6. Decor/Design Center Training Guide - Version 2 Home | Full Training Guide    
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6.1 Getting Started
A complete overview of the Decor/Design Center module and its applications.


Application Purpose
Approve Option Selections Purpose of application is to approve or reject standard and miscellaneous options previously added to the lot via Maintain Option Selection application.
Maintain Decor Drawings Purpose of application is to add adjustments, options and other miscellaneous comments to floor plan images. For example, you can specify that option AP1FRG will appear in the kitchen's right corner. Prior to using this application, however, you must upload floor plan images via Maintain Baseplans or Maintain Baseplan Images application.
Maintain Decor Keyword Groups Purpose of application is to set up new or update existing keyword groups.
Maintain Decor Keywords Purpose of application is to set up new or update existing keywords.
Maintain Deposit Change Reasons Purpose of application is to review/update existing reasons for changing a deposit or create new ones (e.g. NSF).
Maintain Deposit Credit Card Types (Corporate) Purpose of application is to review/update existing credit card types or create new ones (e.g. VISA, Master Card).
Maintain Deposit Credit Card Types (Division) Purpose of application is to activate/deactivate credit card types for a given division. Credit card types are initially set up at the corporate level. For details, see Maintain Deposit Credit Card Types (Corporate) section of this training guide.
Maintain Deposit Methods (Corporate) Purpose of application is to review/update existing deposit methods or create new ones (e.g. cash, money order).
Maintain Deposit Methods (Division) Purpose of application is to activate/deactivate deposit methods for a given division. Methods of deposits are initially set up at the corporate level. For details, see Maintain Deposit Methods (Corporate) section of this training guide.
Maintain Deposits Purpose of application is to enter new or overwrite existing deposits that were entered via Maintain Purchaser Agreements, Do Deal Analysis and Maintain Option Selection applications. For example, you can cancel a deposit and add a reason for cancellation or you can modify the deposit amount.
Maintain Deposit Source Type Categories (Corporate) Purpose of application is to create or update categories for source types. All source types are predefined and each category can be overridden at the divisional level in Maintain Deposit Source Type Categories (Division) application.
Maintain Deposit Source Type Categories (Division) Purpose of application is to customize and revise deposit source type categories, which are initially set up at a corporate level in Maintain Deposit Source Type Categories (Corporate) application. For example, you can change the category's status, name or display order. Once set up, these categories are then utilized in Maintain Purchaser Agreements and Do Deal Analysis applications. For details, see Sales Office training guide.
Maintain Deposit Status Types Purpose of application is to review/update existing deposit status types or create new ones (e.g. pending, cancelled).
Maintain Lot Design Center Information With the help of this application, decor representatives can transition a lot to the next construction stage, specify when various selections were made (e.g. kitchen, color), assign themselves as representatives for the lot and set up appointments.
Maintain Option Selection Allows the user to add/update miscellaneous and standard lot options (e.g. a Jacuzzi as bathroom upgrade) and run reports to see which options have been added/updated on a given date. NOTE: Miscellaneous options can only be added in Template mode, as well as, item rule selection (e.g. color of kitchen tiles).
Maintain Room Sketch Divisions Purpose of application is to assign the room sketch to a specific room in a division.
Maintain Room Sketches Purpose of application is to upload new room sketches or update existing ones.
Maintain Room Sketch Segment Types Purpose of application is to review/update existing segment types or create new ones (e.g. Hardwood Flooring).
Maintain Room Sketch Usages Purpose of application is to assign a room sketch to a specific baseplan, construction type and/or project.
Maintain Option Template Major Sections Purpose of application is ...
View Change Orders A summary report of all change orders for a given project, lot, offer, etc. Template can be created from report and saved for easy future access.
View Lot Information Purpose of the report is for the decor representatives to see in a quick summary lot information (e.g. lot status, closing date). Templates can be created from reports and saved for easy future access.
View Lot Option Forms This report gives users the ability to look at option forms, such as Change Orders, Rule forms (e.g. color/style selection sheets). The purpose of the functionality is to allow those who should not be able to change options/forms still be able to see them. NOTE: Supers have different viewing and printing capabilities when compared to regular users.
View Option Selection Report A summary report of all standard and miscellaneous options selected and approved for a given lot.
View Option Usage Purpose of the report is to see how many times an option has been sold/used in a project, floorplan or elevation. Templates can be created from reports and saved for easy future access.
View Outstanding Deposits Purpose of the report is to view outstanding deposits. Templates can be created from reports and saved for easy future access.
View Rule Selection Usage Purpose of the report is to see how many times an item rule has been sold/used in a project/lot. Templates can be created from reports and saved for easy future access. NOTE: Supers cannot see option costs.
Updated November 14, 2013