Estimates Interface
- To use estimates in transactions, users must add the Transaction Type setting: Estimating > Enable Estimating and select the specific Transaction Type (e.g. Quotations) from the dropdown list in the Value column.
- The estimate is divided into tabs. Items are added to the Input tab from the categories specified on the Estimate Type.
- Items can be used for estimating if:
- The items are allocated to the specific Categories as specified by the Estimate Type.
- Estimating Attributes have been added to the applicable items and the attribute fields have been completed.
Buttons Explained
To access this screen, create or edit a transaction (e.g. Quotation) that has estimating enabled. Click Estimate (button) and select an Estimate Type from the dropdown list.
| Button | Description |
|---|---|
| ↑ ↓ | Navigational arrows to navigate between Estimates linked to the line items of a transaction (e.g. Quotation). |
| New | Adds a new Estimate as selected from the dropdown list of Estimate Types. |
| Save | Saves any changes. |
| Actions | View/Edit Artwork: – Allows artwork to be uploaded or captured. – Displays previously uploaded or captured artwork. – User Access to Attachments is not required to access artwork. – The Data Pipeline for Artwork is trans_Item_artwork. 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. – Users 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, Services, 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 specific Estimate. |
| Menu | Layout |
Header Explained
| Header | Description |
|---|---|
| Description | A field to type a Description for internal purposes. The description is also displayed on the line item of the transaction. |
| Override | A checkbox. If checked, the Description supplied for internal purposes becomes the heading for the section on the quotation. |
| Quantity | A field to type the Quantity that must be added. (The block before Add (button)). See Summary Section (tab). |
Input (tab) Explained
Buttons Explained
| Button | Description |
|---|---|
| Parts | Opens a list of Parts (items) that can be selected and added to the Estimate. Once a Part is selected a popup display allows users to change the Description, Quantity, and Dimensions. |
| Items | Opens a list of Items that can be selected and added to the Estimate. The list depends on the Estimate Type. |
| Group | A toggle that will group the Items. The options are: – None: No grouping. – Part: Items are grouped per Part. – Group: Items are grouped per Estimate Group. |
| Notes | Toggles showing or hiding Notes. |
Parts Popup Explained
The Parts popup is displayed if Parts (button) is clicked. Users can select the parts to add.
| Button & Fields | Description |
|---|---|
| Add (button) | Adds the selected Parts to the estimate. |
| Parts | The editable Description of the item. |
| Qty Type | The Quantity Type. |
| Qty | The Quantity of the part that is needed. |
| Depth | The Depth of the part. |
| Width | The Width of the part. |
Parts Section: Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | A system-generated number allocated to the line item. |
| Esttype ID | The system-generated number that was allocated to the selected Estimate Type. |
| From | The system-generated number of the source document. |
| Order ID | A sequential number allocated to each line item. |
| D | A checkbox. If checked the item’s Description is included on the Quotation. |
| Description | The item’s prefilled Description. |
| Qty Type | The item’s prefilled Quantity Type. |
| Qty | The item’s prefilled Quantity (i.e. how many of that part is needed to create one unit of the estimated item). |
| Depth | The item’s prefilled Depth. |
| Width | The item’s prefilled Width. |
| Margin | The item’s prefilled Margin. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated By | The User who last updated the entry. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: – View/Edit Imposition: Opens the illustration for users to adjust the margins and layout. – Copy Part: Allows users to copy the part to create a new part. The linked material and routing items are also copied. – Move Up: Moves the entry one line higher. – Move Down: Moves the entry one line lower. – Delete: Deletes the entry. |
