Master Models and Options

The first step to setting up the Sales Pricing module is to set up the master models, base plans and options. Master models, base plans and options can be set up using assemblies from a Sage Timberline® Office Estimating database and/or template estimates. Sales Pricing keeps track of whether a base plan or option is associated with an assembly, or estimate and uses the respective item detail when calculating costs. 

If the client is using template estimates, each model and option must be associated with a unique template estimate. A template estimate cannot contain more than one model or option. However, one template estimate may be used for an entire custom home, as long as options are not broken out separately within the estimate.

To open the Master Models/Options screen:

• From the Sales Pricing menu, select Master Models/Options, or click the   icon in the Sales Pricing toolbar to open the Master Models/Options screen.

No models or options display when the Master Models/Options screen is initially opened. These fields are populated when models, base plans and options are imported from Sage Timberline® Office Estimating assemblies during the replication process. Custom models from template estimates can also be imported to the Master Models/Options screen.

Importing models/options from Sage Timberline® Office Estimating

Models and options can be imported from the Sage Timberline® Office Estimating database by running the Replicate Estimating process. This process creates an exact copy of the models, options, material classes and items.

To import models/options:  

• From the Integration menu, selectTimberline Estimating > Replicate Estimating.   

All models (including all related options) in Sage Timberline® Office Estimating that contain a base house (as designated in WMS Timberline Estimating), import into the Master Models/Option screen.

For more information about the Replicate Estimating process, please refer to  Replicate - Estimating  Database and Overview of Replication Timberline Estimating Database.

For more information on setting up the Sage Timberline® Office Estimating database in order to perform this replication process, please refer to Preparing for Sales Pricing.

Making Options Global

To assign options as global:

1. From the Sales Pricing menu, select Master Models/Options. In the Scope column for the option, select Global.

When an option is made global, it will appear in all models across the division. In the Models/Options by Community screen, if the global option is not already there, drag and drop the global option into the community in which it is offered to automatically add it to all current and future models in that community.

Add Models/Base Plan/Options

New models can be added, along with associated base plans. Custom options may also be added.

To add a new model:

1. In theMaster Models/Options screen right-click on All Models.

2. Select Add Model from the drop-down menu. 

The Add Model screen appears.

3. Type the new model number in the Model Code field.

4. Type the description of the new model in the Model Description field.

5. Click OK to add the new model.
   
   The new model may require completion of additional detail information. For explanations, please see the section Detail Columns Plans/Options. Review the information entered carefully, as it dictates the plan for each community to which that model is assigned. 

6. To save the new model, click Save, or click to discard changes.

To add a base plan from an estimate to new model or entire house*:

*(If contained in one custom home assembly)

1. Within the Master Models/Options screen, right-click the new group model.
   
   
    

2. Select Add Base Plan from the drop-down menu (this option only exists for new group models).

3. Type the new base plan number in the Plan Code field.

4. Enter the Plan Description for the new base plan.

5. Select the Associated Estimate Browse  icon to open the Select Estimate window.   
   
   
    

6. Double-click on the appropriate Sage Timberline® Office Estimating estimate file.

7. Click OK in the Add Base Plan window to add the new plan.
   
   
    

8. In the Master Models/Options screen, click the Plan Type column to select a default Plan Type from the drop-down menu, if desired.

9. Click to Save the base plan, or click to Cancel the changes.

Once the new base plan is saved, complete the detail columns as needed. For explanations, please see the section Detail Columns Plans/Options. Review the information entered carefully, as it dictates the plan for each community to which that model is assigned. 

To add a custom option* to a custom/standard model:

*(With estimate)

1. Right-click on the specific model (custom or standard) in the Description column.

2. Select Add Option from the drop-down menu to open the Add Option window.

3. Enter the new option number in the Option Code field.

4. Type the description of the new option in the Option Description field.

5. Click the Browse icon, to open the Select Estimate window.

6. Double-click on the appropriate Sage Timberline® Office Estimating estimate file.

7. Click to Save the custom option, or click to Cancel it.

Once the new base plan is saved modify complete the details columns as needed. Review this information carefully, as it follows the plan to each community it is assigned to. In particular, all global options must be designated as such in the Scope column.

To edit models/options:

1. Based on the procedure outlined in the section Detail Columns Plans/Options, enter the appropriate information in the field or select the appropriate information from the drop-down menu within the field.

2. Save orCancel the changes.

To force an update to the sales center:

Users can use this feature to quickly send updates for one or more options (global, or non-global) to the sales update log so the option is sent to the sales center upon the next send process. This feature can be used in either the Master Models/Options screen, or in the Models/Options by Community screen.

1. From the Models/Options screen, highlight the option(s) to update in the sales center.

2. Click the   button.
   Or,
   Right-click on the highlighted option(s) and select Force Update to Sales Center.
   Or,
   Click the Models/Options drop-down menu and select Force Update to Sales Center.

The option data will be communicated to the sales center during the next Send to Sales Center.
 

To delete models/options:

1. To delete a model or an option, right-click the model or option, then select Delete Model/Option from the menu.

2. Click Yes to confirm the deletion.

3. Click Save to save changes, or to cancel the changes.

Related Topics:

Models and Options

Detail Columns Plans/Options

Setting up Community Models and Options

Detail Columns by Community