A default room list is set up in the rooms file. You may add and delete rooms from this default list. You may also create a unique list of rooms for specific clients. Notice the numbering system has gaps in the sequence of numbers so you may add rooms to correspond with a particular area of the residence or project.
To open the Rooms File:
Select "Files"
Select "Rooms"
The "Rooms Screen" is displayed.
Copy to Client
You may create an individual room list for each client by using the “Copy to Client” feature. Filter for a specific client or enter “DEFAULT” in the “Client Filter Field”. Enter the client ID you want to copy the rooms to in the “Copy to Client Field”. Click the “Copy to Client Button” and a message “Are you sure you want to copy the rooms?” is displayed. Select “Yes” and the room list will be copied. You may edit the room list to meet the specific needs for individual client projects.
Click the “Print Button” to print the room list.
Add Room
To add a new room entry to the list, click the “Add Button”. A new blank room record is displayed and the room information may be entered. The Sidemark will print on purchase orders to vendors.
Delete Room
To delete a room entry from the list, click the “Delete Button”. A message “Are you sure you want to delete this room?” is displayed. Select “Yes” and the room is deleted from the list.