Builder Management
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How do I add a Builder?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Builder under Builder on the menu at the top.
- Click Add New... on the "fly out" menu
- Enter the Builder's Name
- Enter Builder's abbreviation
- 2 alpha characters
- Enter the Builder's Number
- If applicable. Can be used for company numbering system.
- Enter Builder street addresses
- Use address two for suite or floor number.
- Enter Builder's city
- Enter Builder's state
- You must have states entered into the database. This will allow the system to fill in this information automatically when it is chosen.
If the state is not available, please see how do I add a State
- Enter Builder's zip
- Enter Builder's phone and FAX numbers
- Enter Builder's main POC email
- This can be the builder's general email.
- Point Of Contacts
- Name of POC's at builder
- Cut off days
- The builder's set number of days from the contract time the home owner has to make changes
- Builder's Website
- This is used for the link on the builder's default page and the builder's website link on the cart menu.
- Comment
- Any additional comments for internal use.
- Room
- Types of rooms associated with the builder. ie Recreation room, media room and sunroom.
If the rooms have not been defined, please see how do I add a Room
- Shopping User Login
- If the builder chooses to have the home owner log in, then choose YES from the drop down menu.
- Click on Submit Button
- If the cart requires a login for use, add shopping user information.
- Click on Submit Button again
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How do I modify a Builder?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Builder under Builder on the menu at the top.
- Click on it to bring up the Builder Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
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How do I delete a Builder?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Builder under Builder on the menu at the top.
- Click on it to bring up the Builder Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
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House Type Management
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How do I add House Types?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage House Type under Builder on the menu at the top.
- Click Add New... on the "fly out" menu
- Choose Builder
- If the Builder is not available, please see how do I add a Builder
- Enter the House Type name
- Select Floor Plan
- If the Floor Plan is not available, please see how do I add a Floor Plan
- Enter House Type description
- Click on Submit Button
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How do I modify a House Type?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage House Type under Builder on the menu at the top.
- Click on it to bring up the House Type Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
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How do I delete a House Type?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage House Type under Builder on the menu at the top.
- Click on it to bring up the House Type Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
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Community Management
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How do I add a Community?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Community under Builder on the menu at the top.
- Click Add New... on the "fly out" menu
- Choose Builder
- If the Builder is not available, please see how do I add a Builder
- Enter the Community name
- Enter Community's abbreviation
- 2 alpha characters
- Enter the Community's Number
- If applicable. Can be used for company numbering system.
- Enter Community's city
- Enter Community's state
- You must have states entered into the database. This will allow the system to fill in this information automatically when it is chosen.
If the state is not available, please see how do I add a State
- Enter Community's zip
- Enter Community's County
- This will be used in future releases.
- Enter Community's Color code
- This will be used in future releases.
- Map page number
- Page of map book you use where the community is located. This will be used for directions. This will be used in future releases.
- Map Alpha Grid
- Used with the map book for the alpha character for map grid.
- Map Number Grid
- Used with the map book for the numeral character for map grid.
- Security required for this community
- Is the security option required as default for this community.
- House Type
- Choose the house types associated with this community.
If the House Types have not been defined, please see how do I add a House Type
- Site Super
- Choose the Site Supervisor associated with this community.
If the Site Super has not been defined, please see how do I add a Site Super
- Click on Submit Button
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How do I modify a Community?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Community under Builder on the menu at the top.
- Click on it to bring up the Community Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
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How do I delete a Community?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Community under Builder on the menu at the top.
- Click on it to bring up the Community Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
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Site Super Management
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How do I add Site Supers?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Builder under Builder on the menu at the top.
- Click on Add New... on the "fly out" menu
- Click on the
of the Builder the Site Super is associted with on the right side of the page
- If the Builder is not available, please see how do I add a Builder
- Scroll to grey box labeled Site Supervisor
- Enter the Site Super's Name
- Enter the Phone Number
- Enter Site Super's E-mail
- Click on Submit Button
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How do I modify Site Supers?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Builder under Builder on the menu at the top.
- Click on it to bring up the Builder Administration Page.
- Click on the
on the right side of the page
- Scroll to grey box labeled Site Supervisor
- Click on the
on the right side of the page of the Super you wish to edit
- Modify the information
- Click on Submit Button
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How do I delete Site Supers?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Builder under Builder on the menu at the top.
