How to Use the Batch Color Change Feature

When a customer changes their mind about a kitchen finish, you do not have to rebuild the entire quote from scratch. The Batch Color Change tool allows you to swap an entire list of cabinets from one vendor/color to another in seconds.

Step 1: Initiate the Change (Screen 2)

This tool is located on Screen 2 (Product Selection).

Look at your product list. At the top-right corner of the specific Vendor/Color group header, click the "Batch Color Change" button. (Note: This button only appears if the group contains cabinet items).
A new interface will appear. Select your new Target Vendor and/or Target Color.
Click the "Find Matches" button.

Step 2: Review & Resolve Matches

The system will search the database catalog and attempt to find a 1:1 replacement for every item on your list. A Review Modal will pop up showing the results.

Every item will have a checkbox next to it, which is checked by default.

To change the entire kitchen: Leave all matched boxes checked.
To change only part of the kitchen (Two-Tone): Uncheck the boxes next to any items you want to keep in the original color (like a kitchen island).
Handling "No Match Found" Items: Custom Items, vendor-specific SKUs and off-catalog pieces will trigger a "No Match Found" label because the system doesn't know what to swap them with.
- Option A: Click the "No Match Found" text to manually search the catalog and assign a replacement.
- Option B: Uncheck the box to leave the item exactly as it is.
- 🛑 Warning: If you leave an unmatched item checked and execute the batch change, that item will be deleted from the vendor group.

Step 3: Execute & Verify Pricing

Once your list is perfectly reviewed, click "Confirm" (or "Execute Batch Change"). The system will instantly replace the old SKUs with the new SKUs, automatically bringing in the correct costs and recalculating your subtotals.

🚨 CRITICAL: The Discount Gotcha While the new prices calculate automatically, your discounts do not. Any discounts you previously applied will still show visually, but they are not actually applying to the new items. You must click the discount checkbox again to apply the discount to the newly swapped items.

⚠️ Important Guardrails

The Scope Limitation: The Batch Color Change button only changes the items in the specific Vendor group where you clicked it. If you have three different cabinet vendors on one deal, you must perform this action three separate times.
The Reversion Rule: Because this tool changes SKUs and pricing, it fundamentally alters your cart. If you do this after a contract has been signed or while in the Deposit stage, your contract will void and your deal will revert. You will need to generate a new contract/invoice and secure a new signature.