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                                                                      • keyboard_arrow_right Templates

                                                                      Specifications Templates

                                                                      Click on the Specification Templates radio button to view them


                                                                      Adding Specification Templates

                                                                      Step 1:

                                                                      Click New Template then Specification Template


                                                                      Step 2: 

                                                                      In the screen shown below fill in the following information:

                                                                      Item Type - This will be the Category Types you used when you set up the Categories

                                                                      Item Category - Select the appropriate category for this template

                                                                      Fill in Type and Detail

                                                                      Important Note about Type and Detail

                                                                      There is a lot of flexibility with what you enter in the Type and Details fields. Most firms will do something like the following:

                                                                      Item Type = FF&E Item Category = Casegoods Type = Wooden Detail = Default
                                                                      Item Type = FF&E Item Category = Casegoods Type = Wooden Detail = Crafted
                                                                      Item Type = FF&E Item Category = Casegoods Type = Metal Detail = Default

                                                                      Other firms that work with hotel chains can use Type to specify the hotel and Detail the category

                                                                      Item Type = FF&E Item Category = Casegoods Type = Hampton Detail = Casegoods Wooden
                                                                      Item Type = FF&E Item Category = Casegoods Type = Hampton Detail = Casegoods Metal
                                                                      Item Type = FF&E Item Category = Lighting Type = Hampton Detail = Lighting

                                                                      Below is a screenshot of a sample specification template.


                                                                      How to Use Specification Templates

                                                                      Step 1: 

                                                                      In the Item Detail View set the Type and Category as you normally would in the Products box.


                                                                      Step 2: 

                                                                      Click on the Details tab then the Specifications sub tab.


                                                                      Step 3: 

                                                                      In the Type field to the right of the large Specifications field select the desired Type. In the example below, General was selected.


                                                                      Step 4: 

                                                                      In the Detail field below the Type field, select the desired Detail. In the example below, Wall Sconce was selected.


                                                                      Step 5: 

                                                                      Once all four selection criteria have been selected, DesignSmart will copy the corresponding Specification Template to the large Specification field as shown.

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