The Setup Wizard is used to create a space that is based on the customer’s physical room. This tool automatically sets up a four-walled space. Rooms that have more than 4 walls, have angles, or are not square or rectangular can be started in the Setup wizard, but walls are manually drawn by the user.
Start by entering the desired values in the red fields based on information gathered at the consultation. Use the Tab key on the keyboard to advance from field to field. The user cannot advance unless all the required fields are filled in. Many of these fields can also be edited later if needed.
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Room Type: Space Properties from the Design Tab, or right click on space in Job Manager. |
| 1 | ROOM TYPE | Enter the type of room, such as reach in, walk in, pantry, etc. This is important as it affects certain company metrics. To update after exiting the setup wizard, go to Space Properties. |
| 2 | COLLECTION | Select the type of system being designed. For example, None Classic (Classic system, most commonly selected), Paxton, Everyday, etc. To update after exiting the setup wizard, go to Space Properties. |
| 3 | CEILING HEIGHT | Enter the overall height of the room as measured. To update after exiting the setup wizard, edit the “ceiling” field in the Plan view ribbon toolbar. |
| 4 | TOP SHELF HEIGHT | Enter the height of how tall system will be. Many locations have a standard height, such as 87”. The Actual Top Shelf Height will give exact height based on 32mm system holes and may vary slightly from what is entered. To update after exiting the setup wizard, there are several ways to edit top shelf height. |
| 5 | WALL TYPE | Select the wall type that is in the space, ie. sheetrock, block, etc. If "other" is selected, enter the name of the wall type in the red box that appears below. This will show on the Details page. To update after exiting the setup wizard, go to Wall Properties. |
| 6 | FLOOR MOLDING | Select the type of base molding from the dropdown. There are three options - To update after exiting the setup wizard, go to Wall Properties. |
| 7 | OPENING TYPE | Select the type of opening from the drop-down tab. If an opening type is selected, enter the required dimensions such as opening height, etc. You can also select None and manually place obstructions (recommended). To update after exiting the setup wizard, go to Obstruction Properties or manually add an Obstruction. |
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If the fields above are not visible or you are unable to edit them, hover over the left edge of the sidebar until a double-sided arrow appears. Click, hold, and drag the edge of the sidebar towards the right to expand. |
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If the space is square or rectangular, click Start Design to proceed to the Plan View as shown below. It will have four walls (with dimensions) as well as a single green Design Zone. Users can then make changes to the wall lengths, add additional design zones, etc. to make the space match that of the customer’s.
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