You can create a group of fittings. This is a time-saving device. It means that you can apply a single fitting group to an estimate rather than many individual fittings. For example, you may have a group called Column Fittings that contains 1xBP30 fitting and 1xCAP15 fitting. A fitting group can also contain other fitting groups.
Use the following instructions to create a fitting group:
1. Go to Enquiries & Estimating
> Fitting Group.
A list of fitting groups is displayed.
2. Click New.
The Fitting Group Details form is displayed.
3. Enter a suitable name and description for your group and select a facility from the drop-down list.
4. Populate the columns in the grid:
Column |
Description |
Fitting Item Type |
Select an option from the drop-down list to specify whether you are adding an individual fitting or a fitting group. |
Line Item |
Select a fitting or fitting group from the drop-down list. |
Quantity |
Specify the quantity of the fitting (or fitting group) to add to the fitting group. |
Description |
Auto-populated from the fitting or fitting group that you selected. |
5. Click Save.