Assigning custom secondary processes to parts

How to assign your custom secondary processes to parts

In ToolBox it is a simple process to assign secondary processes you have as samples or ones you have created yourself to your parts within a quote.

In the part, select the orange + in the secondary processes section

Processes section in parts screen

The secondary pop-up will appear, either select the relevant process or enter a quantity for the process, depending on how these have been created in your system. Don't forget to click the 'Save' button.

Secondary processes selected for a part

When calculated, ToolBox will use the rules set for each secondary process to calculate a price for the parts to be completed with the relevant operations.

You may also apply the same operation across multiple parts in a quote at the same time by using the checkboxes on the parts to select multiple parts before applying the secondary process.

Applying secondary processes across multiple parts

The part with secondary processes selected