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Sash weight Allocation Setup

This guide explains how to set up your lead/Steel sash weights including adding parts and allocating them to drawings.

Video Guide

Adding a weight

Before you can assign any rules to allocate your sash weights we first need to add the weights themselves to the system.

Step 1. To begin navigate to your 'Part List' which is located within the 'IntegrateCore' module under the 'Pricing and config' section.

Step 2.  Using the page tabs at the top of the screen, select the 'Sash Weight' tab, Once on this page click the '+ Add Part' button.

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Step 3. Add the following details to your weight:

Part Details:

  • Part Number - This is a unique identifier for the part in the system E.G. LB3030.
  • Part Name - This is the name of part E.G. 30 x 30mm Lead Bar.
  • Purchase UOM - E.G LB or KG
  • Cost - How much the weight costs per UOM E.G £2.50 per KG
  • Material - Select whether your weight is Lead or Steel.
  • Shape - Square/Rectangle/Round.
  • Dimension - This is the physical size of the weight E.G 30mm.
  • Has Hole - Set if your weight has a hole running through the length of it.

Once the details of the part have been filled out add the part to the system by clicking the 'Create New Part' button located in the bottom right of the new part box.

PLEASE NOTE:  adding new parts will require you to update your price file with the new parts

This can be done via the 'Price File Editor' from the main page or in your browser you can go to: https://yourdomain/PricingAndConfig/PriceFileEditor

Writing allocation rules 

Step 1. To begin navigate to your 'DrawingBoard Config' which is located within the 'IntegrateCore' module under the 'Pricing and config' section.

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Select the 'Part Allocator' Tab


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Step 2. To be able to write a rule you will need to have at least one group created in the system. To create a group click the 'Groups' button in the top right of your screen. Simply enter the name of your group and assign a sort weight then press 'Add new' to complete your new group.  


Step 3. To create a new rule click the '+ Create new rule' button on the left hand side of the page.

Step 4. To write your allocation rule you can start by naming the rule something relevant E.G 45mm Sash Thickness or 50mm Lead Weight.

Next if not already selected, under the 'Group drop down' select your group we created in the previous step and also set your category to 'Sash Weight'. 

Set your sort order (Lower number = Closer to the top of list) and set your rule to active.

The condition is the logical rule which tells the system how to assign the weight. Typically this is done based on 'sash_thickness' , 'weight_in_kg' or both.

For new windows start your condition with is_complete_new if it's not a new window simply do not is_complete_new. 

Similar to is_complete_new the is_to_be_replaced variable which allows you to specify if only the sashes are being replaced and not the frame as well.

following on you will want to compare against 'sash_thickness' , 'weight_in_kg' or both. Using lesser than or greater than (> < >= <=) E.G sash_thickness >= 48. 

Make sure to include: is_cord_hung or is_chain_hung. 

There are also extra variables such as is_sibling_fixed which allow you to check if there is a fixed sash and apply differing weights based on that.

Example Condition:

Both Sash Thickness and Weight

 

Once you have created your condition assign the number of weights you want to allocate in the Quantity.

for the amount field you can enter weight_in_kg /2 

Then finally in the part section select the weight part we added in section one of this guide

Example completed rule:

Once you're happy with your rule press the 'Create New Rule' button and the rule will be added to your system.

For a more detailed explanation on rule editors please visit : Working with rule editors

Please note if you have any issues with this page or find any errors please email us at Support@endtoendit.com or call us on 01344 519065