Job Colour Selections are a detailed catalog of colours, models, and styles of items and components used in a job. These selections are created based on pre-defined templates called Colour Selection Masters and include various details about the job, such as customer preferences and site-specific requirements.
Importance of Colour Selections:
Job Colour Selections are crucial for ensuring that every item from the job estimate is given a specific colour, model, and style based on the customer's preferences. This detailed documentation is essential for suppliers, as it informs them precisely which items to send based on the customer's selections. Accurate colour selections help maintain consistency, avoid errors, and ensure customer satisfaction.
List of Colour Selections
You can view and manage job colour selections, ensuring all required details and customer preferences are accurately captured and documented.
Accessing Colour Selections:
On the navigational sidebar, select Jobs.
Once the Jobs section expands, choose Colour Selections.
Displayed Information:
Job Number: The unique identifier assigned to the job.
Customer: The name of the customer for whom the job is being carried out.
Site Address: The address of the site where the job is being executed.
Colour Selection Master: The pre-defined template used to create the colour selection.
Missing Details: The total number of items that have not been updated.
Unresolved Changes: The number of quote changes that have not yet been resolved or incorporated into the selection.
Document Status: The current status of the job colour selection, indicating its progress or completion level.
Status: The status of the job.
Creating a Colour Selection
On the Colour Selections page, click Create Job Colour Selection.
Select a Template:
In the Create Job Colour Selection form, specify the following:
Select Job: Choose the job for the selection. You can enter the Job number, Customer name, or Site address.
Colour Selection Masters: Select the colour selection template you want to use for the job.
Click Apply. The job colour selection page opens, displaying the headers and clauses.
Click Process to save changes.
Editing a Colour Selection
On the Colour Selections page, locate the selection you want to edit.
Click on the job colour selection in the list.
Make the necessary modifications.
Click Process to save changes.
Managing Headings and Sub-Headings
Items in the colour selection are organised into headings and sub-headings. Each of these elements is customisable and appears on the final colour selection report. When creating a Colour Selection, the system automatically links items and components to specific headings and subheadings from the price book. Items not linked in the price book will appear on the Other Quote Changes list and can be moved to other sub-headings.
You can manage Headings by:
Adding New Headings
Editing Heading Names
Cloning Headings
Deleting Headings
Placing Headings on a New Page
You can manage Sub-Headings by:
Adding New Sub-Headings
Editing Sub-Heading Names
Cloning Sub-Headings
Deleting Sub-Headings
Hiding Sub-Headings
By effectively managing headings and sub-headings, you ensure that all customer selections are accurately documented and easily accessible in the final colour selection report.
Managing Items
Items in the Job Colour Selection are added under specific sub-headings and detail the Colour/Model/Style preferences for a job. These items are included in reports for the Colour Consultant to complete with the client. You can add new items, edit existing ones, and specify attributes such as Colour/Model/Style. Items are mapped to cost centers to ensure the system knows which job orders to associate the items with, allowing the Colour/Model/Style details to be accurately printed on the order.
Managing Cost Centers
Cost centers in the Job Colour Selection link specific items to their associated job orders, ensuring accurate tracking and documentation of Colour/Model/Style selections. You can add, update, or delete cost centers, which facilitates the correct allocation of resources and the production of detailed job orders based on client choices.
Managing Quote Changes
Quote changes come from the quote produced for the client. Quote changes added to quotes from the price book as RFQ Items & Components appear in the job colour selection. If the items were linked to specific sub-headings from the colour selection master in the price book, they will be placed in those areas and need to be edited. Items and components not linked will be grouped into a special section called "Other Quote Changes" and must be dragged to the relevant subheading or left in the "Other Quote Changes" section and hidden. The list of quote changes, including their names and descriptions, is displayed on the right side of the screen. Items can be moved from the quote changes list to the regular items list or hidden from the job colour selection. Hiding an item removes it from the final report.
Previewing Colour Selections
Click the preview icon on the right side of the screen.
A new window opens to with the Jasper reporting Engine. Click Apply to produce the preview.
Review the PDF document for any mistakes or errors.
Replacing a Colour Selection Template
Sometimes, you might need to replace the colour selection template to ensure that the job colour selection aligns with the latest updates or changes in job requirements.
Click Replace in the menu bar.
Click Yes in the warning dialogue to confirm replacement.
Select a new Colour Selection Master template.
Click Apply and then Process to save changes.
Producing the Colour Selection
After all quote changes have been moved and final edits have been made to the colour selection, the final document can be produced for signing by the client.
Select a Colour Consultant from the dropdown.
Click Produce in the menu bar.
Click the link in the window to open the document. The document has been successfully saved to the Communications folder in the Job Docs folder in Google Drive.
Print the PDF to be signed by the client and office.
Note: All quote changes must be added to sub-headings or hidden and a colour consultant must be nominated before the Produce button becomes visible.
By following these steps, you can effectively view, create, and manage detailed job colour selections, ensuring all customer preferences and site details are accurately recorded and that job orders accurately reflect the client's preferences.