Overview

The 'Product' panel displays manufacturer product information for products which are compatible with the article, clause or section currently checked out (selected) in the specification editor.


Manufacturer product data (manufacturer product details) can be added to the specification directly in the 'Products' panel.


Adding manufacturer products

The manufacturer product data templates (manufacturer product details) can be added from the 'Products' panel from two locations.


1) When viewing the list of product results in the panel, a blue circular Plus button is displayed on the left-hand side of each product entry.



2) When viewing the product details for a product in the panel, a blue rectangular Add to spec button is displayed at the top of the product details to the left-hand side of the product reference and manufacturer name.



If the selected product has multiple variants, you will additionally be prompted to choose the required variant when adding the product. 

Screen images showing products with multiple variants.


Screen image showing an example of the variant selection dialog.


Related articles:


Where is the manufacturer product data template added?


Uniclass Content Sets

If the manufacturer product data template is being added into a Uniclass clause, the manufacturer product data template is added into the clause currently checked out (selected) in the editor.

 

The clause code, prefix, title & suffix will remain unchanged.

 

CAWS Content Set

If the manufacturer's product data template is inserted into a CAWS clause, a duplicate of the currently checked-out clause in the editor is created, and the template is added to this duplicate.

 

When the duplicate of the clause is created is has the same code and prefix as the currently checked out clause, however the title of the duplicate clause will be based on the classification data for the product in Source. It is additionally either given a new automatically generated suffix, e.g. Type A, or if a suffix already existed for the checked out clause it is either incremented or appended, e.g. appended with (A). The clause will be placed beneath the currently checked-out clause (and any existing duplicates).

 

SpecPack, SpeedSpec, SureSpec and USMS Content Sets

If the manufacturer product data template is being added into a SpecPack, SpeedSpec or SureSpec clause, a duplicate of the clause currently checked out (selected) in the editor is created, and the manufacturer product data template is added into the duplicate clause.

 

When the duplicate of the clause is created it will be placed directly beneath the currently checked out clause and is given the next incremental code (the clauses beneath this are renumbered accordingly). It will have the same prefix and suffix as the currently checked out clause, the title of the duplicate clause will be based on the classification data for the product in Source.

 

CMS Content Set

If the manufacturer product data template is being added into a CMS specification, a new section will be added into the specification containing the manufacturer data. The section code and title of this new section will be based on the classification data for the product in Source.


Reviewing and completing the added manufacturer product data template- Uniclass, CAWS, SpecPack, SpeedSpec or SureSpec specifications only


Once the template has been added you will notice the Manufacturer row contains the manufacturer name, this is also a permalink to the manufacturers page in Source. Several contact details rows will also be added, showing, for example, telephone and email contact details. You will also notice the Product Reference row contains the product reference/ name, this is also a permalink to the product page in Source.


You may additionally notice one or more rows which have also been added as part of the manufacturer product data template. Some may remain empty, whilst others are pre-populated with values. The empty rows generally correspond to instances where there are multiple options which can be selected using the drop-down control located at the right-hand side of the row entry field. The pre-populated rows generally correspond either to a technical characteristic of the product or where there is only a single option.


To complete the specification for this product, please follow the following steps:


  1. Firstly, check the 'Product reference' row. Make sure your desired product appears.

  2. Next you should review each of the additionally added rows in turn.

    For rows with pre-populated values, review the text entered in the row, generally this will relate to a technical characteristic of the product or where there is only a single value or option. Occasionally, the pre-populated text may indicate a range of values for the row, in which case, edit the text to specify the required value in conjunction with the product listing in Source or the product details in the 'Products' panel. If in any doubt, please contact the manufacturer for assistance specifying their product.

    For empty rows, select the appropriate option from the drop-down list, you should do this in conjunction with the product listing in Source or the product details in the 'Products' panel. In particular, you should be reviewing whether the listing/details indicate restrictions, e.g., ‘40mm Except Bluestone’, ‘60mm Bluestone only’, or ‘Not all colours are available with all sizes, consult manufacturer for details’. If in any doubt, please contact the manufacturer for assistance with specifying their product.


Related aricles:

Once the template has been added, the newly added section can be selected from the contents list.

 

To complete the specification for this product, carefully review the section and the articles it contains. Depending on the product being added there may be additional details which require inserting or options to be selected/ deleted. If in any doubt, please contact the manufacturer for assistance with specifying their product.