In this article, we show you how to configure the material colors and options that your organization routinely sells and orders. If you're part of a Transform or DO org, only your org admins will have the ability to do this. However, all user roles in a Material List org will have the ability to make these configurations.
To get started, click Manage workflows in the drop-down menu and then choose Materials
The default state for the Materials page is variants filtering disabled. If you see this, it just means your org has not yet opted-in to "variant filtering", and you will see all variants in the Production Portal.
Enable or disable variations
You may 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 Production Portal, then click Save.
In the example below, only Black Granite will show up in the Production Portal when placing an order for Belmont 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 Production Portal, and a user then disables a variant already selected in that material order, the item variation will be re-labeled as “unavailable” in the Production Portal.
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.