Do you waste time re-entering orders to change colors/styles and compare prices? Great News! You don't have to anymore!
Now, you can simply change the necessary global setting(s) without starting a new quote and entering all the SKUs with the new selections: door style, wood species, color, etc. (Just remember to save each new quote for easy comparison later.)
Step-by-Step Instructions:
- Create a quote, as usual.
- Save Quote.
- Go to "Current Quote."
- Click the yellow "Change Style" button. (See image below.)
- Make necessary changes to your selections. (See image below.
- Click the "Update Globals" button.
- Save changes as a New Quote Name.
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