Editing Item Library Pricing in Maintenance Management

Derek Torres
Derek Torres
  • Updated

Important Note: NorthBoundary is now SalesManager. SalesManager retains all of the customer relationship management and proposal automation benefits of its predecessor, allowing you to create proposals, manage your sales funnel, win and retain top customers. To read more about this exciting change, click here.

 

Editing the filter, belt, and part libraries in SalesManager, formerly known as NorthBoundary, requires some preliminary setup of Categories and (optionally) Datasets. This walkthrough will demonstrate how to add additional Categories and Datasets, as well as how to update library data in bulk.

Step by Step Walkthrough

Finding the Filter, Belt, and Part Libraries.

  1. Click the Settings button.
  2. Within the Maintenance Mgmt or Project Mgmt section, click on the name of the desired Library you would like to open.
    Note: This may change depending on if you are looking at Maintenance Mgmt (Filters, Belts, Libraries) or Project Mgmt (parts).

Types and Datasets

Types (also known as Categories) and Datasets are used to delineate between different types of data in SalesManager. Types / Categories are used to delineate between different types of an item (for instance, different types of filters), whereas Datasets can be used to distinguish between different libraries across offices.

Note: The steps for creating new Categories and Datasets are similar to those for modifying existing ones.

Additionally, in Maintenance Mgmt, the "____ Type" column name changes depending on the library. For instance, for Parts, the column is called "Part Type," whereas in Belts, it is called "Belt Type."

Creating a new Category

  1. From the desired Library page, click on the Type Editor button.
  2. Enter a Type Description and Default Change Time.
  3. Click Save.

Creating a new Dataset

  1. From the desired Library page, click on the Dataset Editor button.
  2. Enter a name for the Dataset.
  3. Click Save.

Editing an Existing Dataset

  1. From the desired Library page, click on the Dataset Editor button.
  2. Click on the name of the existing Dataset.
  3. Modify the text.
  4. Click Save.

Searching For and Editing Items Individually

  1. On the desired Library Page, typing in the search bar allows for narrowing records down when reviewing library items.
  2. The dropdown menus allow for searching by Dataset, Category, as well as each column.
  3. Items can also be modified individually by clicking the dropdown arrow next to the item.
  4. From here, items can either be edited or deleted. When editing an item, be sure to save any new changes.

Updating Libraries

SalesManager allows for updating libraries in bulk. Please keep the following considerations in mind when updating libraries in bulk:

  • Do not include commas in records. Otherwise, the exported file may have shifted columns.
  • When uploading an updated list of items, include items that were not updated. Otherwise, any old data will be cleared out.
  1. To export a list of items, on the desired Library Page, click on the Import/Export dropdown arrow.
  2. Click on Export CSV.
  3. After updating your data, click on the Import/Export dropdown arrow again.
  4. Click on Import CSV.
  5. Select the Dataset to import to from the dropdown menu, and the file to Import.
  6. Click the Import button to load the new data.

 

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