{"id":390,"date":"2019-03-03T12:01:39","date_gmt":"2019-03-03T12:01:39","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=390"},"modified":"2021-11-11T19:31:48","modified_gmt":"2021-11-11T19:31:48","slug":"linking-with-color-selection-masters","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/estimating\/price-books\/linking-with-color-selection-masters\/","title":{"rendered":"Linking with Color Selection Masters"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">You can link Items and Components from the Price Book with specific Headings, Subheadings, and Items in the Color Selection Masters. That way when the linked Items or Components are added to a Quote or Change Order, the specific Items and Components will automatically appear in the corresponding areas of the Job Color Selection.<\/span><\/p>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.youtube.com\/embed\/ucPn8I96JPA\" width=\"656\" height=\"369\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">Please consider the following when you link Items and Components with Headings, Subheadings, and Items in Color Selection Masters:\n\n<\/span>1. If an Item or Component is linked with a specific Heading or Subheading, such Item or Component (from Quote Changes) will appear in the Color Selection Master as an Item under the selected Subheading., such Item or Component will appear in the Color Selection as an Item under the selected Subheading.\n2. If an item or Component is linked with a specific Heading, Subheading, and Item,, such Item or Component (from Quote Changes) will appear in the Color Selection as Color\/Model\/Style of the selected Item. Its Quote Description will be used.<\/pre>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">On the list with Price Books, locate the one which Items and Components you want to link with the Color Selection Master.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Hover over the Price Book until the action icons appear.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the <\/span><b>Edit&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-188 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\" alt=\"\" width=\"15\" height=\"15\"><\/b> <span style=\"font-weight: 400;\"> icon. The Edit Price Book page opens.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-391\" src=\"\/wp-content\/uploads\/2019\/03\/pb-link-with-color-selection-master.png\" alt=\"\" width=\"1469\" height=\"624\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-color-selection-master.png 1469w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-color-selection-master-300x127.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-color-selection-master-1024x435.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-color-selection-master-768x326.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/03\/pb-link-with-color-selection-master-1200x510.png 1200w\" sizes=\"(max-width: 1469px) 100vw, 1469px\" \/><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">In the right part of the page, locate the&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-386 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/link-icon.png\" alt=\"\" width=\"11\" height=\"22\">&nbsp;<\/span><span style=\"font-weight: 400;\"> icon and click it.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Select <\/span><b>Link with Color Selection Masters<\/b><span style=\"font-weight: 400;\">.<\/span><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-3396\" src=\"\/wp-content\/uploads\/2019\/07\/link-color-selection-master.png\" alt=\"\" width=\"1761\" height=\"909\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-color-selection-master.png 1761w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-color-selection-master-300x155.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-color-selection-master-1024x529.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-color-selection-master-768x396.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-color-selection-master-1536x793.png 1536w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2019\/07\/link-color-selection-master-1200x619.png 1200w\" sizes=\"(max-width: 1761px) 100vw, 1761px\" \/><\/li>\n<li><span style=\"font-weight: 400;\">On the <\/span><b>Link with Color Selection Masters<\/b><span style=\"font-weight: 400;\"> page, you can see the three columns, as follows:<\/span><br \/>\n<table>\n<tbody>\n<tr>\n<td><b>Cost Centers<\/b><\/td>\n<td>The list of Cost Centers from the Price Book.<\/td>\n<\/tr>\n<tr>\n<td><b>Items &amp; Components<\/b><\/td>\n<td>The list of Items and Components within the selected Cost Center.<\/td>\n<\/tr>\n<tr>\n<td><b>Color Selection Masters<\/b><\/td>\n<td>The list of Color Selection Masters with headings, sub-headings, and items for linking.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/li>\n<li><span style=\"font-weight: 400;\">Select the Cost Center which contains Items and Components you want to link.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select the Item or Component which you want to link to specific parts of the Color Selection Masters.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Select the heading, sub-heading, and item in Color Selection Master which the Item or Component from the Price Book will be linked to.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">When complete, click <\/span><b>Process<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n<p><b>Note<\/b><\/p>\n<pre><span style=\"font-weight: 400;\">If needed you can show the Color Selection Masters that were marked as Deleted. To show deleted Color Selection Masters, move the Show Deleted toggle right.<\/span><\/pre>","protected":false},"excerpt":{"rendered":"<p>You can link Items and Components from the Price Book with specific Headings, Subheadings, and Items in the Color Selection Masters. That way when the linked Items or Components are added to a Quote or Change Order, the specific Items and Components will automatically appear in the corresponding areas of&#8230;<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[31,95],"ht-kb-tag":[],"class_list":["post-390","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-price-books","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/390"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=390"}],"version-history":[{"count":2,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/390\/revisions"}],"predecessor-version":[{"id":8282,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/390\/revisions\/8282"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=390"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=390"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=390"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}