Hover makes it easy to define product colors while ordering your job materials.
Our color grouping automation saves time during the ordering process by allowing admins 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:
Open the Manage workflows page
Click Color Grouping Rules
On this page, you can view and manage the color grouping rules for your organization (toggle on, off, edit, or delete)
To create a new rule:
Click the button: + Create Rule
Name the rule
Describe / summarize it's function
Under the details heading, use the drop down menu to choose a category of products that should always match. (If you need to add more categories, click the +)
Note: Categories in the dropdown menu will only appear if applicable to the organization. Also, a category can only appear in one rule at a time, so categories already used in previous rules will be filtered out of the dropdown menu for new rules.
When a category is selected, a count of products in that category will appear. Click the products link to bring up a list of all products in the category.
Click Save
After saving the rule, you will be redirected to the main page where the new rule will be listed in an inactive state.
Toggle it 'on' to activate the rule.
Once the rule is active, if a certain color is ever defined for a product from that category in either the Estimator or the Project Scope, the matching logic will run in the background and auto select the same color for the other product(s).
