Creating & Releasing Selections

Selections are often the most personalized choices & touches that a client will put into their build. The selection process within the Ressio platform is a simple & robust to ensure all types of selection decisions can be captured.

Table of contents

1. Overview Video
2. Starting a selection
   1. Display Mode
3. Creating a choice group
4. Creating a selection choice
5. Editing choice groups and/or selection choices
6. Releasing selections for client approval
7. Approving selections (alternate option)
8. View an existing selection
   
   

Overview Video

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
• Display Mode
• Selection Type

Descriptions of the different selection types can be found on-screen in the selection editor.

Display Mode

This feature controls how prices are shown to customers. You can configure selection choices in Ressio to clearly display pricing differences, so clients can easily understand the impact of their options.

There are two options:

• Full amount - show the full amount of each choice and the allowance
• Price difference - show the price difference in customer price between the selection and the original customer price

Add-ons

Include add-ons (e.g., optional features) to display their isolated price impact.

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

Creating choice groups

Choice groups allow selection choices to be grouped according to like properties. Some examples include:

• Grouping selections by a space or room
• Grouping selections by a selection type

In order to create a choice group, click the "Add another choice group" button. in the selection editor. 

Once the choice group is created, name the choice group and select the option that best represents the desired client action when selecting a choice.

Creating selection choices

Selection choices are the options (or choices) you want to have the client make a decision on. In order to create a selection choice within a selection group, click the "+ Add a choice" button.

Enter the choice details & cost details in the pop up window.

Once a selection choice is created, attachments (images or files) can be added to the selection choice by clicking on the "Add file" button and browsing your computer for the desired image or attachment. 

Editing choice groups and/or selection choices

Editing choice groups or selection choices can be done clicking on the "More" icon on the selection group level or the selection choice level depending on which item you wish to change.

Releasing selections for client approval

When the selection is ready to be released, click the "Release" button, followed by the "Release" button to release the selection to the client.

For more information on what happens once the selection is released to a client, check out the knowledge base document for clients - Viewing & Approving a Selection [A Homeowners View].

Approving selections (alternate option)

If desired, a selection can be approved without sending the selection document for client approval. Instead of clicking "Release", click "Approve" and enter any notes that go along with this approval.

View an existing selection

All approval documents can be viewed in the "Approvals" page. To view a list of all the selections, click on the "Selections" tab. You can now see a list of all the selections and their current status.