Estimates Interface

Navigates between the estimates linked to the same transaction (e.g. a Quotation).

An estimate of a Multi-level BOM Estimate Type opens in the BOM window.

Adds an estimate of the Estimate Type you select from the dropdown list. If there is only one Estimate Type, the estimate is added automatically.

Hidden in an estimate that was created from an Assembly item (shown as No Estimate Type).

• View/Edit Artwork:
  • Lets you upload or capture artwork.
  • Shows artwork already uploaded or captured.
  • You can view artwork without having permission to view attachments.
  • Output Templates can print the artwork (see Output Data Pipelines).
• Update from Setups:
  • Opens a grid to update the current estimate with changes from the Estimate Type, Items or Cost Centres that were made after the estimate was created.
  • You can select which changes to update before clicking Update (button).
  • The features checked are listed and any changes are updated.
  • Row headings on the grid: All, Materials, Tasks and Outwork.
  • Column headings on the grid: Descriptions, Attributes and Prices.
• Copy Estimate: Copies the estimate to a new item on the transaction.
• Delete Estimate: Deletes this estimate.

Enter a description.

This description appears as the entry on the transaction.

It also appears as a header on the quote letter.

Enter more quantities in the field before Add (button). These inactive quantities show customers the pricing options for different quantities.

See Summary Section.

Opens a list of parts (items) to add to the estimate.

Once a part is selected, a popup lets you change the Description, Quantity and Dimensions.

Opens a list of items to add to the estimate. The list depends on the Estimate Type.

If the Estimate Type has General > Enable Parts checked, add a part first. Otherwise, the message “Please add a Part.” appears.

Groups the items. The options are:

• None: Items are not grouped.
• Part: Items are grouped per part.
• Group: Items are grouped per Estimate Group.

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

• View/Edit Imposition: Opens the illustration, where you can adjust the margins and layout.
• Copy Part: Copies the part to create a new part. The linked material and routing items are also copied.
• Move Up: Moves the entry one row higher.
• Move Down: Moves the entry one row lower.
• Delete: Deletes the entry.

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

• View/Edit Note: Opens a note editor for you to view, edit or create a note.
• View/Edit Attributes: Opens a popup where you can edit the item’s attributes.
  • Available only for costings and substrates.
  • These edits only affect the estimate and do not change the item’s attributes elsewhere.
• Move Up: Moves the entry one row higher within its group of items (you can also drag and drop items within the same group).
• Move Down: Moves the entry one row lower within its group of items (you can also drag and drop items within the same group).
• Delete: Deletes the entry.
• Open Linked Item: Opens the linked item’s setup page in a popup with limited functionality (e.g. scrolling, add new, delete and drilldown are disabled).
• View Item Summary: Opens a panel with a summary of the item’s transactions on the right. If the entry has no linked item, the message “Item not found.” appears.

Radio buttons with the names of the parts in the Parts section, or N/A for an unlinked item.

You must select an option.

Radio buttons that let you link the parts to a group.

The available Groups are those created for the Estimate Type.

Navigates between impositions.

Greyed out if there are no other impositions.

Fields that show the number of items that can fit on a worksheet (e.g. 1 x 1 x 1 Up).

Checked if this option is Active.

Fields that show the number of items that can be cut out with a Percentage Wasted (e.g. 2 x 2 x 4 Out 6.78%).

Checked if this option is Active.

The item’s prefilled Supplier from the Prices tab.

For example, if the Cost Price is calculated from the Highest Supplier Price, the name of that supplier appears.

You can select a different supplier from the dropdown list.

Checkbox. If checked, the quantity is rounded up.

Rounding happens in this order:

1. Complete all the calculations (including Wastage).
2. Use the calculated Quantity if this quantity matches or exceeds the minimum quantity.
3. Use the minimum quantity if the calculated Quantity is less than the Actual Quantity.
4. Round up whichever quantity is being used.

The percentage by which the item is marked up (positive number) or discounted (negative number).

After you enter an amount, click Save (button) to recalculate the totals.

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

• Open Linked Item: Opens the linked item’s setup page in a popup with limited functionality (e.g. scrolling, add new, delete and drilldown are disabled).
• View Item Summary: Opens a panel on the right with a summary of the item’s transactions.

The prefilled output that can be achieved in an hour.

If entered, updates the Speed (Hrs) and Speed (Min) fields.

The number of hours it takes to produce one unit.

If entered, updates the Speed (Qty/hr) and Speed (Min) fields.

The number of minutes it takes to produce one unit.

If entered, updates the Speed (Hrs) and Speed (Qty/hr) fields.

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

• Open Linked Item: Opens the linked item’s setup page in a popup with limited functionality (e.g. scrolling, add new, delete and drilldown are disabled).
• View Item Summary: Opens a panel on the right with a summary of the item’s transactions. On a custom routing entry, which has no linked item, Open Linked Item and View Item Summary show the message “Item not found.”.

Batch Update: Updates all the selected entries. The options are:

• MU%: Changes the markup percentage on all the selected entries to the percentage you enter, when you click Update (button).
• Fix: Checks or unchecks the Fix box when you click Update (button).

Prefilled with the fixed cost of the estimate.

A Fixed Cost or Sell Price is applied once, regardless of the quantity.

The Markup Percentage.

If the box in the Fix column is unchecked, you can edit the MU%.

If the box in the Fix column is checked, the MU% is calculated and cannot be edited.

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

• Set Active Qty: Makes this quantity the active quantity.
• Delete: Deletes the entry (price and quantity). The active quantity cannot be deleted: the message “Delete Failed. The active Quantity cannot be deleted.” appears. To delete it, set another quantity as active first.

The status of the description, which is one of these:

• Auto: The description is automatically created based on checked items in the D column on the Input tab.
• Override: The description was or can be edited. Changes to the Description checkboxes (D column) on the Input tab are not applied.
• Manual: A note was added using Note (button) next to Add.

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

• Auto: Automatically generates the description.
• Override: Lets you edit the description.
• Delete: Deletes the note. Appears only on Note fields.

To add several quantities, use Actions (button) > Add Quantities on the Prices tab.

To add a single quantity, enter it in the field marked 1 and click Add (button).

To edit a quantity in the summary section, enter a new value. Click Save (button) after editing to update the totals.

If checked, the quantity is Active (the main quantity).

If unchecked, the quantity is Inactive (but can still appear as an option on the Quote Letter).

To change the active quantity, right-click a quantity and select Set Active Qty. The Summary section updates automatically.

Lists the Total Costs broken down by:

• Materials
• Tasks
• Outwork

Shows the markup that is added to the Total Cost.

Shows any adjustments.

Shows the VAT-exclusive amount.

Shows the VAT amount.

Shows the VAT-inclusive amount.

Breaks down the VAT-exclusive total into:

• Direct Costs: Materials and outwork only, shown in red.
• Value Added: The difference between the VAT-exclusive total and the direct costs.