Review Incorrect Setup Products

Incorrectly configured products will NOT show when selecting products in the survey. If you cannot see the product when attempting to select it within the survey there is likely a problem with the configuration. To assist in identifying incorrectly configured products the Configurator will highlight all incorrectly configured products.

Click on the errors tab. This will highlight all the products that are NOT configured correctly.

The configurator will also inform you of the error preventing the product from being selected.

The tree view will also show you if the product is configured incorrectly.

User Management (Create and Manage Users)

Overview of Product Management

Creating and Managing Suppliers

Create a Flooring Type

Create a Product Range

Create a Product

Review Incorrect Setup Products

Creating an Account

Alternatively, you can create a Job from the Kanban (“Walk In” or “On-Site Survey”)

Create a Job Survey/Order (Measure Up)

Create the order (Adding rooms and products)

Create the Quote > Send the quote > acknowledge the quote!

Customer Quote Acceptance

Book a Fitting

Inform the Fitter

Close Job

Review Incorrect Setup Products