Presets and options

Every product in an order has options: its width, its door style, its materials, and so on. Some of those options are also presets: choices made once for the whole order. Knowing which is which explains why a change sometimes sticks and sometimes gets replaced.

Presets are the order’s shared choices

Your catalog decides which options are presets. They’re usually the choices that should match across a whole job, such as cabinet depth or the material the cabinets are built from.

You set the presets before adding any line items, and every new line item starts with those values. Some presets only appear once you’ve chosen another: picking a style might bring up the finishes that go with it.

Options that aren’t presets, often things like a cabinet’s width or its number of shelves, belong to each line item alone. The presets never touch them.

A line item can differ from the presets

You can change a preset-controlled option on one line item, for example to make a single cabinet shallower than the rest. The line item keeps your change, and its row shows a warning icon: Line item configuration differs from order preset values.

The icon isn’t an error. It marks the line item as an exception to the order’s presets, so you can spot the exceptions later.

Saving presets replaces the exceptions

When you change the presets on an order that has line items, you save them with Save & Apply. That sets every preset value on every line item, not only the preset you changed. Any exception you made to a preset-controlled option is replaced with the preset value, and the warning icons go away. Options that aren’t presets stay as they were.

For example, an order’s Cabinet Depth preset is 24 inches, and one cabinet has been changed to 18 inches. Changing the order’s material and selecting Save & Apply also puts that cabinet back to 24 inches, because every preset is reapplied, not just the material. Its width, which isn’t a preset, stays as it was.

So an exception lasts only until the next preset change. If an order has exceptions you want to keep, note their values before changing the presets, so you can set them again afterwards.

Where a change belongs

A choice that should hold across the whole job belongs in the presets: every line item follows it, and a later change updates them all at once. An exception belongs on the line item, with the understanding that the next preset change replaces it. An option that isn’t a preset only ever lives on the line item, and presets never touch it.

Orders with a design

Cabinets placed in the Room Planner follow the same rules: each one is a line item, it starts from the presets, and saving new presets replaces the preset-controlled options on every one.

The difference is that you see the result before it’s saved. A preset change can make cabinets deeper, shallower, or a different material, so the planner shows a preview on the Design tab, and you confirm or cancel it there. Confirming saves the presets and the design together. See Change presets on an order with a design.

Designs on the Designs page work the same way: their presets apply to every cabinet, and carry over to the quote you create from the design.

After submission

Submission locks the presets and the products’ configuration. Whether a change then means returning the order to Quote or starting a new quote depends on the order’s status and where it came from. See Change an order after submission.