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
Click + New Product at the end of your section
Select Custom Product
An empty product row will appear in your section
Add your product information into the relevant fields
How to add a product using the Web Clipper
How to edit a product using the Web Clipper
How to add custom specifications
Click the > button at the end of your schedule row to view the product details page
Scroll down to the Custom Specs section
Click + Add Spec
Type in a label. This is the name for your custom specification, e.g. Warranty, Installation, Maintenance etc.
Type in the custom spec details.
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
Click the > button at the end of your schedule row to view the product details page
Under the main image, click the grey Browse to upload box (note you can also drag your files directly into this box)
Select your image file (you can upload one image at a time)
Click Open
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
Click the > button at the end of your schedule row to view the product details page
Scroll down to the Attachments section
Click the grey box to open your file browser (note you can also drag your files directly into this box)
Select the file you'd like to upload
Click open
You can add unlimited attachments to your product by repeating the process above.
How to reorder products
Hover your mouse over the product image in the default view
Click and hold the 4 dots to the left of the image
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, click the 3 dots at the end of the product row, select Move To and choose the destination section.
How to duplicate a product
Click the 3 dots at the end of your schedule row to open product options
Select Duplicate from the options provided
The duplicate entry will be added directly below your original product
How to copy a product to a new section
Click the 3 dots at the end of your schedule row to open product options
Select Copy To... from the options provided
Choose your current project name
Choose your current schedule
Select the section you'd like to copy the product to
The product will be automatically added to the bottom of your nominated section
To copy multiple products at once, simply click the checkbox to the left of the product image, select Action in the top right of your screen and choose Copy to then follow steps 3, 4, and 5 above.
How to copy a product to a new schedule
Click the 3 dots at the end of your schedule row to open product options
Select Copy To... from the options provided
Choose the destination project name
Choose the destination schedule name
Select the section you'd like to copy the product to
The product will be automatically added to the bottom of your nominated section
To copy multiple products at once, simply click the checkbox to the left of the product image, select Action in the top right of your screen and choose Copy to then follow steps 3, 4, and 5 above.
How to copy an entire schedule
In top toolbar, select the 3 dots below Get Bulk Quotes to open schedule options
Select Copy To... from the options provided
Choose the destination project name
The schedule will be automatically added to file list in the new project
How to archive & unarchive a product
Click the 3 dots at the end of your schedule row to open product options
Select Archive from the options provided. The product will automatically disappear from view
To unarchive a product, click Show Archived Items in the top schedule toolbar
Click the 3 dots at the end of the archived product entry to open options
Select Unarchive from the options provided
Click Hide Archived Items to hide the remaining archived products
To archive multiple products at once, simply click the checkbox to the left of the product image, select Action in the top right of your screen and choose Archive.
How to delete a product
Click the 3 dots at the end of your product entry row to open options
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.
To delete multiple products at once, simply click the checkbox to the left of the product image, select Action in the top right of your screen and choose Delete.
How to add a trade portal product
Click + New Product at the end of your section
Select Product from Trade Portal
You'll be redirected to the Trade Portal to select a product
Click on your selected product
Choose your product options (if applicable)
Choose a product quantity
Click Add to Schedule
Choose the project name from the list
Choose the schedule name from the list
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.