House Types

The House Types area lists all Client House Types in the system, providing an overall view and allowing users to manage them.

The House Types table contains multiple columns which display key information for each House Type, as described below.

• Client – The Client column displays the Client associated with each House Type.
• Display Name – Displays the Display Name for each House Type, which is derived from the Display Name field in the Client House Type Details page.
• House Type – Displays the House Type name for each record, which is derived from the House Type field in the Client House Type Details page.
• Specification – Displays the Specification for each House Type, which is derived from the Specification dropdown in the Client House Type Details page.
• Property Type – Displays the Property Type for each House Type, which is derived from the Property Type dropdown in the Client House Type Details page.
• Created Date – Displays the Created Date for each House Type, which is the date the House Type was created in the system.
• Created Time – Displays the Created Time for each House Type, which is the time the House Type was created in the system.

House Types Filters

The House Types area contains multiple filters that allow users to narrow the search and locate specific House Types.

The Client dropdown filter lists all Clients in the system. When a Client is selected, the table is filtered to show only House Types associated with that Client. Selecting a Client also filters the Specification dropdown to display only Specifications linked to the selected Client.

The Specification dropdown filter lists all Specifications in the system. When a Specification is selected, the table is filtered to show only House Types associated with that Specification. Selecting a Specification also filters the Property Type dropdown to display only Property Types linked to the selected Specification.

The Property Type dropdown filter lists all Property Types in the system. When a Property Type is selected, the table is filtered to show only House Types associated with that Property Type.

Viewing House Types

The user can edit an existing House Type by selecting it from the table, which will navigate them to the House Type Details page.

House Type Details

The House Type Details page allows users to enter and manage information for a house type, including the Display Name, House Type, Specification, and Property Type.

The status of the Active checkbox decides whether the House Type will appear for selection within Site House Types, if the box is unchecked the House Type will be hidden from the list. If the ‘Active’ checkbox is deselected but the House Type has already been added at site level, the system will retain the House Type in any sites that have already had it added but it will not allow users to add it to any other sites.

House Type Build Stages

The House Type Build Stages section allows users to Add, Edit, or Delete Build Stages associated with the selected House Type. Users with the relevant System Access permissions can edit a House Type at any time by selecting the desired record from the list table.

This section contains a Quick Search which targets the Name column.

The Build Stages table consists of six columns that provide key information for each Build Stage. An explanation of each column is provided below.

• Name – This is the name of the Build Stage that has been added.
• Lead Supplier – This represents the Supplier that has been selected for the Build Stage.
• Material Cost – This figure represents the total cost of all Materials added to the build stage.
• Labour Cost – This figure represents the total cost of all Labour Items added to the build stage, excluding any labour item uplift.
• Labour Cost (incl. Uplift) – This figure represents the total cost of all labour items added to the build stage, including any applicable labour uplift. The uplift is a percentage defined on the Settings Details page.
• Total (incl. Uplift) – This figure represents the combined total of material costs and labour costs, including any applicable labour uplift.

To add a new Build Stage, the user must enter Edit mode and select the Add Build Stage button located above the top-right corner of the table.

Once selected, the user is directed to the Build Stage Details page, where a build stage can be chosen from a dropdown list pre-populated from the System Build Stages area.

After selecting a Build Stage from the dropdown, an additional dropdown labelled Lead Supplier appears. This dropdown is pre-populated with Suppliers that have been added to the Client in the Clients Suppliers area.

The Lead Supplier for a Build Stage is the Supplier the system defaults to when a user creates a Programme Pre-Order, Pre-Order, Purchase Order or Credit Order for that Build Stage.

Once a Lead Supplier has been selected, an additional dropdown labelled Supplier Branch appears below. This dropdown is pre-populated with Supplier Branches that have been added in the Supplier Branches area. Selection of a Supplier Branch is optional and may be left blank if not required.

Supplier Branches represent subsets of a Supplier. When a Lead Supplier Branch is selected, it is automatically defaulted as the Supplier Branch for the Build Stage when a Purchase Order or Credit Order is created. Supplier Branch is not mandatory, however if one is selected the system will send all Purchase & Credit Order emails for that build stage to the selected Supplier Branch Email Addresses rather than the Lead Supplier Email.

