This article walks through how to configure material colors and options that your organization routinely sells and orders. If you're part of a Transform or Digital Ordering organization, only your Hover admins will have the ability to set this up. However, if all user roles in a Material List organization will have the ability to make the following configurations.
Open the Materials page
Click Manage workflows in the drop-down menu from the top right corner of your Hover account
Click Materials from the left-side menu
Note: The default state for the Materials page is variants filtering disabled. If you see this, it just means your organization has not yet opted-in to "variant filtering", and you will see all variants in the Project Scope.
Enable or disable variations
You can enable or disable variations for all materials or just a subset of materials.
To do this:
Click the top level checkbox
The option to Enable All Variations / Disable All Variations appears
By clicking Enable All Variations, you will see X of X variants enabled (ex. “6 of 6”)
Disabling All Variations will result in 0 of X variants enabled (ex. “0 of 6”)
You can also deselect a subset of items before clicking on Enable All Variations / Disable All Variations, so the action will only apply to the selected items.
Edit variants
Click into any material line item to see the number of enabled and disabled variants for that item.
Click Enable Variants
This will pull up a new screen where selections can be made based on which variants are routinely offered and/or ordered by the org.
Select the variants you want available in the Project Scope, then click Save.
In the example below, only Appalachian Sky will show up in the Project Scope when placing an order for Timberline HDZ Shingles:
Once you’ve configured all material item variations, enable the feature (opt-in) by clicking Enable variants filtering.
If a material order list has been initiated in the Project Scope, and a user then disables a variant already selected in that material order, the item variation will be re-labeled as “unavailable” in the Project Scope.
The text only serves as a warning - you may still proceed to order even if selected variations are “unavailable”.
As a second warning, the following text will appear next to the Order Now button: “some colors are unavailable; select from available colors”.
Adding missing variations:
If you see that a material variant is missing, please contact your assigned Hover Technical Onboarding Specialist to get the variant added into the system.
Disabling variant filtering:
Once material variant filtering is enabled for your org, if you want to opt out of variant filtering, please contact your Hover Technical Onboarding Specialist to process the request.