Working with Picklists

Use picklists to create lists of parts that can be sent to your DBS. The picklist pane appears at the bottom of the screen.

Tip: Only one picklist can exist per job, and picklists are specific to a given job.

Picklist Tools

Picklist management tools are located along the top of the picklist toolbar.

Tool Function
Clears all parts from the picklist.

A quick way to add a part for which you already know the part number:

  1. Click the Add Part button on the picklist toolbar. The Add Part window opens.
  2. Enter the part number, quantity, and description.
  3. Click Add.
Prints the picklist as a PDF.
Opens the Email Picklist window. Enter information as needed, then click Send. The picklist is attached to the email in a PDF file.
Opens the Estimate window.
Open a saved picklist.

Opens the Save Picklist window.

  1. Select the folder in which you want to store the picklist.
  2. Enter a name for the picklist.
  3. Optional: Enter comments.
  4. Optional: check the Locked box to lock the picklist so that it cannot be changed or deleted.
  5. Click Save.
Download the picklist as a .csv, .txt, or .xml file.
Enter a name for the picklist.
Send parts to your DBS. This button appears only if you have configured integration.

To submit the current picklist to your DBS, click the button or press the F2 key. If more than one integration type is configured, click the list box arrow and select the integration type you want.

Customize which columns of information to show or hide for the currently selected Prices option (see below). Each Prices option can have its own Custom Columns settings. Items with a checkmark will appear in the picklist, and in any estimates you create from it.

Tip: A number of sensitive data columns are hidden (unchecked) by default. Click to see what is currently hidden or displayed.

Select an option from the picklist's Prices menu to determine which price types will appear on the picklist. Select None to hide prices.

Important: The price displayed for a part is the total price for the quantity selected. For example, if a part in the picklist shows "3" in the quantity column and "150.00" in a price column, the price for one part is 50.00.

Display the picklist.
Display the picklist in full-screen mode.
Hide the picklist.

Adding a Part to the Picklist

Click the Add to Picklist button next to a part in the Parts List or in Search Results to add the part to the picklist.

Deleting a Part from the Picklist

To remove a single part from the picklist, click the Delete icon next to the part in the picklist.

Saving a Picklist

When you close a job, its picklist is deleted, unless you first save the picklist. To save a list:

  1. Click the Save Picklist button on the picklist toolbar. The Save Picklist window opens.
  2. Select the folder in which you want to store the picklist.
  3. Enter a name for the picklist.
  4. Optional: Enter comments.
  5. Optional: check the Locked box to lock the picklist.
  6. Click Save.

Opening a Saved Picklist

Tip: The saved picklist will replace the existing list in the picklist pane when it opens. Save the current list before opening a saved one, if you don't want to lose it.

  1. Select Manage Picklists from the Manage menu. The Manage Picklists window opens.
  2. Double-click a picklist name (or select a Folder name and then double-click a picklist name, if your list was saved in a folder).
  3. The selected picklist replaces the existing list in the picklist pane.

Managing Picklists

  1. At the top of the screen, click Manage → Manage Picklists to open the Manage Picklists window.
  2. Select a folder name in the left pane to see a list of its saved picklists on the right.
  3. To open a saved picklist, double-click the picklist.
Element Function
The picklist has a comment. Hover over the Comment icon to see its content as a tooltip.
The picklist is locked.
Right-click this icon to see more options. You can choose to Edit, Lock, Unlock, Copy, Open, or Delete a saved picklist.