Creating selections with choice groups by a space (or room)

In this example we will create an example appliance selection that has 3 choice groups organized by the space:

• Kitchen - a "single choice" selection to get client approval on the appliance package picked out in a showroom
• Butlers pantry - a "select all" selection to have the client confirm all the appliance selections that will be used in the butlers pantry
• Outdoor Kitchen - an "optional" choice to include an outdoor kitchen. Note that cost of the outdoor kitchen will include a breakdown of material costs and labor costs

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Table of contents

1. Starting the selection
2. Adding the "Kitchen" choice group & selection choices
3. Adding the "Butlers pantry" choice group & selection choices
4. Adding the "Outdoor kitchen" choice group & selection choices

 

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1. Starting a selection

To start a selection, navigate to the "Estimate" page and click the "New selection" icon next to to any cost item that you want to turn into a selections item.

 

The selections editor will load in the right-hand side drawer. To start building the selection enter or modify the requested data (allowance, description, instructions, & due date), and select a selection type. Descriptions of the different selection types can be found on-screen in the selection editor.

 

When ready to continue building out the choices & choice groups of the selection, click "Create selection"

 

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2. Adding the "Kitchen" choice group & selection choices

In the selection editor, change the name of the first choice group to reflect the name of the space. In this case, we will label it "Kitchen".  Click the "more" icon in the top right-hand corner of the choice group and select "Edit Group".

 

Change the name in the "Name" field, select the appropriate choice detail. and click "Update group".

 

To add the selection choice to the "Kitchen" choice group, click the "+ Add a choice" button.

 

Add the choice name, a brief description, & cost detail before clicking "Create choice".

 

Add any attachments (images or files) to the the selection choice by clicking on the "Add file" button.

 

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3. Adding the "Butlers pantry" choice group & selection choices

Create a 2nd choice group by clicking the "Add another choice group" button. You can create as many choice groups as desired. 

 

Change the name in the "Name" field, select the appropriate choice detail. and click "Update group".

 

To add the selection choice to the "Butlers pantry" choice group, click the "+ Add a choice" button.

 

Add the choice name, a brief description, & cost detail before clicking "Create choice".

 

Repeat the steps to add additional selection choices to the "Butlers pantry" choice group by click "+ Add another choice".

 

Add any attachments (images or files) to any of the selection choices by clicking on the "Add file" button.

 

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Adding the "Outdoor kitchen" choice group & selection choices

Create a 3rd choice group by clicking the "Add another choice group" button.

 

Change the name in the "Name" field, select the appropriate choice detail. and click "Update group".

 

To add the selection choice to the "Outdoor kitchen" choice group, click the "+ Add a choice" button.

 

Add the choice name, a brief description, & cost detail before clicking "Create choice".

 

Add additional cost detail to capture the labor cost associated with the outdoor kitchen selection item by clicking "+ Additional cost detail"

 

Enter the cost details associated with the "labor" cost item and click "Create choice" once complete. 

 

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If you still have unanswered questions or need further assistance, please don't hesitate to reach out to our dedicated support team at support@ressiosoftware.com. We're here to help!