The document outlines the functionality of a software for managing various aspects of homebuyer interactions, including category selection, order processing, wish lists, and custom requests, all managed through a structured interface. Users can sort, filter, and compare options, view diagrams and placement details, as well as manage deposits and incentives. Additional features include reporting, history tracking, and the ability to design customized requests and scenarios.

1. STUDIO CHATEAU DATE:-
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Development
module
Marketing
info screen
New
Marketing
Stub
Enter the
information
as required
Click on
the Save
button

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CATALOG SCREEN

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• In this screen we can see all the categories , in categories
choices of that particular category and in choices, options of
that particular choice for a particular lot.
• The user can choose the category by either clicking on the left
side Catalog sub menu or clicking on the picture of that
category.
• The user can see these buttons which means that particular
category is hidden from homebuyer or designer. It means whenever
the user logins with buyer role or designer role, he cannot see
that particular category.

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The user can :-
1)sort the categories either by name or cutoff or default.
2)filter the categories by stage
3)filter the categories by upcoming cutoff
4)Print the option list
a)By stage
b)Alphabetically

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After the user selects the category, choice in the particular
category and option in the particular choice, the user would
be able to see the image and description of the particular
option
The user can enter the quantity, price, location, color, style
of his choice.
The user can compare the option by clicking on compare
checkbox

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After the user selects the category, choice in the particular
category and option in the particular choice, the user would
be able to see the image and description of the particular
option
The user can enter the quantity, price, location, color, style
of his choice.
The user can compare the option by clicking on compare
checkbox

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If the user wants to order the option then he can click on
order button
If the user wants to wish the option then he can click on wish
button

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to approve the order or wish,, back office --> history,
approve,submit
to release the order --> history --> release orders

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DIAGRAMS SCREEN

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• In this screen the user can see placement diagram
according to the floor plan we choose in the drop
down.
• The user can select the floor plan of his choice by
choosing the particular floor plan in the dropdown.

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There are 4 tabs in this screen, they are:-
1)Orders:- The user can order the placement diagram of his
choice.
2)Wish:- The user can wish the placement diagram of his
choice.
3)Instructions:- This tab contains the guidelines for the
user.
4)Lot documents:- This is a lot specific tab and we can see
all the documents present in the particular lot .

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The user can select category and choice of that category of
his choice and can see the floor plan diagram of the
respective category and choice.
LEGEND:- Pictorial representation to provide information
about the diagram.
The user can insert a legend by dragging that legend to the
required place in the placement diagram.
The user can remove a legend by dragging that legend from
placement diagram to outside.

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Whenever the user clicks on a legend, the information of that
legend will get highlighted, and he can see the description
of that respective legend.
The user can save the placement diagram by clicking on Save
order/Save wish option in the Save order/Save wish drop down.
If the user makes any changes in the placement diagram and
wants to cancel those changes, then he can do it by clicking
on the Cancel button in the Save order/Save wish drop down.

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If the user want to print the placement diagram of the chosen
category and choice, he should click on Print Preview
button.
If the user want to print the placement diagram without
legends, he should click on Print Diagram button.
If the user want to print the placement diagram of all the
categories and choices then he should click on Print All
button.
The user can change the view of legends side bar by clicking

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This is a lot specific tab and we can see all the documents
present in the particular lot .

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VIEW ORDERS SCREEN

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All the options that are ordered by the user in the catalog
and all the custom requests that are ordered are visible in
this screen.
The user can sort according to the property such as
Category, Option, Date, Price, Stage wise and Total by
clicking on the respective button.

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If the user wants to:
Edit:- He can click on the edit logo and edit the required
details of the particular option .
Delete:- He can click on the delete logo and edit the
required details of the particular option .

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If the user wants to update an option as a preplot, then he
should click on the Preplot checkbox and click on Update
Preplot information.
If the user wants all the ordered options as a report, he can
click on Orders Report dropdown and can either order the
report :
a) List Wise
b) Grid Wise

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WISH LIST SCREEN

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All the options and custom requests that are wished by the
user in the catalog are visible in this screen.
If the user wants to order one or more wish list he can
select the respective wishes and click on order selected
wishes button.
If the user wants to delete one or more wish list he can
select the respective wishes and click on delete selected
wishes button.
FREEZE:

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If the user wants to see a report of all the options in the
wish list he should select the wish list report button.
If the user wants to delete one or more wish list he can
select the respective wishes and click on delete selected
wishes button.

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EXPIRED WISHES

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EXPIRED WISHES

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SCENARIOS SCREEN

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First we need to add a room by clicking on add room button.
we can create a scenario by clicking on "+" button.
We can create a custom request for that particular scenario
and the particular room

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We can choose the package by selecting in the package
dropdown
We can also select the required category, choice and option
and click on select option

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DEPOSITS SCREEN

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Deposit is the amount that homebuyer would invest in before
buying the lot.
If we want to add any deposit, we can add it by clicking on
the New Deposit button, enter the required details and click
on save button.
If we want to edit the deposit we added, click on the edit
button and edit the details.

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Incentive is the amount that builder offers the homebuyer
If we want to add any incentive, we can add it by clicking on
the New IPP button, enter the required details and click on
save button.
We can also see the summary of the amount.

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LOTS UNITS SCREEN

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Lot units contains 3 sections:-
a) Lot info
b) Home Buyer info
c) User info
Lot info section contains info about the particular lot.
Homebuyer info sections contains info about the homebuyer.
User info section contains info about the user

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We can search the information by either selecting the buyer
name,Email or address
By clicking on the save button, the changes will be saved.
We can view the BOA report by clicking on the buyer option
agreement button.

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DISABLE CATALOG BUTTON

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We can also see the disclaimers document by clicking on the
particular disclaimers.

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REPORTS TO PRINT SCREEN

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Reports to Print screen has 4 tabs.
1) Submit
2) Homebuyer Paperwork
3) Send via Docusign
4) DocuSign History

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CUSTOM REQUESTS SCREEN

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The user can see all the custom requests that were ordered by
the user.
To edit an existing custom request he should click on the edit
logo button and can change the necessary details.
The user can also order a custom request of his choice in this
screen by clicking on New Custom Request button.
The user can see the order summary of the custom requests.

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FIND OPTION SCREEN

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The user can search the respective option present in the
catalog by either :
1) Entering the whole option code and click on find button.
2) Entering keywords and click on find button
3) Search by category and click on find button

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BROWSE CATALOG SCREEN

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Browse Catalog is a Plan Specific Screen.
In this screen, the user can only view the options but cannot
order or wish the options.

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ROOM DESIGNER SCREEN

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The user can the design the room by adding paint colors as per
his choice by clicking on the respective room.

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SURFACE DIAGRAM SCREEN

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The user can the design the room by adding paint colors as per
his choice by clicking on the respective room.

50. Primary goals
Annual revenue growth

51. Thank you
Mirjam Nilsson
mirjam@contoso.com
www.contoso.com