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Sales — MySalesHub — Use the Batch Color Change Tool

How to quickly swap an entire vendor/color group of cabinets without rebuilding the quote from scratch.

Audience

  • Sales reps who need to change cabinet colors or vendors on an existing quote.

  • Sales managers training reps on efficient product editing.

Purpose / When to use this

Use this article when a customer changes their mind about a finish or vendor and you need to swap many cabinet items at once.
It explains how to use the Batch Color Change tool in MySalesHub, how to handle items that don’t have matches, and what to watch for with discounts and the Reversion Rule.

1. What the Batch Color Change tool does

  • The Batch Color Change tool lets you swap an entire list of cabinets from one vendor/color to another in seconds.

  • You do not have to delete and re-add every cabinet manually.

  • The tool:

    • Finds 1:1 replacements for each SKU.

    • Updates costs and recalculates totals.

KEY IDEA: Use Batch Color Change whenever you are doing a broad finish/vendor swap for a group of cabinets, not one-off changes.

2. Where to find the tool (Screen 2)

  • The tool lives on Screen 2 – Product Selection in MySalesHub.

  • Look at your list of products grouped by Vendor / Color.

  • At the top-right corner of a specific Vendor/Color group header, you’ll see the Batch Color Change button.

Notes:

  • The button only appears if the group contains cabinet items (not just accessories).

  • The change you perform will affect only that vendor group, not the entire deal.

REMINDER: If you have three different cabinet vendors on the same deal, you must run Batch Color Change separately for each vendor group.

3. Step 1 — Initiate the change

  1. On Screen 2, locate the vendor/color group you want to change.

  2. Click the Batch Color Change button on that group’s header.

  3. A new interface opens asking you to select:

    • Your new Target Vendor.

    • Your new Target Color.

  4. Click Find Matches.

The system will search the catalog for item-by-item replacements.

4. Step 2 — Review and resolve matches

After clicking Find Matches:

  • A Review Modal appears showing each item in the group and its proposed replacement.

  • Each row has a checkbox that is checked by default.

How to use it:

  • To change the entire kitchen:

    • Leave all matched checkboxes checked.

  • To change only part of the kitchen (for example, two-tone where the island stays the original color):

    • Uncheck the boxes next to items you want to keep as-is.

4.1 Handling “No Match Found” items

Some items won’t have an automatic match:

  • Custom items, vendor-specific SKUs, or off-catalog pieces often show No Match Found.

You have two options:

  • Option A — Manually assign a replacement:

    • Click the No Match Found text.

    • Manually search the catalog and choose an appropriate replacement SKU.

  • Option B — Leave the item unchanged:

    • Uncheck the checkbox for that item so the tool doesn’t touch it.

WARNING: If you leave an unmatched item checked and still execute the batch change, that item will be deleted from the vendor group. Double-check your list before confirming.

5. Step 3 — Execute and verify pricing

Once your list is correct:

  1. Click Confirm or Execute Batch Change.

  2. The system:

    • Replaces the old SKUs with new ones.

    • Pulls in the correct costs for the new items.

    • Recalculates your subtotals automatically.

5.1 The discount “gotcha”

After the swap:

  • Prices update, but discounts do not automatically reapply to the new items.

  • Visually, previous discounts may still look “checked,” but they are not actually applying to the newly swapped SKUs.

To fix this:

  • Go back to the discount section (Screen 3 – Review & Apply Discounts).

  • Click the discount checkbox again to reapply the discount to the new items.

IMPORTANT: Always re-verify discounts after a Batch Color Change. Assume they need to be re-applied to the swapped items.

6. Guardrails and the Reversion Rule

Because Batch Color Change fundamentally alters SKUs and pricing, it can trigger the Reversion Rule.

Key points:

  • The tool changes SKUs and prices, so the order contents no longer match any existing signed contract.

  • If you use Batch Color Change after a contract has been signed or while in the Deposit stage:

    • The contract will be voided.

    • The deal may revert to an earlier stage (Deal Pending or Quote).

    • You will need to generate a new contract and collect a new signature.

WARNING: Avoid using Batch Color Change after payment and signature unless you are prepared to follow Sales — Exceptions — Change an Order After Payment and redo the contract.

7. Scope limitations

  • Batch Color Change only affects items in the specific vendor group where you clicked the button.

  • It does not:

    • Change items in other vendor groups.

    • Automatically adjust accessories or non-cabinet items.

If multiple vendor/color groups need to be changed:

  • Run the tool once per group.