will display a preview of the proposal.

Flag to Order

Will toggle a  flag icon for the item in the PO column on the Items List View.

Designers can flag items when they are confident that all of the details for the item are correct and that the item is ready to be ordered.

Items that flagged to order will also cause a shopping cart icon to appear on the Active Project Status view. This informs the person who issues POs that items need to be ordered for this project.

Flag to Invoice

Will toggle a  flag icon for the item in the invoice column on the Items List View.

Designers can flag items when they are ready to be invoiced.

Items that flagged to invoice will also cause a invoice icon to appear on the Active Project Status view.

Create Invoice

This will display a preview of the invoice.

Create PO

This will display a preview of the PO.

Generate Specs

This will display the Generate Specs window where you can determine what to generate.

Create Pick List

This will display a preview of the Pick List which is report sent to a warehouse that lists the items that need to be picked and shipped to a specific location for installation.

Copy Item(s)

This will display a window that allows you to copy item(s) to the same project or a different project.

Delete Item or Delete Spec

This will allow you to delete an item that has not been put on an invoice or a PO.

Best Practice: Generally it is better to exclude items rather than delete them. Excluding items is faster and if things change and you need the item again, you can un-exclude it.

Issue Specifications

Click to set the Issue Date and status for the selected item(s). (Only included for firms that use the optional hospitality module.)

Reissue Specifications

Click to set the Reissue Date and status for the selected item(s).  (Only included for firms that use the optional hospitality module.)

Modify Room List

This will bring up a window where you can add additional rooms and areas to the project. This saves you from having to go to the Room Tab on the Project Detail View to add rooms or areas.

Set Projected Invoice Date

This will allow you to enter a date when you expect to invoice the items.

Assign Status

Change the status of multiple items at once

Set Status to Exclude

Change selected items to exclude

Assign Distribution Method

Change selected items to Distribution or Manual

Update Vendor

Change the vendor of selected items.

Add to Existing Proposal

Add selected items to existing proposals.

Batch POs

Create multiple POs for selected items.

Create Budget

View a budget consisting of only the selected items.

Modify Room List

Change or add rooms to the project from the Item List View.