Build Sheet Builder

TimberCloud Storefront — Product Catalog

The Build Sheet Builder is a visual WYSIWYG editor for creating production sheets, build sheets, and manufacturing documents. Design custom table layouts by dragging fields into columns and configuring formatting—no code required.

Availability: Build Sheets are an advanced product feature and require the Build plan and up. You'll find them on a product's Production tab. On Free and Commerce, the Production tab shows an upgrade preview instead.

Overview

The Build Sheet Builder replaces complex code-based Parts/Breakdowns configurations with an intuitive drag-and-drop interface. It lives on the product's Production tab, alongside the Export Builders and the Labels designer.

Key Features

Drag-and-drop column creation
Live preview with sample data
Multiple tables per product (each becomes a page in PDF)
Formula support for calculated columns
Undo/redo history
Row source selection (Line Items, Parts, Visual Parts, or Panels)

Getting Started

Opening the Builder

Open your product from the Catalog
Go to the Production tab → Build Sheets
Click Create Build Sheet (or edit an existing one)
The visual editor opens in a modal

Interface Overview

The builder has three main areas:

Area	Purpose
Field Palette (Left)	Available data sources to drag
Table Preview (Center)	Live preview of your table
Column Editor (Right)	Configure selected column

Building Your First Table

Step 1: Drag Fields into Columns

From the Field Palette, drag fields into the table:

Line Item Fields: Width, Height, Qty, Depth, etc.
Product Options: Material → Name, Edge → Price, etc.
Formula: Create calculated columns

Step 2: Arrange Columns

Drag columns to reorder
Click a column header to select and edit
Use move buttons to shift left/right

Step 3: Configure Column Settings

For each column, configure:

Name: Column header text
Width: Auto (*) or fixed (e.g., 100px)
Content: Field reference or formula
Format: Decimal, text, currency, etc.

Step 4: Preview and Save

Preview updates in real-time with sample data
Click "Save Build Sheet" when complete

Field Palette

Line Item Fields

Access values from the order's line items:

Field	Description
`qty`	Quantity ordered
`width`	Item width
`height`	Item height
`depth`	Item depth/thickness
`weight`	Item weight
`price`	Line item price
Custom fields	Your defined line item fields

Product Options

Access selected attribute values:

Format	Example
`attribute.name`	Selected option name
`attribute.price`	Option price value
`attribute.custom_field`	Any attribute part value

Example:

material.name → "Cherry"
material.price → 25.00
edge.profile → "Ogee"

Formulas

Create calculated columns with formulas:

Use the visual formula builder
Combine fields with math operations
Add conditionals for complex logic

Column Editor

When you select a column, the editor panel appears:

Name

The column header displayed in the table.

Width

Auto (*): Column sizes to fit content
Fixed: Specify width in pixels or percentage

Content Type

Type	Description
Field	Reference a line item or option field
Formula	Calculated from other values
Static	Fixed text or number

Format Options

Format	Description	Example
Text	Plain text	"Cherry"
Decimal	Number with decimals	24.50
Integer	Whole number	25
Currency	Money format	$24.50
Fraction	Fractional display	24 1/2
Percentage	Percent format	15%

Format Settings

Decimals: Number of decimal places
Prefix: Text before value (e.g., "$")
Suffix: Text after value (e.g., "in")

Multiple Tables

Create multiple tables for complex build sheets:

Adding Tables

Click "Add Table" in the tab bar
New table appears with default settings
Each table becomes a separate page in PDF output

Use Cases

Table 1: Build sheet for panels
Table 2: Hardware list
Table 3: Assembly instructions

Table Settings

For each table, configure:

Table Name: Displayed as header
Row Source: Line Items, Parts, Visual Parts, or Panels (see Row Sources below)

Row Sources

Choose what generates rows in your tables:

Line Items

One row per line item in the order:

| Qty | Width | Height | Material |
|-----|-------|--------|----------|
| 2   | 24    | 36     | Cherry   |
| 5   | 18    | 24     | Maple    |
| 1   | 30    | 42     | Walnut   |

Best for: Order summaries, shipping manifests, customer invoices.

Parts

One row per product part (expanded by quantity):

| # | Part   | Width | Height | Material |
|---|--------|-------|--------|----------|
| 1 | Stile  | 2.25  | 36     | Cherry   |
| 2 | Stile  | 2.25  | 36     | Cherry   |
| 3 | Rail   | 2.25  | 19.5   | Cherry   |
| ...                                     |

Best for: Build sheets, shop floor production documents.

Visual Parts

One row per part from the Visual Part Builder:

| # | Part      | Width | Length | Thickness |
|---|-----------|-------|--------|-----------|
| 1 | Left Stile | 2.25 | 36     | 0.75      |
| 2 | Right Stile| 2.25 | 36     | 0.75      |
| 3 | Top Rail   | 2.25 | 25.5   | 0.75      |
| 4 | Bottom Rail| 2.25 | 25.5   | 0.75      |
| 5 | Panel      | 25   | 31.5   | 0.25      |

Best for: Products using Visual Part Builder (doors, cabinets, drawers).

Panels

One row per panel/opening from the Visual Part Builder:

| # | Panel  | Width | Height | Style |
|---|--------|-------|--------|-------|
| 1 | Panel 1| 25    | 31.5   | Raised|

Best for: Panel-focused cut lists, glass cutting schedules.

