Schedule information fields explained

How to add a custom product

How to add a product by webclipper

How to add a trade portal product

How to add custom specifications

How to add multiple images

How to add attachments

How to reorder products

How to duplicate a product

How to copy a product to a new section

How to copy products to a new schedule

How to copy and entire schedule

How to archive & unarchive a product

How to delete a product

Schedule information fields explained

The new Programa schedule has a number of additional fields, to help you better specify products. To help you understand what information to add into each field, we've outlined the full set below:

  • Product Description: This is how you would describe the product. This is different to the product name, as it is a description. For example, the product name supplied by the brand is "Malone Broadloom Wool Carpet", your Product Description would be "Carpet".

  • Product Details: This is a free text field where you can add any details you think would help your specification, e.g. product location.

  • Doc Code: Add the documentation code that corresponds to your plans in this field

  • Link: Product website link

  • Product Name: This is the product name provided by the supplier

  • Brand Name: This is the product brand name. Note it may be different to your supplier.

  • Dimensions: Product sizing. Note these are listed in millimetres

  • Colour: This is the colour as your eye sees it, or as specified by the brand.

  • Material: The dominant or combination of materials the product is manufactured from, e.g. marble, stainless steel, wool etc.

  • Finish: Anything that is applied or treated to the product which changes the performance or appearance of the product, e.g. powder-coated, PVD, oiled, brushed, honed etc.

  • Qty: the number or amount of product you are specifying

  • Lead time: the wait time between ordering and delivery

  • Status: Assign a status to your product to easily track progress, e.g. In Review, Quoting, Ordered, Delivered etc.

  • Supplier Company: The name of the company you will order the product from

  • Supplier Contact: The name of the sales representative.

  • Product Code SKU: This is the code the supplier uses to identify their product. It is generally numbers or a combination of numbers and letters.

How to add a custom product

  1. Click + New Product at the end of your section

  2. Select Custom Product

  3. An empty product row will appear in your section

  4. Add your product information into the relevant fields


How to add a product by webclipper

Click here to read the webclipper installation & usage guides.


How to add a trade portal product

  1. Click + New Product at the end of your section

  2. Select Product from Trade Portal

  3. You'll be redirected to the Trade Portal to select a product

  4. Click on your selected product

  5. Choose your product options (if applicable)

  6. Choose a product quantity

  7. Click Add to Schedule

  8. Choose the project name from the list

  9. Choose the schedule name from the list

  10. Select the section you'd like to add the product to

The product, including all information, images, contact details and attachments, will be automatically copied across to your schedule. All you have to do is add your own product description, optional details and doc code.

How to add custom specifications

  1. Click the > button at the end of your schedule row to view the product details page

  2. Scroll down to the Custom Specs section

  3. Click + Add Spec

  4. Type in a label. This is the name for your custom specification, e.g. Warranty, Installation, Maintenance etc.

  5. Type in the custom spec details.

  6. Press Enter

You can add unlimited custom specs per product. Simply click the + Add Spec button to add additional rows.


How to add multiple images

  1. Click the > button at the end of your schedule row to view the product details page

  2. Under the main image, click the grey Browse to upload box (note you can also drag your files directly into this box)

  3. Select your image file (you can upload one image at a time)

  4. Click Open

  5. The new image will automatically be added as the main product feature image. To change feature images, simply click on another image below.

Note you can upload a maximum of 4 images per product. To replace an image, click the X button in the top right corner of the image to delete the file, then upload your new image using the steps above.

How to add attachments

  1. Click the > button at the end of your schedule row to view the product details page

  2. Scroll down to the Attachments section

  3. Click the grey box to open your file browser (note you can also drag your files directly into this box)

  4. Select the file you'd like to upload

  5. Click open

You can add unlimited attachments to your product by repeating the process above.


How to reorder products

  1. Hover your mouse over the product image in the default view

  2. Click and hold the 4 dots to the left of the image

  3. Drag and drop the product into its new location (note you can only drag and drop products within the same section.)

To move a product into a new section, see the guide below.


How to duplicate a product

  1. Click the 3 dots at the end of your schedule row to open product options

  2. Select Duplicate from the options provided

  3. The duplicate entry will be added directly below your original product

How to copy a product to a new section

  1. Click the 3 dots at the end of your schedule row to open product options

  2. Select Copy To... from the options provided

  3. Choose your current project name

  4. Choose your current schedule

  5. Select the section you'd like to copy the product to

  6. The product will be automatically added to the bottom of your nominated section

How to copy products to a new schedule

  1. Click the 3 dots at the end of your schedule row to open product options

  2. Select Copy To... from the options provided

  3. Choose the destination project name

  4. Choose the destination schedule name

  5. Select the section you'd like to copy the product to

  6. The product will be automatically added to the bottom of your nominated section


How to copy an entire schedule

  1. In top toolbar, select the 3 dots below Get Bulk Quotes to open schedule options

  2. Select Copy To... from the options provided

  3. Choose the destination project name

  4. The schedule will be automatically added to file list in the new project


How to archive & unarchive a product

  1. Click the 3 dots at the end of your schedule row to open product options

  2. Select Archive from the options provided. The product will automatically disappear from view

  3. To unarchive a product, click Show Archived Items in the top schedule toolbar

  4. Click the 3 dots at the end of the archived product entry to open options

  5. Select Unarchive from the options provided

  6. Click Hide Archived Items to hide the remaining archived products

How to delete a product

  1. Click the 3 dots at the end of your product entry row to open options

  2. Select Remove from Schedule from the options provided. The product will be automatically deleted from your list. Please note, deleting products is permanent. You are unable to reinstate deleted products.

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