In the Replace tab, you can replace a selected item with another one. This is a helpful option if your client is wanting to replace a higher quality item with a lower one (or vice versa), or in cases where a proposal is several months old and an item has been discontinued.

Replace TabReplace Tab

Add a Replacement Item

Replace an Item with Another ItemReplace an Item with Another Item
To replace an item on the proposal:
  1. Select the item
  2. In the Replace tab, choose a replacement item by:
    1. Using the Manufacturer, Category, and Type filters, OR
    2. Using the Wild Card search, OR
    3. Selecting an item from the Product dropdown list
  3. There are several choices for replacing the item:
    1. Replace Only This Product button: Will replace just the current item with the new product
    2. Replace This Product & All Accessories button: Will replace the current product and its accessories with the new product (and its accessories)
    3. Replace All Products in this Design button: Will replace all instances of the selected product throughout the whole design with the new product selected
    4. Replace All Products & All Accessories button: Will replace all instances of the selected product in the design (and any associated accessories) with the new product (and its accessories). [Note this can take some time to process]

Open Item Master

Open the Master for the selected item by clicking the Open Master button.

For additional information, watch the Designer—Product Details—Replace Tab video:

Last modified: 2 Jan 2019

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