Simplify Custom Product Specs

Use Programa’s ‘Hidden’ Status
Programa
Programa
Updated: 25 October 2024
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The ‘Hidden’ functionality in Programa is an essential tool for managing complex custom products and simplifying schedules for clients. This feature gives you full control over how much detail you share with your clients, allowing you to hide specific components of a product while keeping the overall line item visible for approval, invoicing, or purchase orders. Whether you’re working on custom furniture or assembling a detailed product, the ‘Hidden’ status streamlines communication and presentation with your clients, without compromising internal details.

Plain Product Display

What is the ‘Hidden’ Status?

The ‘Hidden’ status allows you to create multiple components for a single product without showing all the detailed breakdowns to your client. This is particularly useful when you need to manage:

  • Custom Products: Break down the materials, labor, and components for a custom item, but only show the total cost to your client.
  • Quote Comparisons: Hide alternate quotes or drafts from client-facing schedules to present a more polished view.
  • Internal Documentation: Keep all technical details or drafts hidden while allowing the client to see only the finalized product.

Use Case: Building a Custom Product

Let’s say you’re designing a Custom Armchair. The chair may have various components—such as fabrics for different sections, frame materials, and labor costs. Here’s how to handle it in Programa:

 

  1. Create the Main Product:
    First, set up the main product in your schedule, like the Custom Wingback Chair. Include the primary specifications—dimensions, materials, finishes, etc.—and add a visual (sketch, 3D image, etc.).
  2. Add Components:
    Now, create individual line items for each component of the product:
    1. Frame: Note the frame material and finish.
    2. Labor: Add assembly and labor costs.
    3. Fabrics: Specify the fabric for the seat, back, and panels.
  3. Use ‘Hidden’ Status:
    Once all components are added, mark them as Hidden. This ensures that your client will only see the main Custom Wingback Chair line item when you share the schedule. All the detailed components are still tracked internally but are invisible to the client.
  4. Approval and Sharing:
    Share the schedule with your client using Client Dashboard. They will only see the top-level product (the Custom Wingback Chair), with the total cost and relevant details. They can approve or reject this single item, making the process more straightforward for them.
Product Financials

Simplifying Financials with Hidden Status

By using the ‘Hidden’ functionality, you can also streamline your financials. Here’s how:

  • Invoice with Ease: When invoicing a client, the ‘Hidden’ components remain invisible. The client sees only the total cost of the product, simplifying billing.
  • Purchase Orders: When placing a purchase order, all hidden components (such as specific fabrics, labor, or assembly fees) will still be included in the PO, ensuring no detail is missed during manufacturing or sourcing.
Product Details Tray

Reusing and Grouping Components

One of the key flexibilities of the ‘Hidden’ status is that it allows you to group components without embedding them in the main product. These components can be saved to the Product Library for future use, allowing you to:

  • Reuse Custom Items: Save frequently used items (like labor costs or materials) to the library, and apply them across different projects without recreating them each time.
  • Flexible Spec Management: Copy and reuse hidden items across multiple specs within the same project, giving you more flexibility in managing your products.
Plain

Invoice

Invoicing with 'Hidden' Status applied

Programa’s ‘Hidden’ functionality provides designers with the tools to manage complex products efficiently while presenting a polished, simplified view to clients. Whether you’re working on custom furniture, sending quotes, or managing schedules, this feature ensures that internal details remain confidential while clients get a clear, easy-to-approve version of the final product.

Table of contents
  1. The Issue
  2. The Solution
  3. The Result
  4. Interior Design & Architecture Software For Professional Interior Designers & Architects
  5. Introduction to Programa
  6. Getting Started Dashboard
  7. Schedules
  8. Client Dashboard
  9. Web Clipper
  10. Pinboards
  11. Project Management
  12. Address Book
  13. Invoicing
    1. Getting Started with Shared Invoices
    2. Real-World Applications for Designers and Architects
    3. Key Benefits of the Shared Invoices Update
  14. Why These Events Matter More Than Ever
  15. Where Innovation Meets Implementation In The States
  16. European Design Destinations: Where Dreams Take Shape
  17. Maximizing Your Event Experience
  18. Making It All Work Together
    1. Information about how Programa handles your data
    2. Introduction
    3. Our Values<br />
    4. Why we process your information
    5. <br />Your rights over your information
    6. Where we transfer your information<br />
    7. How long do we retain your information
    8. Our use of advanced technologies<br />
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    25. United States Regional Privacy Notice
    26. What information we collect and share about you
    27. Why we collect and share your Personal Information
    28. Sources of Personal Information
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    30. What is a Spec Sheet?
    31. The Power of Programa
    32. Flexible Design Features
    33. Ease of Use
    34. Cost Savings
    35. Increased Productivity
      1. How It Works
      2. Viewing Your Schedule
      3. Approving Products
      4. The Benefits of the Client Dashboard
      5. <strong>Tyler Aspen Edmonds is a Melbourne-based Interior Stylist with a flair for creating cohesive, bold, and dramatic spaces for his clients. </strong>
      6. <strong>We spoke with Tyler about his recent project in Toorak, Melbourne.</strong>
    36. 2022
    37. 2023
    38. Purchase Orders
    39. What’s next?
    40. Interior Design Software For Professional Interior Designers
      1. Programa Interior Design Software: A Comprehensive Project Management and Collaboration Solution for Architects and Interior Designers
      2. User-friendly Interface and Tools for Seamless Project Management
  19. Streamlining the A&D industry – it’s about time.
  20. Recognized for Excellence in Design Software.
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  25. <strong>09 April 2024</strong>
    1. Information about the Programa In App Payment Services
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    3. Getting a Payments Services Account
    4. Processing Card Transactions and Receiving Your Funds
    5. <strong>Termination and Other General Legal Terms</strong>
    6. <strong>Contact Support</strong>
  26. <strong>Principles for when you use the Services</strong>
  27. <strong>Implications for violating the User Guidelines</strong>
  28. <strong>Dangerous Content</strong>
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  31. <strong>Illegal Content</strong>
    1. Why we have User Guidelines
    2. User Guidelines for what is strictly prohibited
    3. Rules for user-generated content
    4. How can I report an issue or get support?
    5. Key Benefits:
      1. What is the ‘Hidden’ Status?
      2. Use Case: Building a Custom Product
      3. Simplifying Financials with Hidden Status
      4. Reusing and Grouping Components
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Programa’s ‘Hidden’ status is a game-changer for interior designers managing complex custom products. This feature allows you to break down components—like materials, labor, and custom details—without cluttering client-facing schedules. Designers can create and hide individual product components, simplifying the client’s view while maintaining full control over internal documentation.

This feature is perfect for those working on custom furniture, intricate product builds, or anything requiring multiple components. With Programa, you can easily manage your schedules and client communication in one platform, ensuring clarity and efficiency in every project.