To Add a Kitset to a Plan Section

1. Select a Plan and Layer, then from the Visbuild Window’s Kitset Library Section, Press a Kitset Category to expand, then Press & Hold on a Kitset Icon to Drag & Drop onto the Plan

💡 Tip: Having Added the first Kitset Icon(s), now is a good time to Scale the Kitset Icons to suit the Plan scale, Press on the Plan to display the Icon Size slider in the Properties panel, then slide to scale to suit.

💡 TIP: If you Press on a Kitset Icon in the Kitset Library, this initiates the Stamp Tool, you can then stamp the selected Kitset multiple times on the Plan. To Cancel the Stamp feature, Press on the Tools Section’s Pointer Tool (Or Press the Keyboard's Esc key).

To Edit a Kitset of a Plan Section

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 Kitset

4. From the Kitset Detail 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, editing one of the pastings updates ALL of the pastings (I.E. not just the one you are editing).

To Add a Product Quote Line to a Plan Section (Single Product/Multi Product)

1. Select a Plan and Layer, then from Visbuild’s side Tool Bar;

Press the Quote Line Tool,
Click on the Plan to load and display the Quote Line popup

2. From the Quote Line popup, Enter a Quote Line;

Enter a Name
Enter a Description

3. From the Products Section of the Quote Line popup, to add a product:

Enter a Product Code into the "Enter Product code” field,
Press the keyboard's Enter key to display the Product OR Press the [+ADD PRODUCT] button to select the Product,
Enter a"Qty" as required

4. If needed, repeat Step 3 to enter more Products

5. When finished, Press [DONE] to save.

💡 TIP: Visbuild Quote Lines display on the Plan Section/Image as a red border text box, and on the Quote as a line less the “Code” and “Kitset Icon”.

To Edit or Delete a Product of a Quote Line

1. Press on the Product Line to be Edited or Deleted to display the Product Line Edit Popup

2. From the Product Line Edit Popup, Edit the Price* or Quantity*, OR Press [RESET UNIT PRICES] or [DELETE], then Press [DONE] of the Product Line Edit Popup