Once the Build Stage setup is complete, it becomes available for the user to begin adding Sub Types, Materials, and Labour Items.

Users with appropriate permissions can delete Build Stages by entering Edit mode within the Build Stage record and selecting the Delete button located in the top-right corner.

Deleted Build Stage records appear highlighted in red within the list table to clearly indicate their status. Only users with Super User permissions can view deleted records. These records can be restored by opening the deleted record and selecting the Restore button located in the top-right corner.

House Type Sub-Types

An optional feature of Build Stages is the use of Sub Types. Sub types effectively act as Build Stages within a Build Stage and can have Materials and Labour Items assigned to them. This allows users to more accurately control and target where orders and submissions are placed.

The Sub-Types section can be accessed by navigating to the sub-tab within the Build Stage record. This area contains a Quick Search which targets the Name column.

Each Build Stage includes a default Sub Type, which automatically shares the same name as the Build Stage itself.

If a Sub Type is manually added to a Build Stage, the system automatically deletes the default Sub Type.

However, if the default Sub Type already has Materials or Labour Items assigned to it, the default Sub Type is retained and the newly added Sub Type is created alongside it.

Users with the relevant System Access permissions can edit a Sub-Type at any time by selecting the desired record from the list table.

To add a new Sub Type, the user must select the Add Sub Type button located above the top-right corner of the table.

The system then directs the user to a new Sub-Type record on the Details page, where the User can specify a Name for the Sub Type and set its Order.

The options in the Name dropdown are sourced from System Sub Types and include all non-deleted Sub Types in the system.

The Order value ranges from 1 to 99 and this determines the position of the Sub Type within the Sub-Types list table, controlling the sequence in which Sub Types are displayed.

Each Sub Type in the list table includes a Download button. Clicking this button downloads an Excel file containing the pricing data for that specific Sub Type.

The Excel file includes details such as Item Names, Make, Code, Category, Quantity, Cost & Total Cost.

Users with appropriate permissions can delete Sub-Types by entering Edit mode within the Sub-Type record and selecting the Delete button located in the top-right corner.

Deleted Sub-Type records appear highlighted in red within the list table to clearly indicate their status. Only users with Super User permissions can view deleted records. These records can be restored by opening the deleted record and selecting the Restore button located in the top-right corner.

House Type Materials

The Materials section displays all Materials associated with the Client and allows users to assign them to the relevant Sub Types. The Materials are associated with the Client either through the System Price Import area or the Materials Availability tab.

This section includes a Quick Search feature that allows users to search for Materials by Name, Make, Code, or Category.

Users can select individual Sub Types within the Build Stages to display the Materials list table for a specific Sub Type. Alternatively, users can select Open All to display the Materials list tables for all Sub Types within the House Type. Selecting Close All hides all Materials list tables for each Sub Type.

A cog icon is located in the bottom-left corner of the Materials table footer. Selecting this icon opens a configuration pop-up containing a series of checkboxes. The Name and Code checkboxes are read only and cannot be edited as these two columns include required information.

The status of these checkboxes determines which columns are shown or hidden within the table, allowing users to customise the view and display only the information they require.

To add a Material to a Sub Type, the user must enter Edit mode. A + icon then appears next to each material in the table.

Selecting the + icon opens a Quantity selection pop-up. Once the desired quantity is entered and OK is selected, the Material is added to the currently selected Sub Type.

If a Material is added to a Sub-Type but does not have an assigned Cost for the selected Lead Supplier, the system will display an asterisk (*) in the Preferred Supplier Cost column and show the message “Some material pricing not found.”

An asterisk will also appear next to the Cost figures for any affected Sub-Type where pricing is missing. This helps users quickly identify which items require pricing to be assigned and resolve any missing cost information.

The list table automatically calculates the Total Cost for added Materials based on the Preferred Supplier. This is calculated by multiplying the Material’s Current Cost by the selected Quantity. If the Cost for a Material is altered the Total Cost would automatically inherit the new cost and re-calculate the total value.

