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Managing Selection Options

Create selection categories and add options for customers to choose from.

Creating Selection Categories​

Selection categories group related product choices.

Adding a Category​

  1. Open the estimate
  2. Go to the Selections tab or section
  3. Click Add Selection Category
  4. Enter:
    • Category Name (e.g., "Kitchen Countertops")
    • Allowance Amount (budget included in estimate)
    • Description (optional - what's included)
  5. Click Save

Category Settings​

SettingDescription
NameDisplay name for the category
AllowanceBudget amount included in estimate
DescriptionDetails about what's included
RequiredWhether customer must make a selection

Adding Selection Options​

For each category, add options the customer can choose from.

Adding an Option​

  1. Open the selection category
  2. Click Add Option
  3. Enter option details:
    • Name - Product name
    • Description - Details, specifications
    • Price - Cost of this option
    • Image - Product photo (recommended)
    • Manufacturer - Brand/supplier
    • SKU - Product code (optional)
  4. Click Save

Option Pricing​

The option price determines the customer impact:

Option Price vs AllowanceResult
Option = AllowanceNo change to estimate
Option > AllowanceCustomer pays the difference (upgrade)
Option < AllowanceCustomer may receive credit

Adding Images​

Images help customers make decisions:

  1. Click Add Image on the option
  2. Upload a product photo
  3. Images display in customer selection view

High-quality images significantly improve the selection experience.

Using the Selection Catalog​

The selection catalog contains pre-configured products for quick option creation.

Adding from Catalog​

  1. In your selection category, click Add from Catalog
  2. Browse or search for products
  3. Filter by:
    • Category
    • Manufacturer
    • Price range
  4. Select products to offer
  5. Pricing and details auto-populate

Catalog Benefits​

  • Consistent product information
  • Pre-set pricing
  • Faster option creation
  • Professional product images

Best Practices for Creating Options​

  • Provide variety - Offer options at different price points
  • Good/Better/Best - Include budget, mid-range, and premium choices
  • Use images - Visual options improve customer decisions
  • Complete information - Include specs, dimensions, care instructions

Pricing Considerations​

  • Update regularly - Keep catalog pricing current
  • Include installation - Factor in installation costs, not just materials
  • Consider lead times - Some selections require longer ordering time