Making selections for options in a tender can be done on all 3 of the Tenders user interfaces; MobileLeads, Silverlight and MyHome.


This how to will cover MobileLeads selections.


There are different types of selections can be made:

1. Selections on an option that has a default selection - 'Selections Complete'

2. Selections on an option that doesn't have a default selection - 'Selections Available' 

The way these differ are that 1. allows you to check what the default selections are for options included in a package and change these if you need to. Where as 2 is for an option that is NOT included in a package and thus you need to select it as an extra option for the house and then make a selection for it.


STEPS

For scenario 1.

Go to Tenders > Options

There will be a green flag on the option stating that the selections are complete.

This means that the option already has a selection made however you can still edit this if you like.

Click on the option.

It will open a popup window on the selection tab.

There will be a selection already chosen.

You can change this by clicking on the drop down box.

Click Ok

Save the tender when you are ready.


For scenario 2.

Go to Tenders > Options

Select the option which is not included in a package but an extra option that is being added.

Set the quantity required

There will be a grey flag on the option stating that the selections are available but they can be made at any stage your business allows so they don't have to be made now.

Click on the option

It will open a popup window 

Click on the selection tab

Click on the drop down box to select the substitution as well as area, qty and note if you require these

Ensure the correct number of substitions are made (it will say 0 remain if it's complete)

Click Ok

Save the tender when you are ready.