====== Item List ======

==== Insert article: ====

  - Click the //catalog//  button to insert items. Alternatively, click on the right mouse button in the article list area to open the context menu and click //New > Open Catalog//.
  - You will see an overview of all your manufacturers. Select a manufacturer with a click, then the desired catalog and finally the item you want to insert into your article list.
  - Insert the article into your article list with a click.

Note: Searching for items is possible once you have selected a manufacturer. Use operators for effective searches.

|**Operator**   |**Function**   |**Example**   |
|**+ AND Link**   |All search words must appear in the result  |Table+Attachment: Entries that contain both "Table" and "Attachment"  |
|**<nowiki>|</nowiki> Disjunction**   |One of the search words appears in the result  |Table<nowiki>|</nowiki>Counter: Entries that contain "table" or "counter"  |
|**-**   |The following search term must not be included  |Table Meeting: Entries that contain "Table" but do not contain meeting tables  |
|**"**   |Exact search  |"Meeting table round": Entries that contain exactly this phrase  |
|**<nowiki>*</nowiki>**   |Follows a search term, mark it as a prefix  |Meeting*: All entries with the prefix "Meeting" are found (meeting table, meeting chair…)  |
|**()**   |Specifies the order of the operators  |Chair + (Office <nowiki>|</nowiki> Lounge): Search result contains the word "chair" and additionally either "office" or "lounge"  |

Items from your <custom catalog> are inserted into your project as manual items.

==== Structuring the article list: ====

You can structure your article list with the help of the various items.

|**Article**   |Position with manufacturer and article data as well as graphical representation.  |
|**Folder**   |Other items can be grouped together under a folder, for example by rooms, workstations, seating groups…  |
|**Manual item**   |Articles without manufacturer and article data. These are supplemented by the user.  |
|**Set items**   |Combine multiple items into one item line. It then provides information about the manufacturer, series, item description, quantity, and text for this new item. The prices of the set item are automatically calculated according to the items contained (including quantities and discounts).  |
|**The subitems can be hidden in the form.**   |The subitems can be hidden in the form.  |
|**Text**   |Structuring the list with additional information and instructions on the offer.  |

In the article list on the left side of your offer, both multiselection (CTRL + click on positions) and drag & drop are possible.

  * Multiselection: CTRL + click on desired positions
  * Drag & Drop: Click and hold the desired position(s); move the mouse to a new location in the list

The blue markings in the article list provide guidance for drag & drop.

  * Blue line below: Article is inserted below the position
  * Blue line above: Article is inserted above the position
  * Blue brackets: Article is inserted as a subheading

==== Configure/edit items: ====

^**What?**   ^**Where?**   ^**How?**   |
|Open position  |Double-click on Position in article list.  |Instead of an article list, a single item is displayed. Depending on the <type of position> with preview image, product information, characteristics…  |
|Edit article  |Select Position and Area Properties at the bottom of the OSC Pro.  |Item characteristics of configurable items are organized by category and are changed as you select them. \\ For manual items, set items, and folders, enter a description in this view.  |
|Camera view (article)  |The 3D view is displayed in the middle after opening the article. \\  \\ Other options: Points menu at the top right of the view.  |Zoom or rotate to change view. \\ Points menu: \\ - Show dimension \\ - Toggle view (standard 2D views/orthographic/perspective) \\ - Apply the camera view to the article list \\ - Edit item list image (copy for external editing or upload from local directory)  |
|Image (Set Items, Manual Items, Folders, Text, PRO and Integration Edition)  |Placeholder for preview image is displayed in the middle after opening the position.  |Click to upload image from local directory.  |
|Offer texts  |Select Position and Area Properties at the bottom of the OSC Pro. Then switch to the Texts tab on the right-hand side of the article view.  |On the right-hand side of the article view, enter or edit customer short text, customer long text, customer variant text, additional text, etc. \\  \\ You can use the [{{:something_text_button.png?nolink&19x20}}] button to transfer the offer texts from the manufacturer's texts. \\  \\ Offer texts are automatically saved. They are taken into account for the PDF export. \\  \\ For each text, you can click on [Icon] to see whether it is transmitted in the offer or the order.  |

