Selection Scenarios: Selections are done at a vendor


Many times clients will go to a vendor to make certain selections, such as kitchen cabinets, plumbing fixtures, and lighting fixtures. There are many individual selections that are made in these visits, which the vendor will usually consolidate on a list and provide to you.

In this case, there is no need to type all of those individual selection items into Co-construct. Instead, you can treat a selection item as a summary item, calling it "Plumbing Fixtures" or "Cabinets and Countertops." Create a single predefined selection option with a name like "Per order sheet from Bob’s Plumbing World," along with the total price for all of the fixtures selected. You can then attach the scanned quote directly to the selection item from the "Edit" page.

In the end, the client will still have full access to all of their selection information. Your client will simply sign off by choosing to use the order provided by the vendor, and the expenses page will show the correct total price – all with you having to enter only one selection item.

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