Estimate Type Tutorials

In QuickEasy BOS, the first step in estimating is to create an Estimate Type.

Estimate Types define the structure of an estimate and limit the components and items that can be used in it.

Items can be used for estimating if Attributes are added to them and the attribute fields are complete. The items must also have the categories that the Estimate Type specifies.

💡These tutorials explain how to create an Estimate Type from scratch or by copying, edit it and complete its Parts and Groups tabs.

Navigation Example

Main Menu > Setup > Estimate Types

How to Create an Estimate Type From Scratch

Note

Before you create Estimate Types for the first time, you must create their statuses: Menu (button) > Edit Statuses. Without statuses, New (button) shows the message “Invalid Setting Status. See Menu button > Settings > Edit Statuses.”.

  1. Navigate to Estimate Types.
  2. Click New (button).
  3. Description = Enter a description for the Estimate Type.
  4. Menu Group = Enter a name for a Menu Group (optional; it lets you sort the list of Estimate Types).
  5. Model = Select Standard or Multi-level BOM from the dropdown list. See Multi-level BOM Estimates.
    • Note: The Model cannot be changed once the Estimate Type is used on estimates.
  6. On the Settings tab, click Settings (button) next to Add.
  7. Click the settings you want to add and click Add/Update (button). The options are:
    • General > Default MU% = Enter the default markup you want to apply.
      • Note: This markup is added to the item’s adjustment as per the Attribute settings. If items have different markups, set the markup on the item’s Attribute settings (adjustment field) and leave this field blank. It is advisable to add a default markup by product or Estimate Type, and then add an adjustment percentage (Adj%) as a discount.
    • General > Enable Groups: Checkbox. If checked, you can create Groups and select a category for each group on the Groups tab.
    • General > Enable Parts: Checkbox. If checked, you can add parts.
    • General > Item Category – Costings = Click Edit in the Value column and select the category to include. You can select only one category.
      • Note: Selecting a category automatically disables Groups and Parts.
  8. Click Save (button) to create the additional tabs (if applicable).
  9. Complete Parts (tab) if applicable.
  10. Complete Groups (tab) if applicable.
  11. Change the status to Active.

How to Create an Estimate Type by Copying Another Estimate Type

  1. Navigate to Estimate Types.
  2. On the list of Estimate Types, right-click the Estimate Type you want to copy and select Copy.
    • Note: The new Estimate Type opens with ‘- Copy’ added to it. You can also copy an Estimate Type from Edit mode: click Actions (button) > Copy Estimate Type.
  3. Edit the Estimate Type as needed.

How to Edit an Estimate Type

  1. Navigate to Estimate Types.
  2. Double-click the Estimate Type you want to edit (or right-click it and select Edit).
  3. Click Add/Edit (button).
  4. Change any of the fields as needed.
    • Note: If you add or change settings, click Save (button) to show or hide tabs. The Model cannot be changed once the Estimate Type is used on estimates.
  5. Click Save (button).

How to Complete Parts (tab)

Info

This tab lets you add the standard Parts and Components that apply to the Estimate Type.

  1. Edit an Estimate Type.
  2. Click Add/Edit (button) if it is not blue.
  3. Click Parts (tab).
  4. Click the top row to add a new Part as follows:
    1. Description = Enter a description for the part.
    2. Qty Type = Select one of these quantity types from the dropdown list:
      • Job Qty: The quantity varies with the job size.
      • Fixed Qty: The quantity does not vary.
    3. Qty = Enter the quantity of the part used in the estimate.
    4. Depth = Enter the part’s depth.
    5. Width = Enter the part’s width.
    6. Margin = Enter the margin allowance.
    7. D = Checkbox. If checked, this part’s description is included in the estimate’s description on forms such as quotations.
      • Note: The estimate’s description appears on a printed or emailed document (e.g. a quotation; see 1 on the screenshot). When adding an estimate to a transaction, you enter its description in the field marked 2 on the screenshot; it also appears on the transaction.
Estimate Description tab, with numbered markers on the quotation description and the internal description field
Estimate Description Tab

How to Complete Groups (tab)

Info
  • Groups organise the added items into sections (e.g. Printing, Substrate, Finishing).
  • You can set whether one or several costings can be linked to a part. For example, there might be only one substrate but there could be several finishing services.
  • The category selected for each group ensures that only suitable items are chosen for it.
  1. Edit an Estimate Type.
  2. Click Add/Edit (button) if it is not blue.
  3. Click Groups (tab).
  4. Click the top row and add a new Group as follows:
    1. Group = Enter a name for the group.
    2. Item Category = Select a category from the dropdown list of categories.
    3. Link to Part = Select whether the group is linked to a part. The options are:
      • None: The item is not linked to a part. Use it for an additional service.
      • Single: There can only be one item linked to a part (e.g. substrates).
      • Multiple: Several items can be linked to the part (e.g. finishing services).

How to Delete an Item on a Part or Group

  1. Right-click the entry and select Delete.
  2. Confirm the deletion on the popup.

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