Using the buttons above the article list, the following processing steps for selected items are possible:

  * Delete
  * Cut
  * Copy
  * Paste from clipboard
  * In the points menu:
      * Rename
      * Marking a position as alternative
      * Convert to manual article - article number automatically receives a prefix in default case "Special"
      * Convert to Set Items
      * Break up set items
      * Update
      * Summarizing the article
      * Move: Move submenu up, move down, indent or move out (alternatively: CTRL + arrow keys)

==== Edit positions via context menu ====

You can also access the functions listed above from the context menu: in the outline area, right-click to open the context menu. In addition, the following options are available in the context menu:

  * Collapse all: Hide subitems
  * Expand all: Show sub-items

==== OSC Pro : Edit manual articles ====

You can insert manual items into your project via Item List > Manual Item. Items from your custom catalog (OSC Pro PRO) are also inserted as manual items.

You assign an article image, manufacturer and series ID, article number and article texts to manual articles. If required, you can specify the purchase price and sales price for manual items in different currencies.

==== Save article list ====

At check-out, you have the option of sending or saving your item list as an order

==== Update article: ====

You can tell whether your articles contain up-to-date data by the symbol to the left of the article in the article list:

^Icon  ^Designation  ^Background  |
|   |Current  |The article and its configuration are supported. Prices and texts are up-to-date.  |
|   |Updatable  |Article and configuration are supported by the current data. Prices and texts have not yet been updated.  |
|   |Migrable  |The article is included in the current product data. However, its configuration is not supported.  |
|   |Unknown  |It has not yet been checked whether the article is supported by the manufacturer's current product data.  |
|   |Invalid  |The article no longer exists in the current data.  |

You can update several articles together using the Update button:

  - Multi-select several items from your list.
  - Click the Update item button in the dot menu above the item list.

==== Why update? ====

The update of articles is used to compare the article data. For example, if you want to make changes to an old project and check beforehand whether the items included are still available, use **Update Article**.

Also, if you want to re-offer a previously created project with current prices and configuration options, **Update Article**  will quickly bring you up to date.

As soon as you change an item characteristic, the data for the item is automatically updated.

Any changes that have been made for an article under **item calculation**  or in the article texts will not be overwritten by the update.

==== View and change the price date for items ====

As soon as you have selected an item, you will see its price date in the product information on the right side of the OSC Pro.

You change the price date as follows:

  - Right-click on one or more selected articles in the article list on the left.
  - The context menu opens. From there, click Update Article.
  - The Update Article dialog opens. Here you have the following options:
      * Saved date: The price date saved on the item will be applied to the update.
      * Today's Date: Update uses today's date as the price date.
      * Date: Enter a date.
  - If you choose today's date or a free date, specify in the dialog whether you want to update the default price date of the offer.
  - Click OK. The item will be updated with the set price date.

|

==== Item selector: ====

At the bottom left of the OSC Pro you will find the article selector [Icon]. Here you can set several filters to find items in your current item list:

^Filter line  ^Content  |
|Folder  |Select a folder in which the items you are looking for must be located.  |
|Manufacturer  |Select a manufacturer used in the parts list.  |
|Series  |Select one of the series you are using. Is pre-filtered when a manufacturer is selected.  |
|Article  |Filter by item number or part of the item number. Use the three dots at the right end of the line to select which variant of the article number you want to search: \\ - Partial article number \\ - Regular expression  |
|Article text  |Search for components of the article text. Use the three dots at the right end of the line to select all the texts you want to search: \\ - Short \\ - Long \\ - Variant text  |

After you have made your entries in the filter rows, use one of the three buttons at the bottom of the dialog to:

  * Select items in the item list
  * Add items to the existing selection
  * Remove items from the existing selection

==== Product ====

On the right edge of the OSC Pro, you will see the product information window. Here you will find sales information for the selected article: All data stored by the manufacturer, such as article text, variant text, stored offer texts, product brochures and assembly instructions. Pictures of the product or contact information and much more data are available there.

The information can be copied or stored locally.

You can use images from the product information in the item list: Drag and drop it from the product information to the image in the image column of the item list that you want to replace.

To show or hide the Product Information window, please use the button at the top right of the OSC Pro [Icon].