Items Section: Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number for the entry. |
| Esttype ID | The system-generated number that was allocated to the selected Estimate Type. |
| Item ID | The system-generated number for the item. |
| Order ID | A sequential number allocated to each line item. |
| D | A checkbox. If checked the Description is includedon the Quotation. |
| Part | The name of the Part. |
| Group | The name of the Group. |
| Description | Prefilled with the Item’s Description. |
| Qty | The item’s prefilled Quantity (i.e. how many of that part do you need to create one unit of the estimated item). |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated by | The User who last updated the entry. |
| Unit | The item’s Unit. |
| Total Cost | The Total Cost of the item. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: View/Edit Note: Opens a note editor for users to view, edit or create a note. View/Edit Attributes: Opens a popup with the item’s attributes which can be edited. – Only available to costings and substrates. – Edits affect the estimate but does not change the item’s attributes elsewhere. Move Up: Moves the entry one line higher within its group of items (items in the same group can also be dragged and dropped). Move Down: Moves the entry one line lower within its group of items (items in the same group can also be dragged and dropped). Delete: Deletes the entry. Open Linked Item: Opens the linked item’s setup page on a popup. It includes limited functionality (e.g. scrolling, add new, delete, and drilldown features are disabled). View Item Summary: Opens a panel with a summary of the item’s transactions on the right. |
Add Items Popup Explained
Buttons Explained
| Button | Description |
|---|---|
| Refresh | Updates the list. |
| Menu | Layout |
| Add (bottom right corner) | Adds the selected items to the Estimate. |
| Add Parts (bottom left corner) | Opens a list of Items for additional Parts to be added to the Estimate. |
Filters Explained
| Filter | Description |
|---|---|
| Link To Part | Radio buttons which include the names of the various parts selected under the Parts section or N/A to include an unlinked item. An option must be selected. |
| Link to Group | Radio buttons that allow users to link the Parts to a Group. The available Groups are those created for the Estimate Type. |
Fields Explained
- Fields are grouped under their headings.
- The items that can be added depend on the selected group (i.e. the radio button selected under Link to Group).
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| Status (Item) | The Status of the Item. |
| Type | The item’s Type. |
| Code | The item’s Code. |
| Categories | The item’s Categories. |
Imposition / Illustration
- A visual representation of the Estimated item.
- The illustration can be resized by dragging the line between it and the sections on the left.
View/Edit Imposition Interface Explained
Double-click the images to open the imposition interface.
Buttons Explained
| Button | Description |
|---|---|
| ↑ ↓ | Navigational arrows to navigate between impositions. |
| Save | Saves any changes. |
Fields Explained
| Field | Description |
|---|---|
| Sizes (Depth x Width) | |
| Part | The Depth and Width of the part. |
| Worksheet | The Depth and Width of the worksheet. |
| Substrate | The Depth and Width of the substrate. |
| Imposition | |
| Override Checkbox | Allows users to override certain settings. Unavailable if settings cannot be changed. |
| Fields that display the number of items that can fit on a Worksheet (e.g. 2 x 2 Up). Checkbox to indicate this option is Active (if checked). | |
| Cutout | |
| Fields that display the number of items that can be cut out with a Percentage Wasted (e.g. 2 x 2 x 4 Out 3.99%). Checkbox to indicate this option is Active (if checked). | |
| Constraints | |
| Max (DxW) depth x width | The Maximum Depth x Maximum Width of the Worksheet. This field is hidden if the substrate is a reel. |
| Margin – Top, Bottom, Side | The Margins needed for non-printable areas. |
| Allow rotate | A checkbox. If checked the worksheet can be rotated. |
Costs (tab) Explained
The Costs (tab) is prefilled from the Input section. However, fields with blue captions can be edited.
