This Help Article covers:
⚠️ NOTE: When you offer a Quote to a Customer, and that Customer Accepts that Quote, this forms a legal contract with that Customer, "Quote Variations" provide a documented record of changes to that legal contract.
For a Quote Variation to be added, the Quote must have been accepted.
Multiple Variations can be added in the status “Draft” or "Locked", being individually "Accepted" in any order.
💡 TIP: A Variation does not need to be for the Contact of the Accepted Quote, just change the Customer* of the Variation when adding the Variation. When claiming, select the Variation's Contact on the Progress Claim to change the details of the Progress Claim to the Variation details.
To Add a Quote Variation
Adding a new Quote Variation is done from the Job Page's Quotes Top Tab OR from the last accepted Quote/Variation Page.
Quick Flow:
[CREATE VARIATION] Job's Quotes Top Tab
OR
[+NEW VARIATION] Accepted Quote or Last Accepted Variation
Description
[SAVE]
Edit
[SAVE]
1. From a Job Page's Quotes Top Tab, Press the [CREATE VARIATION] button to display the VARIATION: XXXX.X Page
OR
From the last accepted Quote/Variation Page, Press on the [+NEW VARIATION] button to display the VARIATION: XXXX.X Page
2. From the VARIATION: XXXX.X Page, Check/Edit editable fields; “Description”, “Default Brand*”, “Quote Contact*”, “Price Rule Book*” etc, then Press [SAVE] to save any editing.
💡 TIP: The Quote Variation Description populates with the last Accepted Quote/Variation Description so change it to suit this Variation. Quote/Variation Description populates the Quote Variation PDF and Variation lines of a Quote's Progress Claim.
⚠️ NOTE: On adding a new Quote Variation, all previous Quantities of a Manual OR Plan Section zero giving a “Variation Qty” of zero value until the Manual Section is Edited OR Plan Section is Edited from "Visbuild".
There is a combination of methods to build a Quote Variation;
Editing an existing Manual Section - Editing the "Variation Qty" or "Previously used lines", and/or Adding new “Kitsets/Products” or “Quote Lines” and entering a "Variation Qty" (positive or negative value)
Adding a new Manual Section - Adding new “Kitsets/Products” or “Quote Lines” and entering a "Variation Qty" (positive or negative value)
Editing an existing Plan Section from Visbuild - Adding/Deleting “Kitsets” or “Quote Lines”
Adding a new Plan Section from Visbuild - Adding “Kitsets” or “Quote Lines”
Combination of the above
⚠️ NOTE: You cannot toggle Sections "Off" on Variations where the Section was Accepted on a previous Quote or Variation.
3. To build the Quote Variation, Edit by using one OR a combination of the above methods
To Edit a Variation Manual Section
From an expanded Accepted Manual Section, either Enter a Kitset/Product Code into the "Search kitsets/products..." field to add a new Kitset/Product OR Press Show to display the hidden Previously used lines
⚠️ NOTE: If you enter a new Kitset/Product that has previously been used in the Section, you will be directed to “adjust the quantity accordingly”, even if the Kitset/Product lines are hidden. Press "Show" to unhide, then unlock and edit.
Following Pressing Show, to Edit Previously used lines, Press the line’s “More” (3 dots) menu, then select the option “Unlock” to allow editing of the “Price” and/or “Variation Qty”
⚠️ NOTE: Brought forward accepted Kitsets/Products will display the Accepted “Price”. New Kitsets/Products entered will display a "Price" using the current Cost and selected Price Rule Book for the Variation.
When complete, Press [SAVE]
To Edit a Variation Plan Section
Open Visbuild and Add/Delete Kitset Icons/Quote Lines as required to build the Variation.
To Edit a Variation Plan Section - "New Floor Layout"
Sometimes the Customer Accepts a Quote, then they update the Layout of the Floor Plan.
The best way to deal with this is to open the Section/Plan(s) that has changed, then Drag & Drop the new Plan into the window to swap the Plan OR Press on the Plan to display the Properties Panel, then Press [REPLACE IMAGE] and navigate to the updated Plan to upload.
The Plan will change but each Kitset Icon/Quote Line will remain (maybe not quite in the right locations).
Do not delete the Kitsets Icons/Quote Lines, but Drag & Drop them to the new locations. Once existing Kitsets Icons/Quote Lines are moved, any redundant Kitsets Icons/Quote Lines can be Deleted and any new required Kitsets Icons/Quote Lines Added.