How do I set up Alternates in Sage Estimating (SQL)

Adding Alternates:

1. From the Sage Estimating Ribbon, click the Advanced tab.
2. Click the Alternates button to launch the Edit Alternates window.
3. Click Add.
4. Enter a Name for your alternate.
5. Enter a Description for your alternate. This field is not required but can help identify your alternate if the name is not descriptive.
6. Statuses do not have to be assigned but if you have already defined statuses that you would like to add to an alternate, you can select a status from the Status Drop-down.
7. Units are optional as well and can be assigned by selecting a unit from the Unit Drop-down.
8. If you would like to include any notes about the Alternate, Enter them into the Notes column.
9. Click OK to complete the process and exit the Edit Alternates window.

Adding Alternates from the Item Detail window:

1. With an estimate open, Select an Item on the spreadsheet and right clcik and choose Item Detai to bring up the Item Detail window.
2. In the Alternates field, Enter the Name of your new alternate. Additionally you can select an existing alternate from the drop down.
3. Click Save to return to the estimate.

Adding Alternates directly to the Estimate Spreadsheet:

1. On an Estimate, add the Alternates column to your spreadsheet layout by Right Clicking on a column header and select Insert. Check the box for Alternate and click OK.
2. On the item you want to specify an alternate for, Enter the Name of the alternate into the row under the Alternate column. Additionally you can select an existing alternate from the drop down to assign it to the item.

Removing Alternates:

1. From the Sage Estimating Ribbon, click the Advanced tab.
2. Click the Alternates button to launch the Edit Alternates window.
3. Highlight the rows you wish to remove and then click the Remove button.
4. Click OK to commit the changes.

For additional information regarding Exporting Alternates, Importing Alternates, Statuses, Exporting Alternate Statuses, Importing Statuses, Removing Statuses and more in depth information regarding Alternates please refer to the Sage Estimating Alternates Guide.