Frequently Asked Question

Selection Lists are a great way of being able to copy and paste lists within TBS.

To create a list of items on a job for example, simply go to the job and click the Bookings Items Tab. Filter the list as necessary to ensure the items you want to appear in the Selection List are showing.

Click the Special Menu to the right and select Create Selection List.  This opens another Tab prompting you to enter a Search Text for your Selection List. This defaults to the Job Number plus a revision number to help you but you are free to change it to anything more meaningful if you wish.

Click the Save and Close button.  A new tab appears showing the contents of the Selection List that you have just created.

Now go to another part of the TBS system, for example you may want to create a new Job based on this newly created Selection List. In this case you would create a new job in the normal manner, and when done, click the Bookings Items tab again.

Click the Special Menu to the right and this time select Add Items from a Saved Selection List.  This produces a list of Saved Selection Lists, from which you can select the one you have just created.

Once you have located your selection list, highlight it by clicking on it and then click the OK button.

The items are now added to your new job and you are prompted as to whether you would like to delete the Selection List.  If you are done with it, you can safely go ahead and delete it. Alternatively if you want to use it again in the future, Click No.  This will allow you to go and use the same Selection List time and again without having to recreate it first.

Selection Lists are particularly useful when creating Carnets.  However in the case of Carnets it is important to note the following distinction.

You can create a Selection List from the Bookings Items as we did above (which does not include serial numbers) - or you can create one from the Item Allocations level of a job - and this one *does* include serial numbers and these will be included in your new Selection List list which then carries over the serial number (and sub hire info) to the Carnet.

Selection Lists are available throughout the TBS application wherever they are appropriate. Just remember to look for them in the Special Menu.