System Configuration > Quotations & Pricing > Heading Prompts

You can configure component catalogue headings so there are default catalogue ranges for carcases and doors. The choices you make will be available as default headings when users click New Furniture Quote.

Click Tools > Customise > Heading Prompts > My Component Configuration (button)

To add a new "own range" follow these steps:

1.Tick the Enable own component configuration to turn the option on.

2.Click Add to add a new range title to the list on the left.

3.Enter a title into the row.

4.Select a carcase manufacturer and a range from the drop down boxes.

5.Select a door manufacturer and a door range from the drop down boxes.

6.Select Additional Door Options. These vary depending on the catalogue selected.

7.Tick the Locked box next to any field to prevent the user from changing them when beginning a new quote. Otherwise the headings selected here will be suggestions that can then be edited.

8.Click Update to save and close the window.

Now when you begin a new furniture quote and pick a new component catalogue you will have the option of selecting your range title.