Sales & Quotations
Add a window to a quotation
What this does
Opens the window designer from an order line, so the drawing, the bill of materials and the price all come from one configuration.
Before you start
- A quotation is open with the customer selected.
Steps
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01
On the quotation, add a new order line and choose a window or door product.
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02
The designer opens with the product's default drawing.
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03
Set the frame dimensions and divide the opening into fixed and opening sashes.
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04
Choose the profile series, colour, and glass.
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05
Save — the line price, weight and drawing update from the configuration.
Common mistakes
- Editing a duplicated line in a second browser tab — always work in one tab so the order refreshes with your drawing changes.
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