To create a selection set within a job for your customer to approve complete the following steps:
Navigate to Job > Project Management > Selections > + Selection Set.
Name the selection set and choose which cost category the selection set will relate to.
You must also choose which of the three following methods of selection you want to use and then click on Create Selection Set:
Selection Approval - If your client has chosen their selections at a third-party supplier or during a selection's appointment and there are variations related to this selection, then the client will be asked to approve their selection and confirm the variation.
Single Choice - This type will be used if multiple options are available but you want your client to pick only one. It can be assigned at $0 or including any additional selection cost.
Multiple Choice - This type will be used if there are multiple options and the client can select more than one item. For example, you may have a selection set named Basin and Tap (Laundry) where you give four tap choices, as well as four basin choices.
If there is an allowance related to this selection, you can allocate the allowance from the job budget, or if there is no allowance, and there is a change in cost compared to the approved budget, then you will be required to create a variation.
Next, scroll to the Selection Detail at the bottom of a selection set and type in the Selection / Option Name into the text box, and click on + Add Option.
Once you have added a selection option you can expand the option to view further details. You can add further description by typing in the text box and adding an image related to the selection by clicking on the grey square to the left of the Selection Name. You can then browse files to upload an image.
You can add further details below with as much information as required. Type in the Add Information dropdown and click on Add. You can add multiple separate lines with text and an associated value.
To create a cost for the selection choice, click Edit Costs. Then, you can enter the cost item relevant to the selection choice. If a cost item is selected, this will update the job budget.
