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Just enter an Item
o. Click on the Bid Item List icon in the far left view bar.
o. The first and easiest way to begin is just to move your cursor to the Item Description's "Add New" line at the end of the Bid Item List by pressing Ctrl+PageDown. Start entering an item's description and fill in the rest of the line. There's the first item. (You may insert an Item by (1) pressing the Insert key while in the tag column or (2) using the Edit Menu and choosing Insert.) Eventually, you will want to use a faster selection method below.
Item Selection
o. Press F11 or click on the first icon (labeled "Select Items (from the) Price Book") on the view toolbar to the left of the screen. It will take a few moments for this Item Selection window to be displayed but you will soon find out that it is well worth the wait.
o. Click on the Division, Subdivision and Item you want. Press the Transfer button to move it to the Item Worksheet.
o Press the Done button to close the Item Selection window and move the Worksheet Items to the bid. (If you do not want to keep this Items, press Cancel instead.)
o. You are now in the Bid Item List and the tagged Items have been transferred. (If they are entered at the bottom of the list, then you will need to go to the Tool Options Dialog Box and change the "Add New" option.)
You should ALWAYS select Recalculate off the Bid Menu before giving a quote then check for any omissions and all calculations carefully.
See Also: Item Selection, Bid Menu, Using Super Assemblies, Work Packages
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