In this module, we’ll explore how Item IDs serve as the backbone of your entire schedule and book system.
There’s a lot in this module - but it’s hugely important. Take your time and go through each section carefully.
We’re continuing to build on everything we’ve learned so far.
When used properly, Item IDs unlock massive efficiency. You’ll be able to structure your selections once - and have them flow automatically to every connected location.
This module is all about mastering that structure.
Item ID - Overview
A quick overview on the power of Item Id's
Item ID - Dependent Items
Dependent items are items that are required for another item to function properly. They’re not optional - they’re essential.
Example:
You select a shower control as your primary item. That control requires a rough-in valve to be installed behind the wall.
The valve is a dependent item - not something the client sees, but critical for the plumber.
Why this matters:
By assigning a dependent item to an Item ID, you ensure that:
It’s never forgotten
It’s clearly documented in the schedule
The installer knows what’s needed behind the scenes
Alternate Items
Alternate items are just alternative options linked to your primary selection. Think of them as a shortlist - not approved, just saved.
Why use them:
Keep your shortlist organized
Compare alternatives during review
Quickly switch without starting over
Option Items
Option items are additions that complete a primary item. They’re required to complete an items detail.
Example:
You select a fireplace as the main item. It needs a grill style and a liner.
Each of those is an option - you may need to select to complete the Item Detail.
Why use them:
Ensure complete selections
Avoid missing required components
Keep specs clean and accurate
Specifications
Specifications are images pulled from the Specification Library. They’re used to help define the design intent - things like layout, pattern, or visual reference.
Example:
You select a tile. Then, you attach a spec image showing the tile layout pattern or grout detail.
Why use them:
Clarify installation intent
Communicate design visually
Keep all specs in one place
Documents
Documents are file attachments linked to an Item ID. These can be anything that supports or validates the selection.
Examples:
Shop drawings
LEED certifications
Compliance sheets
Why use them:
Keep everything tied to the selection
Ensure installers and vendors have what they need
Centralize documentation for easy export or review
Parts
Parts are the individual components that make up a full item or SKU.
They’re especially useful for supply showrooms managing logistics and order accuracy.
Example:
A showerhead may ship in 3 separate boxes:
The head
The arm
The escutcheon plate
Each of these is added as a part under the main Item ID.
Why it matters:
Clarifies what needs to be ordered and delivered
Helps vendors and installers verify each piece
Avoids missing parts and costly jobsite delays
Summary (A quick review)
Watch how Item IDs let you structure once and reuse everywhere.
Link items to multiple locations, swap selections in seconds, and keep all your specs, documents, and dependents flowing automatically.
It’s simple, powerful—and it’ll change the way you work.
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