The Preferred Supplier Cost column displays the Current Cost of each Build Stage & Sub-Type, based on the Preferred Supplier.

Users can select the Popout button for a specific Sub Type to open a new browser tab displaying a read-only view of the Materials list table for that Sub Type. This is useful when navigating elsewhere in the system for comparison purposes.

Users can alter the Quantity for a Material at any time by simply changing the value in the Quantity field.

To remove a Material from a Sub Type, the user must enter Edit mode. Upon doing so a – icon then appears next to each Material in the Sub-Types Materials list table.

Selecting the – icon removes the Material from the Sub Type and returns it to the Materials list, making it available for selection again.

Any Materials that are added, removed, or modified at the Client level will cascade down to all Master Site House Types and Plots that are still inheriting from the Client.

If a House Type is set to Site Level, it no longer inherits Materials from the Client. The same applies to Plots that are set to Site Level or Plot Level.

Additionally, if Materials have already been ordered at the Plot level, reducing the Quantity at a higher level will not reduce the Plot Level Quantity below the amount already ordered.

House Type Labour Items

The Labour Items section displays all Labour Items from the System Labour Items area and allows users to assign them to the relevant Sub Types.

This section includes a Quick Search feature that allows users to search for Labour Items by Name & Category.

Users can select individual Sub Types within the Build Stages to display the Labour Items list table for a specific Sub Type. Alternatively, users can select Open All to display the Labour Items list tables for all Sub Types within the House Type. Selecting Close All hides all Labour Items list tables for each Sub Type.

To add a Labour Item to a Sub Type, the user must enter Edit mode. A + icon then appears next to each Labour Item in the table.

Selecting the + icon opens a Quantity selection pop-up. Once the desired quantity is entered and OK is selected, the Labour Item is added to the currently selected Sub Type.

The list table automatically calculates the Total Cost for added Labour Items. This is calculated by multiplying the Labour Item Current Cost by the selected Quantity. If the Cost for a Labour Item is altered the Total Cost would automatically inherit the new cost and re-calculate the total value.

Users can select the Popout button for a specific Sub Type to open a new browser tab displaying a read-only view of the Labour Items list table for that Sub Type. This is useful when navigating elsewhere in the system for comparison purposes.

Users can alter the Quantity for a Labour Item at any time by simply changing the value in the Quantity field.

To remove a Labour Item from a Sub Type, the user must enter Edit mode. Upon doing so a – icon then appears next to each Labour Item in the Sub-Types Labour Item list table.

Selecting the – icon removes the Labour Item from the Sub Type and returns it to the Labour Item list, making it available for selection again.

Any Labour Items that are added, removed, or modified at the Client level will cascade down to all Master Site House Types and Plots that are still inheriting from the Client.

If a House Type is set to Site Level, it no longer inherits Labour Items from the Client. The same applies to Plots that are set to Site Level or Plot Level.

Additionally, if Labour Items has already had a Work Submission made against it at the Plot level, reducing the quantity at a higher level will not reduce the plot-level quantity below the amount already submitted.

House Type Import

The Import section allows users to extract an Import Template which will contain each Build Stage, Sub-Type, Material & Labour Item on the House Type, this will also contain their Code, Make & Quantity. The user will then be able to add, remove, or alter the quantity for these and re-import the template, applying the changes to the House Type.

The user is able to download the template by selecting the Download Import Template button, the system extracts a CSV file which contains the relevant information.

If multiple of the same Sub-Type exists on the same Build Stage, when the House Type Import is performed the system will reject the import and show an error message which informs the user that there’s multiple of the same Sub-Type on a Build Stage.

If the user uploads the wrong file by mistake, they can select the Clear button which will reset the Import File field to its default state.

Any Build Stages, Sub-Types, Materials, or Labour Items added via the House Type import must already exist within the system. If an invalid Build Stage, Sub-Type, Material, or Labour Item is included in the upload, the system rejects the import and identifies the location of the error within the CSV file.

Upon successfully importing the template all the changes will be applied to the relevant items.