Sorting & Grouping

Control the order and visual organization of rows in your build sheet.

Opening Sort Configuration

Click the Sort button in the footer bar
The Sort & Group modal opens
Enable sorting with the toggle
Add sort rules

Creating Sort Rules

Setting	Description
Field	The data field to sort by
Order	Ascending (A→Z, 1→9) or Descending (Z→A, 9→1)
Group	Enable visual grouping (first rule only)

Available Sort Fields

Sort rules can reference multiple data sources:

Category	Fields	Examples
Built-in	Row #, Item #, Line #	Sort by original order
Line Items	Your product's fields	Width, Height, Depth, Qty
Product Options	Attribute values	Material.name, Edge.thickness
Parts	Part dimensions	Part 1 Width, Part 2 Length

Multi-Level Sorting

Add multiple sort rules for complex ordering. Rules apply in priority order:

First rule - Primary sort (with optional grouping)
Second rule - Sort within the first
Third rule - Further refinement

Example:

Group by Door Type (Door/Drawer Front)
Then sort by Width descending
Then sort by Height ascending

Result: All doors grouped together, sorted largest to smallest by width.

Grouping Rows

Enable Group on the first sort rule to add visual separation between groups:

Without Grouping	With Grouping
Rows flow continuously	Blank row or visual separator between groups
Good for cut lists	Good for organized production sheets

Common Grouping Scenarios:

Group by material type
Group by door style
Group by room/location
Group by production priority

Sort Rule Order

Reorder rules using the up/down buttons:

↑ Move rule higher priority
↓ Move rule lower priority

The topmost rule applies first, then subsequent rules sort within those results.

Example: Cabinet Door Production

Optimize cutting by grouping parts:

Rule	Field	Order	Group
1	Material.name	Asc	✓ Yes
2	Width	Desc	-
3	Height	Desc	-

Result:

── Cherry ──────────────────────
| Qty | Width | Height | Part    |
|-----|-------|--------|---------|
| 1   | 30    | 42     | Panel   |
| 2   | 24    | 36     | Panel   |
| 1   | 18    | 30     | Panel   |

── Maple ───────────────────────
| Qty | Width | Height | Part    |
|-----|-------|--------|---------|
| 3   | 24    | 30     | Panel   |
| 2   | 18    | 24     | Panel   |

Disabling Sorting

Toggle sorting off to return to default row order (line items as entered, or parts as defined).

Formulas in Columns

Opening the Formula Builder

Set column Content Type to "Formula"
Click "Edit Formula"
Visual formula builder opens

Formula Examples

Square Feet:

(width × height) ÷ 144

Board Feet:

(thickness × width × length) ÷ 144

Total Price:

qty × unit_price

Conditional Value:

IF width > 48 THEN "Oversized" ELSE "Standard"

Undo/Redo

Full history support for all changes:

Undo: Ctrl/Cmd + Z or click undo button
Redo: Ctrl/Cmd + Shift + Z or click redo button

History tracks:

Column additions/deletions
Column reordering
Setting changes
Table modifications

Best Practices

Column Naming

Use clear, descriptive names
Keep names concise for narrow columns
Consider abbreviations for space

Column Order

Put identifying fields first (Qty, Item #)
Group related fields together
End with totals or calculations

Formatting

Use consistent decimal places
Add units as suffixes when helpful
Consider print width when sizing

Multiple Tables

Keep tables focused on one purpose
Use descriptive table names
Order tables logically for workflow

Common Use Cases

Cabinet Door Build Sheet

Column	Field	Format
Qty	qty	Integer
Width	width	Fraction
Height	height	Fraction
Material	material.name	Text
Edge	edge.profile	Text
Price	price	Currency

Hardware List

Column	Field	Format
Item	hardware.name	Text
Qty	hardware.qty	Integer
Location	hardware.location	Text
SKU	hardware.sku	Text

Panel Breakdown

Column	Field	Format
Panel #	row_number	Integer
W	width	Decimal (2)
H	height	Decimal (2)
Sq Ft	formula	Decimal (2)
Material	material.name	Text

PDF Output

Build sheets generate professional PDF documents:

Features

Clean, professional layout
Company branding (logo, colors)
Table headers on each page
Page numbers
Custom footer text

Printing

Optimized for letter/A4 paper
Proper margins and spacing
Landscape or portrait orientation
Multiple pages for large orders

Troubleshooting

Fields Not Appearing in Palette

Ensure line items are configured on the product
Check that product options have parts defined
Refresh the builder if recently added

Formula Errors

Verify all referenced fields exist
Check for division by zero
Ensure field names match exactly

Preview Not Updating

Try refreshing the preview manually
Check for unsaved changes
Verify sample data is available

Columns Not Saving

Ensure all required fields are set
Check for validation errors
Verify you have edit permissions

Keyboard Shortcuts

Shortcut	Action
Ctrl/Cmd + S	Save build sheet
Ctrl/Cmd + Z	Undo
Ctrl/Cmd + Shift + Z	Redo
Delete	Delete selected column
Escape	Close column editor

Next Steps

Visual Part Builder - Visual layout editor for doors and cabinets
Parts - Configure product components
Formula Builder - Step-based calculations for pricing, parts, and inventory
Pricing - Create pricing formulas

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