Set an order's presets

Presets are the choices that apply to the whole order, such as cabinet depth or material. Each new line item starts from these values. The presets you see depend on the catalog the order uses.

You have to set the presets before you can add line items.

1. Open the order and select the Presets tab.

2. Choose a value for every preset.

   For number fields, type a value within the range shown under the field, then press Tab.

3. Watch for new presets. Choosing a value in a list can bring up more presets that depend on it, and those need values too.

4. Select Save.

Video using an example catalog; your presets will differ. Most presets are already filled in. It chooses a Face Style, which brings up Face Material, fills that in too, and selects Save.

The presets won’t save until every one has a value, including any that appeared because of an earlier choice.

Change presets later

You can change presets any time while the order is a Quote. Changing one value can bring up new presets or remove others, so check the whole tab before you save.

If the order already has line items, the button is Save & Apply. It applies the order’s preset values to every existing line item.

Caution

Save & Apply reapplies all the preset values, not just the one you changed. If you changed a preset-controlled option on an individual line item in the configurator, that change is replaced with the preset value. Options that aren’t presets are left as they are.

To decide whether a change belongs in the presets or on a line item, see Presets and options.

If the order has a saved design on its Design tab, you confirm new presets in the Room Planner instead. See Change presets on an order with a design.

After the order is submitted, the presets are read-only.