Setup Wizard

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.

Click to see where you can edit the fields below after exiting the Setup Wizard.

Room Type: Space Properties from the Design Tab, or right click on space in Job Manager.
Collection: Space Properties from the Design Tab, or right click on space in Job Manager.
Ceiling Height: Plan view Ribbon Toolbar under “Room”.
Base Molding: In Wall Properties. Can apply to one wall or all.
Top Shelf Height: Multiple Ways to change, either by Design Zone or Component.
Wall Type: Plan view Ribbon Toolbar under “Room”.

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.
2	COLLECTION	Select the type of system being designed. For example, None (Classic system, most commonly selected), Paxton, Everyday, etc.
3	CEILING HEIGHT	Enter the overall height of the room as measured.
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.
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.
6	FLOOR MOLDING	Select the type of base molding from the dropdown. There are three options - a) If the room does not have molding, select None and move on. b) If the installers will leave the molding in place and notch the pars to fit around it, select Notch Around and enter the accurate molding height and depth. c) If molding is to be ripped-out, select Rip Out and an “M” with a strike out will appear on that wall to indicate that the installer is to remove the molding. This will also prompt the user to enter dimensions.
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).

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.

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.

If the space is not square or rectangular, select Manual which will take the user to an empty grid where they must draw walls and add design zones.

If the Setup Wizard is still visible on the left, the user cannot continue to build in the space or access any of the other tabs (the will be greyed out). It must be completed and closed out to continue!

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