A product wizard guides the user through a series of questions and options which configure a copy of a recipe to specific requirements of the job or quote at hand. Each question or option could be entered manually by the user in the recipe calculator but using the wizard makes the process faster and more controlled.
Wizards simply product configuration so that they can be used by clients in a client portal, and with untrained staff reducing the risk that they will make selections that are not suitable for manufacture.
When the wizard is applied to recipe, it updates the values that are used in the calculations that determine the product price. For more complex jobs the user will then manually edit the recipe calculator further [see this link] but in most case running the wizard is sufficient
The following image shows a typical product wizard using all sections available. Section (1) contains the product selection - subsequent sections would not be available until a variations was selected (unless there was one variation only)
- The Recipe Summary - The recipe summary (2) contains questions that determine the basic configuration of the project, including size, descriptions and impositions. The guide to adding questions to the summary is here - [summary]
- The Materials Section - Questions and options relating to materials and outwork costs are shown in (3). Instructions on how to configure this section are available on this page [materials]
- The Operations Section - a list of questions and options relating to processes used in the workflow is shown in section (4). Instructions on how to configure this section are explained on this page [operations]
- The Specifications Section - The specifications section of a recipe contains the list of descriptions shown to the user and available on the jobcard. You can also prompt a user to enter information used on a specific line of the specification. In the case above, the user is prompted to enter notes (5) which will be highlighted on the jobcard.