Option Types

Option types are an additional classification and sorting method that can be used to distinguish different groups of options. Option types are often designated as Design Center and Sales Center. Some builders may set up option types as Kitchen, 3-car garage, or Master Bedroom.  Each option is assigned an option type in the Master Models/Options screen. It is advised to set up option types, then do not delete or remove them, since the types are sent and used in the sales center software (if the company integrates WMS with one).

 

To open the Option Types screen:

From the Sales Pricing menu select Option Types, or click on the icon in the Sales Pricing toolbar.

 

 

 

To add option types:

  1. From the Option Types menu, select New Option Type, or click on the   New Option Type icon in the toolbar.

 

 

The Option Type screen displays.

 

 

  1. Enter the option type Code (up to 10 Alpha-numeric characters).

  2. Enter the Description for the option.

  3. Click the OK button at the bottom of the screen.

  4. Click the Save button to save changes, or click the Cancel button to cancel changes.

 

To edit option types:

  1. To edit an existing option type, double-click on the Option Type to be modified. Be cautious about changing the option types, as the types are also used in the sales center software if the company integrates WMS with one.

 

 

  1. Click in the Code or Description field and make the desired changes, then click the OK button. Changes are automatically pushed to the Master Model/Options screen and the Models/Options by Community screen.

  2. Click the Save button to save changes, or click to cancel the changes.

 

To refresh the option types screen:

Click the    Refresh Data icon to update all changes made to the Option Types database.

 

To delete option types:

  1. Click on the Option Type to be deleted. (It is not recommended to delete types that are in use, especially if that type has been set up in the sales center software.)

  2. From the Option Types menu, select Delete Selected Option Types.

 

 

Or, click on the Delete Selected Option Types icon in the toolbar.

  1. Click Yes in the confirmation screen, or click No to cancel.
     

Related Topics:

Introduction to Sales Pricing

Open the Sales Pricing Module

Preparing for Sales Pricing

Setting up Plan Types

Setting up Option Categories

Setting Up Cutoff Phases

Models and Options

Sales Price Worksheets

Sending to Sales Center

Approving Sales Contracts