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Change presets on an order with a design

Once a design has saved cabinets in it, on a quote’s Design tab or on the Designs page, changing the presets changes every one of those cabinets. The Room Planner shows you the result first, and you confirm or cancel it there.

  • Save or discard any unsaved Room Planner changes. Otherwise saving the presets shows “Save your Room Planner design before updating Presets.”
  • New preset values replace those options on every cabinet in the design, including cabinets where you chose a different value on purpose. Other options aren’t changed.
  • During the preview, look but don’t change anything in the design. If you move or change a cabinet, Cancel may undo that change instead of the new presets, and leave the new presets applied. If that happens, select Discard to go back to your last save.
  1. On a quote, select the Presets tab. On the Designs page, open the design and scroll to Presets.

  2. Change the values.

  3. Select Save & Apply.

    On a quote, the page switches to the Design tab. The planner shows Previewing preset changes, with the new values applied to the cabinets.

  4. Look over the result: switch between 3D, Top, and the wall views, but don’t move or change any cabinets.

  5. Select Confirm to keep the changes, or Cancel to go back to the old presets.

Confirm saves the presets and the design together, and on an order it updates the line items. On a quote, the preview ends, and the Unsaved badges on the Presets and Design tabs go away.

Video using an example catalog; your presets will differ. It starts on a quote's Design tab in the Wall A view, changes Face Style from Shaker to Slab on the Presets tab, chooses the Face Material that brings up, and selects Save & Apply. The preview shows the cabinets with flat doors and drawer fronts; Confirm saves them, and the subtotal updates.