Presets
Ready made setup for a trade, applied at onboarding or later, with schemas, design modules, wizards and service models.
Three tooling presets in the Presets list, each counting what it brings; PCD and diamond tooling is chosen, set up and marked On.
PCD and diamond tooling is on
In practice
Installing adds what the preset carries and asks before switching a product on; it creates no sample products.
Counted before you install
Each preset lists what it brings, by kind, and one honest line on what it does not cover.
The Saw blades preset chosen in Settings, Presets, before it is set up: its row counting what it brings, then every design module, product schema and wizard it sets up by name, and the one line on what it is not for.
Switched off until reviewed
Service rules and standard minutes arrive switched off as starting points, so nothing prices work until someone has checked them.
Three Service Centre rules at their default values, read only: Not economical, Urgent surcharge, Always confirm.
Customer fields come too
A preset adds the customer fields its trade works with, each marked with the preset that brought it.
Settings, Organisation, Customer fields: the fields the Calibration and certification preset adds to every customer record, Collection address, Collection day, Return carrier account, Certificate format, Recall interval, each marked with the preset it came from.
Questions
- A new workspace should start knowing the trade, not as a blank form.
- Yes. Removal keeps anything in use, such as a design module with a saved design or a machine module with parts or machines.
- No. It adds no sample products and no machine or design rates, and it asks before switching on any product it needs.
- The preset offers an update, and updating adds the new pieces and touches nothing you have filled in.