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How do I Manage Option Types? (Option | Manage Option Type)
How do I Manage Options? (Option | Manage Options)
How do I Manage The Equipment List? -:| UNDER DEVELOPMENT |:-
How do I Manage Departments? (Option | Manage Options | Department) -:| UNDER DEVELOPMENT |:-
How do I Manage Subdepartments? (Option | Manage Options Subdepartment) -:| UNDER DEVELOPMENT |:-
How do I Manage Brand? (Option | Manage Options | Brand) -:| UNDER DEVELOPMENT |:-
How do I Manage Model? (Option | Manage Options | Model) -:| UNDER DEVELOPMENT |:-
What is the Global Equipment List? (Option | Manage Option | GEL) -:| UNDER DEVELOPMENT |:-
Option Type Management
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How do I add an Option 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 Option Type under Option Management on the menu at the top.
- Click Add New... on the "fly out" menu
- Enter the Option Type
- Enter Option Type name
- Click on Submit Button
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How do I modify an Option 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 Option Type under Option Management 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 an Option 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 Option Type under Option Management 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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Option Management
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How do I add an Option?
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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 Options under Option Management on the menu to the left
- Click Add New... on the "fly out" menu
- Enter the option number
- Enter option name
- This will show up in the cart as the Option Name
- Enter option type
- If the type of option is not available, please see how do I add an Option Type
- Enter Option Status
- Under Review (This is the default choice) (Option is under review awaiting verification)
- Active (Option is active)
- Phase Out (Option is being phased out, but needs to be in database until pending orders have been fulfilled)
- Enter manual location
- If applicable
- Is there a rule associated with this option?
- This is what tells the shopping cart to challenge the user for additional main option. ie If you choose the VacPan without the Central Vacuum unit, the cart prompts you to add the central vacuum unit so it will function properly.
- Weight of Outlet/Inlet/Sensor
- If applicable. (Note: System counts this as INLET for Central Vaccum Option(s) and SENSOR for security)
- Weight of Video Outlet
- If applicable. (Note: System counts this as a connection for the video hub)
- Weight of Telephone Outlet
- If applicable. (Note: System counts this as a connection for the telephone hub)
- Option Requires
- This option is dependent on another option. This is part of the rule for the option.
- # of Outlet Required
- If applicable. (Tell the cart if this option is going to require a builder outlet at the location)
If the builder outlet is not available, please see how do I add a Builder Outlet!
- Description
- Place a description for the option.
- Image URLS
- For future release. This is where you will upload the pictures for your options.
- Proposal Number
- Proposal Number associated with the option. ie QuickBooks number
- Proposal URL
- For future release. This is where you will upload the proposals for your option so field sales can verify it.
- Cost
- Your cost
- Margin
- Marign of profit
- Rough-In Hours | Trim Hours | Install Hours | Program Hours
- Man hours required to complete each phase of the option. This has to be completed so scheduling will function.
If there are no hours, leave blank.
- Maximum Value
- Maximum number of this particular option.
- Location
- If applicable. Creates the location box in the cart so the customer can inform the location of the option.
- Job Type
- If you have different levels of jobs based on what is installed. ie: D job has only defaults installed, C has additional cabling, B has basic equipment like zone audio and A has programmable equipment.
- Comments
- Useful if the option is being phased out. You can state which option is replacing it.
- Cost breakdown
- If all builders have the same price then fill out the cost and price boxes. If not, choose no and fill out the price points for each builder.
- Unit Cost
- Cost to builder.
- Unit Price
- Cost to Homeowner
- Click on Submit Button
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How do I modify an Option?
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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 Options under Option Management on the menu to the left
- Click on it to bring up the Option Management 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 Option?
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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 Options under Option Management on the menu to the left
- Click on it to bring up the Option Management Administration Page
- Click on the
on the right side of the page
- Confirm Deletion.
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