On a Quote/Order

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On a Quote/Order

These steps describe how to access the Cabinet Builder Pro settings whilst producing a quote or sales orders.

 

View Order Level Modifiers

 

Start your Furniture Quotation in the normal way.

Once on the Quotation Screen, you can set additional Cabinet-Builder modifiers specifically for the Quotation you’re working on

 

From the Quotation screen, click the drop-down arrow next to the Heading icon and select “Cab Builder Settings” from the sub-menu.

 

CabBuilderProHeadings1

CabBuilderProHeadings

 

This is where you can amend any Modifiers that you have set to be Order Level for this quotation/order.

You can also amend the materials that will be utilised on this quotation/order by changing the options within the tabs across the top of this window.

Click update_small Update to save your changes.

 

CabBuilderProOrders

 

Add products to the quotation in the normal way using the add Add button.

 

View Product Level Modifiers

 

Once products are on your quotation, you can double click on an item’s code to change the modifiers/materials etc for that particular unit.

The modifiers you see against the example have been set against the unit in Product Settings.

 

CabBuilderProOrders2

 

Any changes made in this screen may have a direct effect on the number/type/size of panels and accessories.

 

You can manually override the calculated Panels/Accessories/Labour & Overheads should you wish – click on the relevant tab within this screen & tick “manual”.

You can then add/delete items as listed previously, or amend the materials/sizes/edging tape for individual panels.

 

Creating Alternative Headings

 

Some quotations may require you to create an Alternative Heading – you would do this if you needed to add units onto a quotation using a different material, different edging, or maybe even a different Plinth Height.

 

To create an Alternative Heading

Click the drop-down arrow next to the Heading Icon and select “Create Heading”.

Enter a title for your alternative heading (for example, Cream Carcases) & make the relevant selections from the drop-downs.

Click OK.

 

CabBuilderProHeadings3

 

 

Add Products

Click the drop-down arrow next to Add Product and selecting “Add Using Alternative Header”.

 

AddProductAlt

AddProductAlt2

 

You can set different Cabinet Builder Headings for your alternative heading.

Go back to your Headings drop-down and select Heading [name]....

Then click Cab Builder Settings

 

CabBuilderProHeadings4