Easily separate and organize orders with order folders!
This allows you to separate specific products within the same order, ensuring maximum organization.
For example, if you are building a quote for an entire kitchen, you could label each folder with the corresponding space, such as Kitchen, Island, and Pantry. This would break up the orders and output page into groups but maintain a total order price and name.
Each order starts with a defaulted folder with the name Folder 1:
To edit the folder name, click on the existing name.
View the quantity of items in that specific folder.
Select the settings icon next to the folder name to dictate folder-level settings.
Click on the … across from the folder name to duplicate, rename, or delete the folder.
Toggle the 🔽 caret at the end of the row to collapse/reopen the folder.
If you need to rearrange folders, select the group of dots (drag icon) to the left of the folder name and drag to your desired order.
Folder names can also appear on output pages. This allows your customers to receive organized quotes easily broken out by folders. To view folders on output pages, navigate to ⚙️➡️ Output Pages. Select the desired output page, then check the Show folder name setting in the list of settings. Once selected, your folder names will appear before each product group name, as shown below: 