This article outlines the best way to setup your Tenders module from an administrators perspective and includes the following sections; 

  • Price Functions; 
  • Price Levels;
  • Option Categories;
  • Package Categories;
  • Options
  • Packages and;
  • House types.


The whole setup from start to finish will be covered below and references to other articles are included along the way which provide specific detail on how to setup each section.

NOTE: The process of setting up Tenders is a little backwards as some sections need to be setup before other sections can be setup. Then you may need to come back to some sections once other sections are configured to finalise them.


Before commencing the setup of your Tenders module please ensure the user permissions are configured correctly for the user who is setting them up, see [Admin] Tenders Permissions.


To start with;

1. Go to Admin > Tenders > Price Functions.

Click on the top row in the table ‘Click here to add a new row’


    Price functions are used for the margin, rounding and padding of your pricing.

    Also, they will be used to set up the price levels in the next section.

    These will be used in all of the sections of Tenders setup because options, categories and house types all have prices.

    There will be a default price function of $0.00 already available for you.

    You can add additional functions such as; a margin of 10% if you like. You can name these anything that makes sense to you.


    See [Admin] Price Functions for further details.


2. Go to Admin > Tenders > Price Levels

Click on the top row in the table ‘Click here to add a new row’


Price levels are used to distinguish price differences in the different areas or regions that you build in to cater for expenses related to the land being further away.


See [Admin] Price levels for further details.

 

Now that the pricing is setup you can move onto the package and option categories.


It is really important to spend time planning this setup before starting. Maybe lay it out in a spreadsheet.

You need to work out which items require different prices per house type (these will need to be packages), then which items have quantities or an area to cover (these will be options).

Then you'll also need to work out whether or not there are multiple items currently grouped one way that will need to be grouped another way instead so that the client can only selects 1 of these as part of the selection process.


3. Go to Admin > Tenders > Option Categories.

Click on ‘Click here to add a new row’.

The options categories are required in order to setup your tender options.

You will notice that you need to select a price function for each of the option categories.


See [Admin] Create Tender Option Categories for further details.

NOTE: if you create a category and want to delete it you must select it first using the check box on the left, click on the delete button and then click save, if you don’t save after deleting the item, it will not be deleted.


4. Go to Admin > Tenders > Package Categories.

Click on ‘Click here to add a new row’.


The package categories are required in order to setup the tender packages. 

You will notice that you need to select a price function for each of the package categories.


See [Admin] Create Tender Package Categories for further details.

NOTE: if you create a category and want to delete it you must select it first using the check box on the left, click on the delete button and then click save, if you don’t save after deleting the item, it will not be deleted


Now that the package and option categories are created you can enter the packages and options themselves.


5. Go to Admin > Tenders > Options.

You will now have some option categories to select in the category drop down field.

Then you can add your options to each of these.


See [Admin] Create Tender Options for further details.


6.  Go to Admin > Tenders > Packages.

You will now have some package categories to select in the category drop down field.

There will be some default packages already available.


NOTE: A package doesn't require options but you can add options to it if you would like to.


See [Admin] Create Tender Packages for further details.


Finally, you can add your house types.


7.  Go to Admin > Build Configuration > House Types.


House types are not under the Tenders section as they are used across different modules of ClickHome.

You might already have house types setup but if you don't then you can add them here.

You will notice there is now information to add in the tenders section of the house type details page.


See [Admin] Create House Types for further details.


Now that you have finalised the setup of your tenders module you should be able to Create a new Tender.

If you would like to view the whole process first see [Stages of a Tender].