Creating Styles/Pallets/Storyboards

Dan Stern Updated by Dan Stern

Styles, sometimes referred to as pallets and storyboards, are collections of items that have been predefined by the Builder that are applied to a model to configure things like color, flooring and other finishes.

Creating a Style

For styles to work, there needs to be both an item in the item library configured for the style and the style configured in BuildBase Sales.

Item Library Configuration

Item Attributes

In order to use styles, the builder must first configure an item attribute that will be applied to the style.

Search Dynamics Business Central for Item Attributes

Once you have made it to the item attribute screen click + New.

Enter the following values

  • Name: Packages
  • Type: Option
  • Values: The names of your styles

Sometimes the name will be something other then packages, this value can be found in BuildBase Setup
Style Configuration

Step 1: Create the item in the item library

The style item is typically plan specific which will make the item number start with the plan specific ID followed by the style name. An example would be the farmhouse style for plan 1460. The item no for this would be 1460_FARMHOUSE.

Assign the item category code that has been assigned to you for styles. This is typically "Style".

Add the attribute for the style and apply the correct value for that style.

There should be one item for each style that template has

BuildBase Sales Configuration

In BuildBase, click the sales icon and then product library

Then click on styles, this will open up the style list. Then click "create a new one"

This will show the style details screen. Enter the following information into the form

Code: This is the name of the attribute on the item library that was create in the above step

Name: The name of the style

Type: Standard

Status: Standard

Description: A description of the style

Style Price: If there is a sales price that will be added to the lot price if this style is selected

Alternative tax rate ID: If you are going to override the client tax settings

Update Logo: If you have an image that represents this style (Optional)

Then add this style to the base template in BuildBase Sales. Click the sales icon and then click templates. Once the templates screen loads, click on Base Template.

Open up the template that you want to add the style for. Scroll down to Base Tamplte Style and add the style to the base template list.

The styles will now be available in sales to add to the unit.

The style in BuildBase Sales links to the item library through the item attribute. This means that there will be multiple items in the item library to the single style in BuildBase Sales.

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