Spec Types Setup

To get started setting up your Spec Types, go to the pink Spec Types tab. Here you can choose to create a new template or build off any of the default options that are currently in your account.

To set up a new template click on +NEW. Each template can have a unique and display name, code prefix and category assignment. Classification and furnished installed by defaults can be selected on the template, when a spec is created, these will be preselected.

What is the difference between the unique and display name?

Each template needs to have an different unique name, however multiple templates can have the same display name. The unique name is for internal purposes only, you can use this as an option to set up project type templates if there are different defaults, custom attributes, and instructions required.

What is a category?

Categories are an opportunity to group your spec types together, for example if you have one spec type 'Lighting Portable' and another 'Lighting Hardwired' you can assign a 'Lighting' category to both templates. The category names are customizable, you can also control the order of the categories by numbering them.

In the reporting area, you can choose to group your specs by category, or pull are report for one or multiple categories.

Classification Defaults

You can set up the selection for both options below on each spec type, they will automatically be set up on the spec upon creation. They will not be locked, you can change or remove the selection on the spec within a project. If you change the selection on the pink spec types tab, no current specs will be impacted.

Custom Attributes

Custom attributes are used on the spec type template as your product descriptions, you can add as many as you like to each spec type template, and choose which ones are relevant as you are creating your specification within each project.

To start setting up your custom attributes on each spec type, scroll down the 'Add from Master List'. Click on the names you would like to add to the template, if there is one you would like to add but cannot find it on the existing list, click on 'Manage Master List' to add a new one.

Once you have selected all custom attributes and you select 'save', all custom attributes will be locked to the template.

You can remove custom attributes at anytime by checking 'Removed', however it will remove this attribute from all existing specifications on the project level.

Spec Linking Tab Setup

Linking specifications together on the project level, allow you to link products that are coming from two different suppliers but are perhaps coming together as a custom furniture piece or for install purposes.

On this tab you are going to set up a relationship description of 'what' you are linking. The parent spec template is where you will set up the relationship. i.e. On a Seating template you can set up relationship descriptions for linking 'Fabric' 'Pillows' 'Back Upholstery' 'Seating Upholstery' etc.

First click on +New to setup up the relationship description name, then select the relevant spec type - the specs with this spec type will show first when linking specs to this description, in a project.

Designer Approval

This is the last tab to set up for your spec type template, here you will add approval names to the template. To add more approval options go to the pink Approvals tab.

Once all options are on the 'Approvals' tab they will be listed under the 'Available' column on each spec type 'Designer Approval' tab. Click on the name from the Available column to add it to the 'Selected' column, once its in this column you can select it as an approval option while setting up your specification.

You can also check the box on this tab to have options pre selected as you create a spec. Options selected on a spec can be unchecked at anytime.

Quick Tips