Drawings

Adding drawings to Sales Orders (this is additional functionality that needs to be requested)

Updated over a week ago

๐Ÿ—’๏ธ Note: Drawings needs to be enabled to add flashing and tapered flashing to Sales Orders.

Adding drawings

Select Add drawing to open the drawing screen.


Options

Set Options (these are based on Flashings in your Product Catalogue):

  • Price level

  • Material

  • Colour

  • Thickness

Enter Lengths to calculate total lineal metres.

Edit Pricing to calculate total cost to be charged.


Add flashing

Choose from Add flashing or Add tapered flashing to add a drawing.

Hold your mouse in the drawing area, when you see a green circle, hold down your left button and commence drawing by dragging your mouse.

Click your mouse to create a bend, and continue drawing if required.

To complete your drawing double click your mouse to end.


Editing a drawing

  • The green circles allow you to resize a length by clicking and dragging the circle

  • To commence redrawing double click your mouse, on a green circle at the end of a line, to commence a new line

  • When complete select Done to add the drawing to a Sales Order

Add text

  • Select to add text/notes to the drawing

Add/remove colour side arrow

  • Select to add (or remove) colour side arrow to the top right corner

Centre drawing

  • Select to centre drawing on the page

Duplicate tapered profile

  • Select Add tapered flashing, add drawing to Far side, select Duplicate tapered profile to duplicate the drawing to the Near side.

Add/remove square edge

  • Select to add (or remove) square edge symbol from the right side of the drawing


Editing a point

  • Right click a green circle at the end of a line to:

    • Delete the point

    • Add a Crush and fold (CF)

      • Alter the number after CF to specify the size

      • Right click the green circle to:

        • Delete point

        • Flip bend

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

    • Add an Open hook (OH)

      • Alter the number after OH to specify the size

      • Right click the green circle to:

        • Delete point

        • Flip bend

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

    • Add a Feather (FE)

      • Alter the number after FE to specify the size

      • Right click the green circle to:

        • Delete point

        • Flip bend

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

    • Add a Drip edge (DE)

      • Alter the number after DE to specify the size

      • Right click the green circle to:

        • Delete point

        • Flip bend

        • Delete bend (select Delete to alter/change the point).


Editing a bend

  • Click a green circle at the bend to move it

  • Right click a green circle at a bend to:

    • Delete the point

    • Hide/show the angle


Add dimensions

? is a field to add dimensions (this is a numeric field only)

?o is a field to add degrees of the angle (this is a numeric field only).


Drawings on Sales Orders

When a drawing is added to a Sales Order you can:

  • Select the Drawing to open it

  • Select the dropdown arrow to:

    • Choose between having a standard or large image

    • Duplicate the Drawing

    • Delete the Drawing


Adding Flashings to the Product Catalogue

Adding Flashings is similar to adding Products to the Product Catalogue (when Flashings is enabled).

Complete Material, Flashing Options and Fees, and Save.


Did this answer your question?