Producing a colour selection is an essential step in documenting the detailed colours, models, and styles chosen by the customer for house construction. This selection is based on pre-defined templates called Colour Selection Masters and includes various details about the job, such as customer preferences and site-specific requirements. The purpose of this step is to generate a report for the Colour Consultant to review with the client. Once all selections are confirmed and entered back into the system by the job administrator, the final colour selection ensures that the correct colours, models, and styles are included on the job order for suppliers, guaranteeing accurate deliveries to the job site.
Getting Started
Accessing Colour Selections:
On the navigational sidebar, select Jobs.
Once the Jobs section expands, choose Colour Selections.
Creating a Colour Selection:
On the Colour Selections page, click Create Job Colour Selection.
In the Select Job Colour Selection Template form, specify the following:
Select Job: Choose the job for the selection. You can enter the Job number, Customer name, or Site address.
Template: Select the colour selection template you want to use for the job.
Click Apply. The colour selection page opens, displaying the headings and sub-headings.
Click Process to save changes.
Editing Headings and Sub-Headings
When creating a Colour Selection, the system automatically links items and components to specific headings and sub-headings based on the mappings from the Colour Selection Master. Items not specified in the Colour Selection Master appear under "Other Quote Changes" and can be moved to other sub-headings as needed.
Colour Selection Headings
A heading is a top-level category used to organise related items and sub-headings within a job, helping to systematically capture and document specific details such as colours, models, and styles for house construction.
Adding a New Heading
Above the Headings list, click the Create New Heading icon.
Double-click the newly appeared row on the list and enter the heading name.
Click Process to save.
Editing a Heading Name
On the Headings list, locate the heading you want to edit.
Double-click the row and update the heading name.
Click Process to save.
Cloning a Heading
On the Headings list, locate the heading you want to clone.
Hover over the heading and click the Clone icon. A new row appears on the Headings list.
Double-click the newly appeared row and enter the heading name.
Continue managing child elements within the cloned heading.
Click Process to save.
Deleting a Heading
On the Headings list, locate the heading you want to delete.
Hover over the heading and click the Delete icon.
Confirm the removal of the heading and its child elements.
Click Process to save.
Placing a Heading on a New Page
On the Headings list, locate the heading you want to place on a new page.
Check the corresponding box in the New Page column.
Click Process to save.
Tip: Placing headings on a new page is helpful for situations when the sub-headings and items carryover onto a new page causing formatting issues.
Colour Selection Sub-Headings
Sub-headings further organise items within headings. They are essential for detailing the Colour/Model/Style preferences for specific items in cost centers for job orders.
Adding a New Sub-Heading
Select the heading where you want to add a new sub-heading.
Above the Sub-Headings list, click the Create New Sub-Heading icon.
Double-click the newly appeared row and enter the sub-heading name.
Click Process to save.
Editing a Sub-Heading Name
On the Sub-Headings list, locate the sub-heading you want to edit.
Double-click the row and update the sub-heading name.
Click Process to save.
Cloning a Sub-Heading
Select the heading that includes the sub-heading you want to clone.
On the Sub-Headings list, locate the sub-heading you want to clone.
Hover over the sub-heading and click the Clone icon. A new row appears on the Sub-Headings list.
Double-click the newly appeared row and enter the sub-heading name.
Continue managing child elements within the cloned sub-heading.
Click Process to save.
Deleting a Sub-Heading
Select the heading that includes the sub-heading you want to delete.
On the Sub-Headings list, locate the sub-heading you want to delete.
Hover over the sub-heading and click the Delete icon.
Confirm the removal of the sub-heading and its child elements.
Click Process to save.
Hiding a Sub-Heading
On the Sub-Headings list, locate the sub-heading you want to hide.
Check the corresponding box in the Hide column.
Click Process to save.
Editing Items and Cost Centers
Effectively managing Items and Cost Centers within Colour Selections ensures that all specific details about colours, models, and styles are accurately captured and documented for job orders and supplier coordination.
Editing Items
Items detail the Colour/Model/Style preferences and are included under specific sub-headings. They ensure accurate documentation and reporting for the Colour Consultant and job orders.
Adding a New Item
Select the heading and then sub-heading where you want to add a new item.
Above the Items list, click the Create New Item icon.
Double-click the newly appeared row and enter the item name.
Click Process to save.
Editing an Item Name
On the Items list, locate the item you want to edit.
Double-click the row and update the item name.
Click Process to save.
Deleting an Item
Select the heading and then sub-heading that includes the item you want to delete.
On the Items list, locate the item you want to delete.
Hover over the item and click the Delete icon.
Confirm the removal of the item and its cost centers.
Click Process to save.
Specifying Item Attributes
On the Items list, locate the item you want to specify attributes for.
Enter the Colour/Model/Style for the item.
If a Variation/Change Order is required, check the corresponding box in the VAR/CO Req column and enter the Variation/Change Order Number once it is created.
Click Process to save.
Editing Cost Centers
Cost Centers link specific items to their associated job orders, ensuring accurate tracking and documentation of Colour/Model/Style selections.
Adding a New Cost Center
Select the heading, sub-heading, and item where you want to add a cost center.
Above the Cost Centers list, click the Add Cost Center icon.
In the Find Cost Centers form, select one or multiple cost centers to add.
Click Add Selected and then Process to save.
Note: When the Clone Cost Centers box above the items pane is ticked any new item inherits the same cost centers as the other items in the sub-heading.
Modifying a Cost Center
On the Cost Centers list, locate the cost center you want to modify.
Click the icon within the box to clear the cost center.
Select the new cost center from the list.
Click Process to save.
Deleting a Cost Center
Select the heading, sub-heading, and item that includes the cost center you want to delete.
On the Cost Centers list, locate the cost center you want to delete.
Hover over the cost center and click the Delete icon.
Confirm the removal of the cost center.
Click Process to save.
Previewing Colour Selections
Click the Preview icon on the right side of the screen.
A new window opens 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 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.
When replacing, all colour selections will be completely reset, and all quote changes will be removed from the sub-headings and moved back to the Other Quote Changes section.
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 colour selections, ensuring all customer preferences and site details are accurately recorded and that job orders accurately reflect the client's preferences.