Objective
How to create an order using the ‘Table View’.
Background
The ‘Table View’ can be used to add items to any order type in StructShare on the desktop application.
Things to Consider
The ‘Table View’ option is not available on the mobile application.
Steps:
Select ‘Create Order’ on the desktop
Select any order type
Select the Project
If you have the permissions to select a Supplier, select a Supplier
Select the ‘Type in Table View’ option on the right hand side of the screen
You can select the ‘Master List’ or ‘Project BoM’ at the top left which allows you to type an item in the ‘Name’ field and search for the item against the selected catalog.
The ‘Column Preferences’ can be adjusted based on the fields you are entering
The ‘Type in Table View’ option is useful for large orders. You can quickly build out your items list by copying the columns from an excel spreadsheet (Item Name, Unit of Measure, etc.) and pasting the items into the ‘Name’ column. When you do this, it will automatically open up an additional screen to ‘Import Items’ and will allow you to select the column header based on the information you pasted into StructShare.
Once you ‘Import X Rows’, you will be brought back to the ‘Table View’ to make any additional edits.
Once your list is complete you can select ‘Save & View Cart’ which will take you back to the ‘Create Your List’ view or select ‘Save & Checkout’ to complete your order.
Once you select ‘Save & Checkout’ or ‘Continue’ from the ‘Create Your List’ screen, you can enter any necessary fields in the checkout screen prior to selecting ‘Request Approval’ or ‘Place (or Save) Order’ based on your permission level and order type selected.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
929.567.3474