- Click on it to bring up the Builder Administration Page.
- Click on the
on the right side of the page
- Scroll to grey box labeled Site Supervisor
- Click on the
on the right side of the page of the Super you wish to delete
- Confirm Deletion.
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Lot Management
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How do I add Lots?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Lots under Builder on the menu at the top.
- Click Add New... on the "fly out" menu
- Choose Builder
- If the Builder is not available, please see how do I add a Builder
- Choose Community
- If the Community is not available, please see how do I add a Community
- Enter Lot Number
- Enter Lot Address
- Enter Lot Description
- Click on Submit Button
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How do I Modify a Lot?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Lots under Builder on the menu at the top.
- Click on it to bring up the Lot Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
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How do I delete a Lot?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Lots under Builder on the menu at the top.
- Click on it to bring up the Lot Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
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Room Type Management
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How do I add Room Types?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Rooms under Builder on the menu at the top.
- Click Add New... on the "fly out" menu
- Enter room name
- Enter room description
- Click on Submit Button
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How do I modify a Room Type?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Rooms under Builder on the menu at the top.
- Click on it to bring up the Room Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
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How do I delete a Room Type?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Rooms under Builder on the menu at the top.
- Click on it to bring up the Room Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
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State Management
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How do I add a State?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage States under Builder on the menu at the top.
- Click Add New... on the "fly out" menu
- Enter state name
- Enter state 2 letter abbreviation
- Click on Submit Button
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How do I modify a State?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage States under Builder on the menu at the top.
- Click on it to bring up the State Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
Back to Top
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How do I delete a State?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage States under Builder on the menu at the top.
- Click on it to bring up the State Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
Back to Top
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Floor Plan Management
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How do I add a Floor Plan?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Floor Plans under Builder on the menu at the top.
- Click Add New... on the "fly out" menu
- Choose Builder
- If the Builder is not available, please see how do I add a Builder
- Enter Floor Plan file name
- Do not use spaces in the name. Replace those with the underscore symbol (Floor_Plan_Name.pdf )
- Enter Floor Plan Name
- Usually name of house
- Enter Floor Plan Description
- Click on Submit Button
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How do I modify a Floor Plan?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Floor Plans under Builder on the menu at the top.
- Click on it to bring up the Floor Plan Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
Back to Top
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How do I delete a Floor Plan?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Floor Plans under Builder on the menu at the top.
- Click on it to bring up the Floor Plan Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
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Builder Outlet Type Management
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How do I add a Builder Outlet Type?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Outlet Type under Builder Outlet Mgt. on the menu at the top.
- Click Add New... on the "fly out" menu
- Enter Outlet type.
- Enter Outlet Type description.
- Click on Submit Button
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How do I modify a Builder Outlet Type?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Outlet Type under Builder Outlet Mgt. on the menu at the top.
- Click on it to bring up the Option Type Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
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How do I delete a Builder Outlet Type?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Outlet Type under Builder Outlet Mgt. on the menu at the top.
- Click on it to bring up the Option Type Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
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Builder Outlet Management
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How do I add a Builder Outlet?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.
- Find manage Builder Outlet under Builder Outlet Mgt. on the menu at the top.
- Click Add New... on the "fly out" menu
- Choose Outlet Type
- If the Outlet Type is not available, please see how do I add an Outlet Type
- Choose Builder
- If the Builder is not available, please see how do I add a Builder
- Enter Bulder Outlet Name
- ie: 120v 15 amp Dedicated Outlet
- Enter Outlet Price
- Builder's price for this type of outlet.
- Enter Outlet Description
- Click on Submit Button
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How do I modify a Builder Outlet?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Builder Outlet under Builder Outlet Mgt. on the menu at the top.
- Click on it to bring up the Builer Outlet Administration Page.
- Click on the
on the right side of the page
- Modify the information
- Click on Submit Button
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How do I delete a Builder Outlet?
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This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.
- Find manage Builder Outlet under Builder Outlet Mgt. on the menu at the top.
- Click on it to bring up the Builer Outlet Administration Page.
- Click on the
on the right side of the page
- Confirm Deletion.
Back to Top
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Back to Top
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