Procurement Books contain a schedule of all items that will be going through a particular supplier. To create a Procurement book, follow the steps below:
Step 1: Navigate to the Books tab and click Create new book.
Step 2: Select Schedule Book from the dialog box that appears, and click Next.
Step 3: Select from the list of available Suppliers and click Next. For more on adding suppliers, be sure to check out the article on Suppliers and Installers.
Step 4: You can uncheck any boxes with details you don't wish to be included.
Index Page: Check this box to include a full list of all pages included in the book with page number.
Room Schedule: Check this box to include the Rooms view of the schedule, with all design selections divided by Room/Space/Location.
Item ID Schedule: Check this box to include the Item ID view of the schedule, with all design selections divided by Division.
To exclude any specific details from your schedule, be sure to uncheck them on this page. For example, if you wish to exclude SKU and Manufacturer, you will need to uncheck them from every category you are including (e.g. If you're including the Room and Item ID schedule in the book, uncheck SKU and Manufacturer).
Name your book and click Create.
Note: If you would like to set a specific cover page for the book, you can do so by selecting from the Cover drop down.
Step 5: Your new book will appear in your list of books, and can be converted to PDF by selecting the vertical ellipsis at the right of that line item and choosing Create PDF.
Step 6: Once your Book has processed, it will appear in your Documents tab at the top of your screen. From here you will be able to download, or grab a link or QR code for that document (see the article on Creating a Link or QR Code).
