Review CAT/SEL
We suggest that Inventory items added under a Contents coverage have a category and selector assigned before you complete the estimate. On the Contents Cat/Sel Review page you can view all MISC contents items and specify the exact category and selector codes for each item.
XactContents automatically suggests a category and selector based on the item description and the descriptions of possible general quote items.
Approve category and selector
- In the XactContents tab, click Cat/Sel Review.
- Click Approve next to the item.
To approve the suggested category and selector for all items follow the steps below:
- Click Auto-Suggest.
- Click Approve All Auto-Suggested Items.
To approve multiple but not all items follow the steps below:
- Select the items to approve. Hold down Shift to select consecutive items. Hold down CTRL to select non-consecutive items.
- Click Auto-Suggest.
- Click Approve All Selected.
Change category and selector
- Click the Approve arrow.
- Click the correct general quote item.
You can also click in the Category or Selector fields and manually enter the correct category and/or selector.
When you exit the Cat/Sel Review page, all approved items are updated with the approved category, selector, and corresponding life expectancy and removed from the list. You can also remove them by clicking Auto-Suggest and then Update List. If you do not add correct selector codes for all contents items, you can view the Contents Cat/Sel Review page again at any point during the estimating process.
