How to add an item manually

Created by Emily A, Modified on Thu, 17 Apr at 9:31 PM by Emily A

How to Add an Item to a Schedule in the IntoAEC Application

To add an item to a schedule in the IntoAEC application, follow these steps:

1. Click on the Created Selection to open it.

2. Click on the Add Item button.

3. Choose add manually from the following options to add an item.

4. Select "Add Manually" – this will trigger an off-canvas page to appear.

5. Enter the following details:

Product Name (Mandatory) – Specify the name of the item.
Brand – Enter the brand of the product.
Unit Cost – Input the cost per unit.
Quantity – Define the number of units required.
Unit Type – Select the measurement unit (e.g., pieces, kg, liters).

6. Upload Attachments – Add up to four images if necessary.

7. Click "Add" to finalize and add the item to the selection or schedule.

Note: The Product Name is a required field and must be entered before saving the item.

8. After adding the item, it will be listed under the selected selection, where you can view, edit, or delete it as needed.

Editing an Item

Click on the Edit button.
An off-canvas page will open, allowing you to modify the details.
Update the necessary fields such as Product Name, Brand, Unit Cost, Quantity, or Unit Type.
Click the Update button to save the changes.

Deleting an Item

Find the item in the selection list.
Click on the Delete button.
A popup confirmation will appear with the message: "Are you sure you want to delete this item?"
Choose one of the options:
Click Yes to confirm and delete the item.
Click No to cancel the action.

Previewing an Item

Click on the item name in the selection list.
A preview page will open, displaying the item details such as Product Name, Unit Cost,Quantity and total amount.
Review the item information without making changes.
Close the preview when done.

Adding an item manually in the IntoAEC application ensures flexibility in customizing product details according to specific requirements. This feature allows users to input key attributes such as product name, brand, cost, and quantity while also supporting attachments for better documentation. By following the outlined steps, users can efficiently manage their selections, ensuring accurate and organized data entry.