Selections

A selection puts choices to your client: fittings, finishes, anything where they pick between products. For each item you offer options from your catalogue, the client chooses, and at sign-off the selection goes onto the contract as a single item for its total.

Building one

A selection has a name, a VAT rate, an optional budget and a decision deadline. Inside it are sections, one per category with an optional delivery fee; items within each section, with a quantity; and options on each item, picked from the catalogue. Everything saves as you build — a new selection exists from the moment you name it.

Options can carry a short label, such as Budget or Premium, to say how they differ. A product can only be offered once per item, and archived products stay out of the picker.

Each option starts with the product’s catalogue price and description, and you can change either for this selection alone: open the option and type a different client price to raise or lower your margin, or reword or clear its description. Neither touches the product in your catalogue. Whichever you change stays as you set it when the catalogue changes, while the other keeps following the catalogue; Use it under the price and Use the product’s description under the text put the catalogue values back. A Bespoke product has no catalogue price, so its option’s price stays empty until you enter one.

The summary rail also shows your margin on the products: the lowest and highest the options allow, and the margin of whatever is pencilled in or, once sent, chosen. Each option shows its own margin beside its price, and clicking an option opens it to change its description, client price and label. Items without a cost or price are left out, and the rail says so. Once a signed-off selection has orders on it, the rail adds its margin after orders, so you can see what ordering more than the selection assumed has cost you.

Sending it

Send to client checks the selection is complete — every category has an item, every item a product — and is blocked while any bespoke option is unpriced.

A selection cannot be taken back once sent. There is no revoke; the client can see it and start choosing straight away, and the only way back is to delete the whole selection.

You can still edit an open selection after sending, right up until sign-off or the project completing. Removing an option the client has already picked clears that choice, so re-shape a live selection with care — and because they are already choosing from it, an open selection has to stay complete, so you cannot leave a category empty or an item with nothing to pick.

What your client does

On their portal the client works through a wizard, one step per category and a review step at the end, choosing an option per item. Every choice saves as they click it, so they can come back to it over days, and the deadline shows on the selection, turning amber close to the day and red past it.

What they see of each product is its name — or the client name you gave it — plus its photo, description, price and the option’s label, never your cost, margin or supplier. These are a snapshot taken when the selection last saved, so catalogue changes only reach a sent selection when you next edit it, and never an option whose price or description you changed, and a signed-off selection never moves again. Cost is snapshotted the same way, so a signed-off selection’s margin never moves either.

Submit & sign off is their final step. It shows the total, warns that their choices will be locked, and once confirmed the selection is read-only for good and lands on the Approved tab as one contract item for the whole selection, named after it.

Recording sign-off on the client’s behalf

When the client chooses with you rather than on the portal, you can set their choices from the team side while the selection is open, and once every item has a choice an administrator can use Record sign-off. The confirmation gives the total and states that this records a decision the client gave you outside Navanto.

A recorded sign-off is permanently attributed: your team sees it as made on behalf of the client, and the client sees it on their portal as made on their behalf, with the administrator’s name and the date.

Anyone on the team can delete a selection before sign-off; after it, only an administrator can, and deleting a signed-off selection removes the contract item it created too. Nothing can be deleted once the project completes. A selection whose orders have reached a supplier can’t be deleted either; orders that were never sent are cancelled with it.

Once a selection is signed off you can raise supplier orders from it, grouped by supplier and ready to send.

The project’s Selections list totals the margin achieved across signed-off selections, with a second figure that includes open selections once clients start choosing, and each card shows its own margin. Once a signed-off selection has orders on it, its card and the total use its margin after orders instead; the margin it was signed off at stays on the selection itself.