This Help Article covers:
General/Overview:
The default Brand for Quotes is set at the Customer.
Changing the Brand at Quote can be for:
All existing and/or future Kitsets
All future Kitsets only
Individual Kitsets
To change the Brand of All Existing and/or Future Kitsets
1. From the Quote's Overview Window, Press the "Default Brand*" Expand More Options Icon to display the Brand options, then Select the Brand required
💡 TIP: If you don't see the brand you want, it may not have been toggled "On" as a brand to see and select, for more information see the Help Article "Brands (Toggle "On" - Set Default - Edit)".
2. From the popup that displays, Select [CONTINUE] OR [APPLY TO EXISTING]
[CONTINUE] - Changes the Brand of the Quote so all future Kitsets added will use that changed Brand
[APPLY TO EXISTING] - Changes the Brand of the Quote so all existing and future Kitsets will use that Brand
💡 TIP: Sometimes with higher spec'ed Brands, to reduce costs you only need them in visible locations, so lower spec'ed Brands can be used in non-viewed locations, I.E. under benches or in cupboards, so change the Brand of those individual Kitsets.
To change the Brand of Individual Kitsets of a Manual Section (Quote Side)
1. From the Kitset Line, Press the "More" (3 dots) menu and Select the option "Brand" to display the Kitset's Brand Detail pop-up
2. From the Brand Detail Pop-up, Press the "Select Brand*" Expand More Options Icon to display the Brand options, Select the Brand required, then Press [CONFIRM] to save the selection
⚠️ NOTE: If the Kitset Line has a Qty of more than "1", this will change the Brand of ALL Kitsets of that line
To change the Brand of Individual Kitsets of a Plan Section (Visbuild Side)
1. Double-click on the Kitset to open the Kitset Detail Popup, then Press the "Brand*" Expand More Options Icon to display the Brand options, Select the Brand required, then Press [SAVE] to save the selection
⚠️ NOTE: This will change the Brand of that Kitset only
To change the Brand of All Kitsets of a Plan Section (Visbuild Side)
1. From a "Add new Section/Plan" OR "Edit section and plan" Popup, Press the "Brand" Expand More Options Icon to display the Brand options, Select the Brand required, then Press [DONE] to save the selection