Materials Section
Filters Explained
| Filter | Description |
|---|---|
| Costing | A dropdown list of Costings for users to select a specific Costing or All. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number for the entry. |
| Item From | The system-generated number for the source transaction. |
| Price ID | The system-generated number for the price. |
| Order ID | A sequential number allocated to each line item. |
| Type | The item’s Type. |
| Description | The item’s prefilled Description. |
| Unit | The item’s prefilled Unit. |
| Part | The name of the Part. |
| Costing | The costing’s Description. |
| Group | The costing’s Group. |
| Supplier | 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 is displayed. A different Supplier may be selected from the dropdown list of Suppliers. |
| Qty Type | The Quantity Type selected for the item. / A dropdown list of Quantity Types for users to select one. |
| Round | A checkbox. If checked the Quantity is rounded up. The sequence of events for Rounding: – Complete all the calculations (including Wastage). – Use the calculated Quantity if this quantity matches or exceeds the Minimum Quantity. – Use the Minimum Quantity if the calculated Quantity is less than the Actual Quantity. – Round up whichever Quantity is being used. |
| Qty | The calculated Item’s Quantity included in the estimate (see explanation next to Round). |
| Fixed Qty | The prefilled Fixed Quantity included in the estimate. |
| Unit Qty | The prefilled Unit Quantity included in the estimate. |
| W% | The prefilled Wastage percentage. |
| Min Qty | The prefilled Minimum Quantity that can be ordered. |
| Total Qty | The calculated Total Quantity (the quantity is rounded). |
| Unit Cost | The prefilled Unit Cost of the item. |
| Subtotal | The calculated Subtotal. |
| Adj % | The percentage by which the item is marked up (positive number) or discounted (negative number). |
| Total Fixed Cost | The calculated Total Fixed Cost. |
| Total Unit | The calculated Total Unit Cost. |
| Adjustment | The valueof the Adjustment. |
| Total Cost | The Total Cost of the service. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated by | The User who last updated the entry. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: – Open Linked Item: Allows users to open the linked item’s setup page. The item is opened on a popup with limited functionality. – View Item Summary: Opens a panel on the right with a summary of the item’s transactions. |
Routing Section
The items in the routing section must be in the right order. The items are prefilled from the Input tab. To change the order of the items on the routing section, change the order of the items on the Input tab.
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number for the entry. |
| Item | The system-generated number for the source transaction. |
| Order ID | A sequential number allocated to each line item. |
| Type | The item’s Type. |
| Description | The item’s prefilled Description. |
| Unit | The item’s prefilled Unit. |
| Part | The name of the Part. |
| Group | The costing’s Group. |
| Costing | The prefilled costing’sDescription. |
| Supplier | The item’s prefilled Supplier. |
| Cost Centre | The item’s Cost Centre. |
| Workstation | The prefilled Workstation. |
| Qty Type (prefilled) | The Quantity Type determines how the Quantity field is used in calculating the Unit Cost. |
| Qty | The prefilled Quantity that is needed. |
| Rate/hr | The prefilled Rate per Hour. |
| Setup (hrs) | The prefilled Setup Hours. |
| Speed (Qty/hr) | The prefilled output that can be achieved in an hour. |
| Total Hrs | A calculated field displaying the Total Hours needed for the Routing item. |
| Fixed Cost | The prefilled Fixed Cost. |
| Unit Cost | The prefilled Unit Cost. |
| Min Cost | The prefilled Minimum Cost of the Routing. |
| Subtotal | The calculated Subtotal. |
| Adj % | The percentage by which the item is marked up (positive number) or discounted (negative number). |
| Adjustment | A calculated field displaying the valueof the Adjustment. |
| Total Fixed | The calculated Total Fixed Cost. |
| Total Unit | The calculated Total Unit Cost. |
| Total Cost | The Total Cost per Unit (Fixed + Unit Costs). |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated by | The User who last updated the entry. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: – Open Linked Item: Opens the linked item’s setup page on a popup. It includes limited functionality (e.g. scrolling, add new, delete, and drilldown features are disabled). – View Item Summary: Opens a panel on the right with a summary of the item’s transactions. |
Prices (tab) Explained
Information on pricing:
- Fixed Cost and Sell Prices are applied once, regardless of the quantity.
- Unit Cost and Sell Prices are multiplied by the quantity.
- The Material and Routing Costs are summed to the Fixed Cost and Unit Cost fields in the Prices table (Prices tab).
- The MU% is applied to the Fixed Cost and the Unit Cost to calculate the Fixed Sell and Unit Sell prices.
- If the checkbox in the Fix columnis checked, users can override the Fixed Sell and Unit Sell prices and the MU% is calculated accordingly.
- If the checkbox in the Fix column is unchecked, users can change the MU% and the sell prices will be calculated accordingly.
- An additional discount, Adj%, can be applied to the Sell prices if discounts are shown to customers (e.g. if they have an override commission).
