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Add a library product to a project

Put a product from your library onto a project's FF&E schedule, in the right room, with a quantity and the date it is needed on site.

Who can do this: admins and managersUpdated

Items reach a project's schedule from your library. You choose the project and room, set how many you need and when, and Techstyles adds the item to the Procurement tab.

Before you start

  • The product is in your Library. If it isn't, add it or clip it from the supplier's website.
  • The project is Active and has at least one room. Rooms are added in the project's Settings > Rooms.

Steps

  1. Open Library.
  2. Find the product and click Add to Project on its card. You can also open the product and click Add to project at the bottom of its details.
  3. Choose the project. Use Search projects by name, location, or client... if you have many.
  4. Choose the room.
  5. Set the Quantity.
  6. Check the Installation date, the date the item is needed on site. It starts as the project's installation date.
  7. If the supplier gives your studio a trade discount, Supplier discount shows it. Leave it on, change the percentage, or switch it off for this item.
  8. Check the price at the bottom, then click Add to Project.

What happens next

  • The item appears at the top of its room on the project's Procurement tab, with approval Review and logistics Not ordered.
  • The installation date you chose becomes the item's Required by date. Add a lead time and Techstyles works out the Order by date.
  • If Client access is on for the project, the item is shared with the client straight away and they are told there is a new item to review.

Good to know

  • The product's currency stays as it is. If it differs from the project's currency, the dialog shows a converted total and the exchange rate. Nothing is converted when you save, and a purchase order for the item is raised in the product's own currency.
  • The item's name, images, specification, supplier and price come from the library. If you edit the library product, the schedule updates too, until a purchase order is raised for the item.
  • The item's price is the product's trade price, or its regular price if there is no trade price, less the supplier discount.
  • You set the discount here. It can't be changed later on the schedule, so check it before you add the item.
  • The same product can be added more than once, for example to two rooms. Techstyles doesn't warn you about duplicates.
  • Only active projects are listed. If yours is missing, check its status in the project's settings.