About Product Sourcing

Workroom supports multiple product sourcing workflows depending on how your firm manages procurement, specifications, and FF&E organization.

Products can be added manually or sourced directly from vendor websites using the Web Clipper.

Manual Product Entry

Manual entry is designed for fast product creation and operational flexibility.

This workflow is ideal when teams need to:

• quickly build schedules

• capture sourcing information rapidly

• organize products before procurement begins

• complete specifications later

• avoid losing sourcing progress during busy workflows

After creating a product, most fields can still be edited directly from the Products table.

This allows teams to continue refining procurement and specification data over time.

Using the Web Clipper

The Web Clipper allows teams to source products directly from vendor websites.

This workflow is typically faster because product information can be captured while browsing vendor catalogs online.

Installing the Web Clipper

The Web Clipper currently requires Google Chrome.

Download the Web Clipper

How the Web Clipper Works

1. Open a vendor website in Chrome

2. Click the Indema Web Clipper extension

3. Review and complete the product information

4. Click Save

The product will automatically sync into your Products module.

Best Practices

• use manual entry for rapid operational workflows

• use the Web Clipper when sourcing from vendor catalogs

• verify pricing and specifications after clipping products

• standardize naming conventions across projects

• assign rooms and categories early for cleaner schedules

Changing images

You can change images really easily using the clipper! Once the clipper clips images, you can delete the image using the trash icon on the bottom right of the image. Then, use the screenshot tool to take a screenshot of a new image in it’s place! The screenshot tool is located at the top right of the clipper:

Operational Tip

Many firms use a combination of manual entry and the Web Clipper throughout the same project depending on sourcing speed, vendor availability, and procurement complexity.