This Help Article covers:
General/overview:
⚠️ NOTE: When you offer a Quote to a Customer, and that Customer Accepts that Quote, this forms a legal contract between your Company and that Customer, "Quote Variations" provide a documented record of changes to that legal contract.
A Variation (Variation Order or VO), is any change in the scope of the accepted Contract Works that includes any:
Increase or decrease in the quantity of any work,
Omitted work,
Change in the character or quantity of any Material or work,
Required additional work to be done, or
Change in the level, line, position, or dimensions of any part of the Contact Works.
For a Quote Variation to be added, the Quote must have been accepted.
On adding a new Quote Variation, all previous Quantities of a Manual OR Plan Section zero to give a “Variation Qty” of zero. Editing the Qty's of a Manual Section OR Adding/Deleting Kitset Icons on a Plan Section creates the Variation.
Multiple Variations can be added to a Quote at any time, being in the status “Draft” or "Locked", and being individually "Accepted" in any order.
⚠️ NOTE: Be sure that everything is correct with the Variation before Accepting, as after Acceptance, if another Variation or a Progress Claim is added, you will NOT be able to Unaccept the Variation to further edit.
💡 TIP: A Variation does not need to be for the Customer of the Accepted Quote (I.E. where the Variation is to the Home Owner, not the Builder), you can change the Customer* on the Variation when adding the Variation. When claiming, create the Progress Claim, then change the Customer on the Progress Claim to Customer of the Variation.
To Add a Quote Variation
Adding a new Quote Variation is done from the Job Window's Quotes Top Tab OR from the last accepted Quote/Variation Window.
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 Window's Quotes Top Tab, Press the [CREATE VARIATION] button to display the VARIATION: XXXX.X Window
OR
From the Accepted Quote or last Accepted Variation Window, Press the [+NEW VARIATION] button to display the VARIATION: XXXX.X Window
2. From the VARIATION: XXXX.X Window's Details Section, Check/Edit the 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. The Quote/Variation Description populates the Quote Variation PDF and the Variation line of a Quote's Progress Claim.
3. Build the Quote Variation, the Quote Variation can be Built by using one OR a combination of the below methods:
Editing an existing Manual Section - Editing the existing Kitsets, Products, and/or Quote Lines "Variation Qty" of "Previously used lines", and/or Adding new Kitsets, Products, and/or Quote Lines and entering a "Variation Qty" (positive or negative value)
Adding a new Manual Section - Adding a new Section and Kitsets, Products, and/or Quote Lines and entering a "Variation Qty" (positive or negative value)
Editing an existing Plan Section from Visbuild - Adding/Deleting Kitset Icons and/or Quote Lines
Adding a new Plan/Section to Visbuild - Adding a new Plan/Section and Kitsets Icons and/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.
To Edit an existing Manual Section
From an expanded Accepted Manual Section, either:
Edit an Existing Kitset, Product, and/or Quote Line Qty;
1. Press Show to display the hidden Previously used lines
2. Following Pressing Show, to Edit a Previously used line, Press the line’s “More” (3 dots) menu and 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 added will display a "Price" using the current "Cost" and selected "Price Rule Book" for the Variation.
OR
Add a new Kitset, Product, and/or Quote Line;
1. Enter a Kitset/Product Code into the "Search kitsets/products..." field to add a new Kitset/Product
⚠️ NOTE: If you Add 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 the Quantity.
To Add a new Manual Section
Add a new Manual Section and new Kitsets, Products and/or Quote Lines. For more information, see the Help Article: "Quote - Manual Sections (Add - Edit)".
To Edit an Existing Section Plan from Visbuild
Open Visbuild and Add/Delete Kitset Icons, and/or Quote Lines as required to build the Variation.
To Add a new Plan/Section to Visbuild
Add a new Plan/Section and new Kitset Icons and/or Quote lines. For more information, see the Help Article: "Quote - Plan Sections from Visbuild (Add - Edit)".
To Edit a Plan - "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.
The Plan will change and each Kitset Icon/Quote Line/Text Box will remain (maybe not quite in the same locations relative to the new Plan).
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.
⚠️ NOTE: If there are No Kitset/Quote Line Adds/Deletes, give the Variation a Description like "Replace Plan, New Floor Layout Only", then Save, Lock and Accept the Variation. As the Variation is a "$0" Cost Variation, it will not display on future Progress Claims.