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Framework Colour Selection is used to capture the product selection information from a colour selection appointment , and enter that information directly into Framework ECM, replacing manual record-keeping and handwritten paperwork. The client's selections can then be generated as a printed document for approval.
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Colour Selection covers two screens:
Colour Selection: Used to view and edit a job's colour selection documents.
Colour Selection History: Used to view a history of Colour Selection documents that have been created for a job. The information in each of the documents can be viewed, along with their status and approval dates.
Specification Versus Colour Selection
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Any items that have already had selections made will be overwritten with the copied selection. |
From the Colour Selection list, select a specification item.
Click Copy. The Confirm Copy Selected Item confirmation prompt will appear.
Click Yes to copy the selected item to all items underneath with the same profile.
Drag And Drop Feature
Selections made for colour selection items that have a common profile as one that has been previously entered can be duplicated by using drag and drop functionality. This feature is designed to populate rows in which individual items use the same profile.
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Users can only drop an item on a row in the list if it has the same profile as the one from which the user is dragging (the source row). An indicator on the drag and drop icon will show whether an item may be dropped into the destination row. A green tick means Yes and a red cross means No. |
From the Colour Selection list, select a specification item.
Press and hold the left mouse button.
Keeping the left button depressed, move the mouse pointer to the destination row (ensure the drag icon has a green tick).
Release the mouse button. The item selection will be duplicated with the new item.