WATCH THE FUN VIDEO HERE or read the article below, your choice!
Head on over to INSTALLS from the Settings Page.
We have pre-loaded all of the default Install settings for you here. You can see there are a lot. We have gone ahead and toggled them all on for you to start. But you will want to sort through them and be sure to toglle off any you don't plan to offer. Notice their are separate toggles for offering the install on either the platform and/or the website.
Layout
First, notice that clicking the drop-down arrow under the name, the drop-down displays all of the categories that specific install will apply to.
This breaks it down to sub and even detail category so you can be very specific in what products the install will be offered and you have complete control.
Before we get to sorting, notice the layout of the page.We have the install name:
This is the name of your install, it will be displayed this way for your salespeople to choose from the system or your customers directly from the website so make sure it is listed the way you want.
We have the description:
This is the full install description, it defines everything the install will entail. This is not the place to hold back on details. Be clear and upfront about exactly what is going to happen.
We have the price
This is the price of the install
We have toggles to determine where the install will be offered:
Platform
Website
Both or neither
As normal, you are able to use the edit pencil to the right to edit any of these details, and you have the option to archive any of the installs.
When an install is archived it is moved from the Active tab to the archive view. You can switch tabs att he top under the manage installs title.
Sorting Your Installs List ViewThere are various ways to filter down your results so that you can easily access a group of installs that you might want to view or edit at once.
You can use the category search drop-down to select a category, next you would break that down further by selecting from the detail category drop-down.
After results are populated, you can also use the free search to the left to narrow those results even further.
You can also start with the free search : Notice how this search was pretty loose and therefore resulted in a mixed bag of options without any additional filters.
At this point, you can always narrow down your results by utilizing the category filters.
You can reset the filter at any time by selecting reset filter.CREATE A NEW INSTALL
To create an install that is not already listed, simply select the create a new install button to the top right of the page.
Begin by entering your Install Name, description, and price.
Brands
The default will be for each install to apply to ALL brands. This is where you can narrow down certain installs to only apply to specific brands if you like.
Categories
Now we get down to exactly which categories you want this install displayed for. Remember, if an appliance does not fit into one of your selections here, it will not be an option to add the install. So make sure you cover all of your categories.
Add as many categories that you need to get it all lined out properly.
YOU HAVE SUCCESSFULLY CONFIGURED YOUR INSTALL SETTINGS!!