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Production Rates: How to Edit a Substrate
Production Rates: How to Edit a Substrate

This article will show you how to edit a substrate in the proposal builder after the proposal has been created.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over 2 months ago

1. Click on the Proposal Number (#)

Click on the Proposal (#)

2. Click on the Area You Would Like to Edit

Click on the Area you would like to edit

3. Click on the Pencil Icon Next to the Substrate You Would Like to Edit

Click on the pencil icon next to the Substrate you would like to edit

4. Highlight the Substrate You Would Like to Edit

In this example, we are starting with (Spray) 6-Panel Door - 2 Sides (Doors)

Highlight the Substrate you would like to edit

5. Make Any Necessary Changes

In this example, we are changing the Prep (hrs.) from (0) to (1).

Make any necessary changes

6. Repeat Steps 4 & 5 for Any Substrate You Wish to Edit

For this example, we are changing the Substrate from (Spray) to (Brush) 3-inch Baseboard, by clicking on the dropdown menu to choose a new substrate.

Repeat steps 4 & 5 for any Substrate you wish to edit

7. Click on the New Substrate

Click on the new Substrate

8. Review the Changes Made

Review changes

9. Click on 'Next' (Bottom Right)

Click on Next (bottom right)

10. Review Your Substrates

Review

11. Click on 'Submit'

Click on Submit

โœ… Your substrate changes have been updated! If you have any questions regarding this or need any assistance, please don't hesitate to contact our Helpdesk.


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