HOVER has made it easier for you to define the product colors while ordering your job materials!
Our new automation functionality saves time during the ordering process by allowing an admin in a Transform/Direct Ordering organization to automatically define color matching rules for their organization, so that auto color selection can be used on even more products. If a certain project doesn’t require the product colors to match, you can override the automation and manually select the desired colors, instead.
How it works:
For Transform/DO Admins, when they select
Manage workflows, they will now see a new option titled Color Grouping Rules.
When the admin selects
Color Grouping Rules(either the link in the sidebar or the tile) they will be taken to a new page where they can view and manage the color grouping rules for their org. On this page, the admin user can manage existing rules (ie, toggle on and off, edit, and delete).
The admin can also create their own rule by clicking
+ Create Rule. When doing so, they will name the rule, they can describe it, and then select a category(s) of products where the colors always match.
Note: The categories in the dropdown will only be those categories applicable to the organization and a category can only appear in one rule (so categories used in other rules will be filtered out when trying to create a new rule).
When a category is selected, we will show the count of the products in that category assigned to the org. The user can click the products link to bring up a modal showing all the products in that category.
When the user is happy with the rule, they can click
Save, which will take them back to the main page where they will see the new rule in an inactive state. The user can then click the toggle to activate the rule.
Once the rule is active, whenever one of their users defines a color for a product in either the Estimator or the Project Scope, the matching logic will run in the background, and if a match is detected, we will auto select the same color for the other product(s).