How to Add Items From Existing Projects and Internal Library

🔽 Filter Options (Dropdowns)

• Project Filter – Use this dropdown to select a specific project, or choose "All Ongoing Projects" to view items from all active projects.

• Category Filter – Narrow your results by selecting a category such as Glass, Metal, Furnishings, or Masonry.

• Search Bar – A combined search bar and dropdown that lets you search across all columns or a specific one. Choose "In any column" for a broad search, or select a specific field like product name, category, model number, description, or any custom column you’ve set up in your project.

  

• Advanced Search – Use logic-based conditions like Contains, Equals, Is Empty, etc. You can stack multiple conditions for more precise filtering.

  

• Saved Filter Presets – Save your preferred filter combinations for future use.
  When saving a filter, you’ll be prompted to enter a name, which will help you identify it later.
  To reuse a saved filter, simply open the Filter dropdown and you’ll see a list of all previously saved filters—just click the one you need.

• Include Items Without Images – Check this box to include items that don’t have associated images—helpful for importing components or technical items.

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📚 Add from the Internal Library

This view gives you access to centrally managed, standardized items maintained across your organization.

Note: Most of the filtering options here are the same as in Add from Existing Projects.
The only difference is that this view does not include a Project Filter, but instead offers a Warehouse Filter—used to narrow results based on warehouse if your team uses it.

🔽 Filter Options (Dropdowns)

• Category Filter – Just like in the other view, select a category or "All Categories" to browse everything.
• Warehouse Filter – Unique to this view. If your workspace uses warehouse segmentation, this dropdown allows you to filter by warehouse. (Not available in the "Add from Existing Projects" view.)
• Search Bar – Same functionality as above: use "In any column" to search broadly, or target a specific column such as product name, model number, or category.
• Advanced Search – Same conditional filtering tools as in the Existing Projects view.
• Saved Filter Presets – Save and reuse filter profiles, just like in the other view.
• Include Items Without Images – Also available here for showing items without image assets.

✅ Add Items to Your Project

Once you’ve filtered and found what you need:

• Use Quick View to preview item details.

• Or click directly on the item , and then click Use Selected to add the items to your current project.