- Academy
- Line Items & Assemblies in Bolster
- Line Item & Assembly Categories
-
Getting Started
-
Bolster Basics
-
Bolster Dashboard
-
Bolster Proposals
-
Bolster CRM
-
Line Items & Assemblies in Bolster
-
Bolster Presentations
-
Company Preferences & Settings in Bolster
-
CostCertified Fundamental Skills (old platform)
-
CostCertified Knowledgebase (old platform)
- PDF / document template editing
- Item editing, importing and exporting
- Creating and updating sales tax / VAT
- Troubleshooting
- Assembly building strategies
- Proposal/quote presentations
- Project details and settings
- User, groups and permission management
- Client management
- Accessibility
- Leads and lead forms
- Vendor payments
- Accepting invoice payments through CostCertified
- Updates
- Webhooks
- Exporting for Sage Accounting Software
- Client Chat
- AutoCost
How to Change the Category on an Assembly
Categories are essential for organizing items and assemblies, making them easy to locate when preparing proposals.
Steps to Change the Category
1. Access the Assembly:
- Navigate to the assembly you wish to modify. Click on the Box icon to open the item detail window. For example, if you are working with a bathroom assembly, ensure it is open and visible on your screen.
2. Locate the Category section:
- Find the category section in the popup window. This is typically the second line in the interface.
3. Select an Existing Category:
- Click on the Choose button to view a list of existing categories. Choose the category that best suits your assembly from the list.
4. Create a New Category (if needed):
- If the desired category does not exist, you can create a new one. Click on the grey "New" box located directly under the category label. Enter the name of the new category and save it.