Creating Assemblies
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      2. Line Items & Assemblies in Bolster
      3. Creating Assemblies

      Editing a Global Assembly/Template in a Proposal

      This article provides a step-by-step guide on how to edit a global assembly/template within a proposal using Bolster. This process allows you to customize sub-assemblies, modify item descriptions and adjust pricing.

      Accessing the Proposal

      1. Open the Proposal: Begin by opening the proposal you wish to edit. For example, a two-piece bathroom proposal.
      2. Expand the Assembly: Click on the blue plus icon to expand the global assembly/template. This will reveal the sub-assemblies contained within.

      Editing Sub-Assemblies

      1. Select a Sub-Assembly: Click the blue plus icon next to the desired sub-assembly to view its contents.
      2. Modify Items: Within the sub-assembly, you can:
        • Add Pictures: Click or drag and drop images to enhance item descriptions.
        • Change Descriptions: Edit text directly to update item details.

      Adjusting Pricing

      1. Materials Cost: Directly modify the materials cost per unit within the sub-assembly.
      2. Post-Markup Pricing: Adjust pricing after markup and profit by editing the relevant column.

      Managing Upgrades

      1. Open Upgrades: Access items with built-in upgrades by clicking the measurement icon.
      2. Edit Pricing: Navigate to the sales section to manage and adjust base item pricing or upgrade pricing.

      Conclusion

      By following these steps, you can effectively edit a global assembly/template in your proposal, ensuring all elements are tailored to your project's needs. For further assistance, please refer to additional resources or contact support.