Estimating

💡These articles explain how to set up Estimate Types and create estimates, how estimates are calculated, and give examples for digital and large format printing.

Articles#

• Estimate Features and Calculations: Describes how estimates handle prices, markups, quantities and descriptions, and the steps used to calculate an estimate.
• Estimate Tutorials: Shows how to add an estimate to a Quotation, complete its tabs, change quantities and impositions, and copy or delete it.
• Estimate Type Example – Digital Printing: Shows an example Estimate Type for digital (A3) printing, with its settings, parts and groups.
• Estimate Type Example – Large Format Printing: Shows an example Estimate Type for large format printing on reels, with its settings, parts and groups.
• Estimate Type Tutorials: Shows how to create an Estimate Type from scratch or by copying, edit it and complete its Parts and Groups tabs.
• Estimate Types Edit View: Describes the buttons, fields and Settings, Parts and Groups tabs used to set up an Estimate Type.
• Estimate Types List View: Describes the buttons and fields of the list of Estimate Types.
• Estimates Interface: Describes the estimate screen in a Quotation: header, Input, Costs, Prices and Description tabs, imposition and summary.
• Multi-level BOM Estimates: Describes the BOM window of Multi-level BOM estimates, its BOM, Costs and Overrides tabs and Create Items, and shows how to build and change the tree.
• Quantity Types Explained: Describes the Quantity Types used in costings and estimates, such as Fixed Qty and Job Qty, with examples.