Enabling and Setting Default Packages and Add-ons
As a manager, you can control which packages and add-ons your users and collaborators are allowed to use when placing orders. You can also choose which options should be selected by default.
Setting default packages and add-ons helps speed up the post-scan process, especially if you frequently order the same options. Disabling certain packages or add-ons allows you to better control what users can select when creating an order.
How to set it up
Go to our web portal and log in to your account
In the left-hand menu, click on the Orders options tab.
The page is divided into two sections: Packages and Add-ons. For each package or add-on:
Enable it by checking the Enable box.
Select it as Default if you want it to be automatically applied to new orders.
Once saved, these settings will apply to all newly created orders.
Note about add-ons: Add-ons can only be selected by a user if they are enabled and will only show if the right package is selected (see below).
Add-ons availability per package
Add-ons availability depends on the package you choose.
Available with all packages
GLA report to produce ANSI-Z765 compliant floor plan and detailed calculation
6h turnaround to receive your floor plan in 6 hours (does not apply to 3D products)
Available with PLUS & PLUS 3D
CAD files to reuse the floor plan in 3rd party programs
Available With PLUS 3D
Complementary informations
Draft orders
Managers can now control exactly what users are allowed to modify on draft orders. Here is how:
Go to our web portal and log in to your account
In the left-hand menu, click on the Order configurations tab.
Under Draft order permission, enable or disable the following permissions individually for each draft order:
Change package type
Add and remove add-ons
Modify 2D styles
Modify 3D styles
Save it.