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How To: Move New Items Across To The Customised Component List

Updated over 3 months ago

IMPORTANT – If you have created a Customised Component List and then make changes to the design e.g. colour or dimension changes, these changes will only apply to the System Material List so they must be manually changed in your Component List.

In the example below I have gone back into the job and changed the colour of the roof sheets.

The System Material List shows the roof sheet colour change with the whole item highlighted red. The Component List shows the same item in blue to alert the user to the difference between the two lists.

There are 3 red items in total that are different and need attention (roof sheets, flashings and fasteners).To make sure the correct items are ordered you must transfer the changes to the Component List. If you hover over the “3 Red Items” alert in the System List, you will see a blue arrow pointing to the Component List.

Click on the blue arrow and all the altered items in the new colour will be transferred to the Component List.

The original item in the old colour is still on the Component List so that needs to be deleted by clicking the red cross.

This will ensure that the old colour roof sheets are removed from the order list, and the roof sheets in the correct colour will be ordered along with the ancillary items.

Continue to do this with all the items until there are no red items left.

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