This Help Article covers;
Kitsets Edited on a Manual Section become Quote Lines and can be Saved either as a;
Quote Line - When [DONE] is selected, are saved "this Quote only", OR
Kitset - When [CONVERT TO KITSET] selected are saved back to the Kitset Library for future use as a Kitset (further editing will be required)
To Edit a Kitset on a Manual Section (Quote Side)
Editing a Kitset on the Quote clones the Kitset, converting it to a Quote Line (Multiple Products).
1. Press the Kitset Line’s “More” (3 dots) menu, then select “View/Edit Kitset” to clone the Kitset and launch a “Quote Line” popup
2. From the Kitset popup, Press [EDIT QUOTE LINE]
3. You will be asked “Do you want to proceed”, Press [YES] to display the editable Quote Line popup
4. From the “Quote Line” popup, Edit as needed
5. When finished, Press [DONE]
💡 TIP: The Quote Line will display with a blue bar to identify that it was a Kitset that has been edited. The original Kitset Line will display ready “to be deleted” and will be deleted on the next [Save] OR can be reverted and used or edited again.
To Edit a Kitset on a Plan Section (Visbuild Side)
A Kitset of a Plan Section is not editable from the "Quote Side" and needs to be edited from Katipolt's inbuilt drawing software "Visbuild" (the Master of Record), which then synchronizes with the Quote to update the Quote.
Editing a Kitset on the Plan converts it to a Quote Line
1. Double Press on the Kitset Icon to launch and display the Kitset Detail Popup
2. From the Kitset Detail Popup, Press [EDIT FOR QUOTE]
3. You will be asked “Do you want to proceed”, Press [EDIT FOR QUOTE] to display an editable Quote Line Popup
4. From the Quote Line Popup, Edit as needed
5. When finished, Press [SAVE]
💡 TIP: On the Plan, if "Show additional element info" is selected, the Kitset Icon will display the "edited pencil", and on the Quote, the Quote Line will display with a blue bar to identify that it was a Kitset that has been edited.
⚠️ NOTE: If a Kitset is edited for Quote, and is Copy & Pasted on the plan, the pastings will increase the Qty for the Quote Line on the Quote side, editing one of the pastings updates ALL of the pastings (I.E. not just the one you are editing).