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Adding Drawings/Flashings to a Quote or Order

Create flashing drawings on sales orders, with precise point-by-point editing and pricing pulled from the Product Catalogue.

Overview

The Drawings feature lets fabricators sketch custom flashings directly on a sales order, with each drawing tied to a flashing product in the Product Catalogue for pricing. Lengths, bends, and detail callouts (such as crush and fold, open hook, feather, and drip edge) can be added and edited point-by-point.

📝 Notes

  • Drawings is additional functionality that must be requested. Contact support@factory.app or send a message via the in-app Messenger to enable it on the account.

  • The Drawings feature must be enabled before flashings or tapered flashings can be added to sales orders.

Add a flashing drawing to a sales order

  1. On the sales order, select Add drawing to open the drawing screen.

  2. Set the drawing options (based on the Flashings configured in the Product Catalogue):

    • Price level

    • Material

    • Colour

    • Thickness

  3. Enter lengths to calculate total lineal metres.

  4. Edit the pricing to calculate the total cost to be charged.

Draw a flashing

Choose Add flashing or Add tapered flashing to start a new drawing.

  1. Hover the cursor over the drawing area until a green circle appears.

  2. Hold the left mouse button and drag to draw the first line.

  3. Click to create a bend, then continue drawing.

  4. Double-click to end the drawing.

Edit a drawing

  • Green circles mark the ends of lines and can be clicked and dragged to resize.

  • To start a new line from the end of an existing one, double-click the green circle at the end of a line.

  • When the drawing is complete, select Done to add it to the sales order.

Drawing tools

The following tools are available while a drawing is open:

  • Add text: Add text or notes to the drawing.

  • Add / remove colour side arrow: Add or remove the colour side arrow in the top-right corner.

  • Centre drawing: Centre the drawing on the page.

  • Duplicate tapered profile: After adding a tapered flashing drawing to the Far side, select Duplicate tapered profile to copy the same drawing to the Near side.

  • Add / remove square edge: Add or remove the square edge symbol from the right side of the drawing.

Edit a point

Right-click a green circle at the end of a line to access the following options:

  • Delete the point

  • Add a Crush and fold (CF)

  • Add an Open hook (OH)

  • Add a Feather (FE)

  • Add a Drip edge (DE)

For each detail callout (CF, OH, FE, DE):

  • Alter the number after the callout abbreviation to specify the size.

  • Right-click the green circle to access these options:

    • Delete point

    • Flip bend

    • Delete bend (select Delete to alter or change the point)

Edit a bend

  • Click a green circle at the bend to move it.

  • Right-click a green circle at a bend to access:

    • Delete the point

    • Hide / show the angle

Add dimensions

  • ? is a field for adding dimensions (numeric values only).

  • ?° is a field for adding the angle in degrees (numeric values only).

Manage drawings on a sales order

Once a drawing is added to a sales order, the following actions are available:

  • Select the drawing to open it for editing.

  • Select the dropdown arrow next to the drawing to:

    • Choose between standard or large image size.

    • Duplicate the drawing.

    • Delete the drawing.

For setting up flashings in the Product Catalogue, see Product Catalogue: Drawings/Flashings.

Related Articles
Creating and Editing Sales Orders
Creating and Editing a Purchase Order or Bill
Order Importer
Creating and Editing a Quote
Drawings/Flashings (Product Catalogue)
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