Estimate Types Edit View

• Copy Estimate Type: Copies the Estimate Type to create a new one.
• Delete Estimate Type: Deletes the Estimate Type if it has not yet been used.

Settings

• Edit Statuses
• Edit Item Categories

Layout

Select one of these options:

• Standard: Estimates open in the standard estimate screen, with parts, groups, impositions and several quantities. A new Estimate Type is Standard.
• Multi-level BOM: Estimates open in the BOM window, as a tree of Assemblies with their materials, tasks and outwork, many levels deep. See Multi-level BOM Estimates.

Note: The Model cannot be changed once the Estimate Type is used on estimates.

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.

A Groups tab opens, where you create groups and assign categories to each group.

If Groups are used, a category cannot be selected because it performs much the same function.

A Parts tab opens, where you select the parts that can be added to an estimate.

When you create an estimate, you can only add parts from the list on the Parts tab.

If Parts are used, a category cannot be selected because it performs much the same function.

You can select only one category.

Items can be added to an estimate only if they belong to the selected category.

If a category is selected, Groups and Parts are automatically disabled.

Opens an interface with all the available settings.

Settings already added are hidden unless the Show All box is checked.

You must add a setting before you can edit it.

Select one of these quantity types from the dropdown list:

• Job Qty: The quantity is multiplied by the estimate quantity.
• Fixed Qty: The quantity is fixed regardless of the estimate quantity.

Checkbox. If checked, the part’s description is included in the estimate description on output forms (e.g. the quotation).

A submenu with these options (also available by right-clicking the entry):

• Copy: Copies the part.
• Delete: Deletes the part.

Select the categories that apply to the estimate from the dropdown list.

When you add items to an estimate, you can only select items from these categories.

Create new categories with Menu (button) > Edit Item Categories.

Select one of these options from the dropdown list:

• None: No items may be linked to a part.
• Single: Only one item may be linked to a part.
• Multiple: Several items may be linked to a part.

A submenu with these options (also available by right-clicking the entry):

• Move Up Ctrl + U: Moves the entry one row higher.
• Move Down Ctrl + D: Moves the entry one row lower.
• Delete Ctrl + Delete: Deletes the entry after you confirm.