PRODUCT CATALOGUE – Edit a Product Catalogue Job

PRODUCT CATALOGUE – Edit a Product Catalogue Job

The options for editing a product catalogue ‘Job’ are limited as they are based on our ‘kit’ workflow.

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You have the options:

Change Path

This lets you change the production path to any other path contained in the original quote:


Edit From Quote

This lets you create a new version of the quote and link the existing job to the versioned quote:


As an example, in this job we quoted:
Version A x6000
Version B x7000


We want to do an edit and change to:
Version A x5000
Version B x3000
Version C x2000


Version Quote

In ‘Edit Job’ click ‘Create New Version’:

Leave everything check as is and click ‘Version’:


The original quote is duplicate with the same quote number with a ‘v2’ appended to it:


Edit Kit

Click the ‘pencil’ icon and select ‘Edit kit’:


From here you can use the quantity field to alter existing quantities, zero out quantity on an existing item to remove it or enter quantity into an additional item to add it to the quote:




Update the quantities as required and ‘Update’:


The versioned quote will update and reprice with the new items and quantities:


At the bottom of the quote screen, click ‘Complete Order’:


This will take you back to the jobs ‘Edit Job’ screen. You will see the new versioned quote available:


Select the ‘circle’ to link the new quote and update the job:


You can select to apply additional charge or not. Click ‘Confirm’ to continue:


Once the job is linked to the new quote, the ‘circle’ will display in green:


Go back into the ‘Job Details’:


The job is now update with the new specs:



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