- The VAT Type and the Inc (VAT Included) setting on the Active Qty can be changed and the changes will cascade to the other quantities.
Button Explained
| Button | Description |
|---|---|
| Actions | Add Quantities: Allows users to add a range of Quantities automatically (e.g. 1000 to 2000 step 100 adds 1000, 1100, 1200, 1300 up to 2000). |
| Batch Update: – MU %: Changes the Markup Percentage on all the selected entries to the percentage typed in the block once Update (button) is clicked. – Fix: Checks or unchecks the Fix checkbox based on the status of the checkbox next to Fix, once Update (button) is clicked. | |
| Delete: Deletes the selected entries. Multiple entries can be deleted at once. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number for the entry. |
| Qty | Prefilled with the Quantity included in the estimate. |
| Fixed Cost | Prefilled with the Fixed Cost of the estimate. A Fixed Cost or Sell Price is applied once, regardless of the quantity. |
| Fixed Cost (Adj) | Prefilled with the Fixed Cost including any Adjustment. |
| Unit Cost | Prefilled with the Unit Cost. A Unit Cost or Sell Price is multiplied by the quantity. |
| Unit Cost (Adj) | Prefilled with the Unit Cost including any Adjustment. |
| Total Cost | The Total Cost of the estimate. |
| MU% | The Markup Percentage. If the checkbox in the Fix column is unchecked, the MU% can be overtyped. If the checkbox in the Fix column is checked, the MU% is calculated and cannot be edited. |
| Markup | The Markup Amount. |
| Fix | If checked, the Markup Percentage is automatically calculated based on the Fixed and Unit Sell Prices and the Fixed and Unit Sell Prices can be edited. |
| Fixed Sell | The Fixed Selling Price. Only editable if the checkbox in the Fix column is checked. |
| Unit Sell | The Unit Selling Price. Only editable if the checkbox in the Fix column is checked. |
| Subtotal | The Subtotal before any adjustments. |
| Adj % | The Adjustment Percentage which can be positive (markup) or negative (discount). |
| Adjustment | The value of the Adjustment. |
| VAT Type | The applicable VAT Type. |
| VAT % | The applicable VAT Percentage as per the selected VAT Type. |
| Total (exc) | The Total VAT Exclusive Price. |
| VAT | The amount of VAT Included. |
| Total (inc) | The Total VAT Inclusive Price. |
| /Unit (exc) | The Unit Price Excluding VAT. |
| GM% | The Gross Margin Percentage. |
| Gross Margin | The Gross Margin Amount. |
| Active checkbox | A checkbox. If checked that specific line item is Active and its quantities and prices are shown in the Summary section. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated by | The User who last updated the entry. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: – Set Active Qty: Allows users to amend the Active Quantity. – Delete: Deletes the line item (price and quantity). |
Description (tab) Explained
- The description text is ordered in the same order as the Groups.
- The description shown on a Quote letter is generated as follows:
- Caption
- Note
- Part Name: Item descriptions linked to the Part.
- Group Names (not linked to Parts): Item descriptions linked to the Group.
Buttons Explained
| Button | Description |
|---|---|
| Note | Opens an additional line for users to add a note to include on the estimate’s description. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Allows users to add or remove columns. |
| ID | The system-generated number for the entry. |
| OrderID | The system-generated number for the entry’s order. |
| Status | 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. |
| Caption | The Caption provided for the estimate. |
| Note | Additional information to include on the estimate. |
| Created | The date on which the entry was created. |
| Updated | The date on which the entry was updated. |
| Updated By | The User who last updated the entry. |
| Widget | A submenu, which can also be accessed by right clicking the entry, with the following functions: – Auto: Automatically generates the description. – Override: Allows users to edit the description. – Delete: Only appears on Note fields. Allows users to delete the Note. |
Summary Section
Fields Explained: Top Section
- This section is for users to enter Quantities for the Estimate (e.g. to show the pricing options for different quantities).
- A quantity can be deleted by right clicking the quantity and selecting Delete from the context menu.
| Field | Description |
|---|---|
| Qty | This field is filled in by typing a Quantity at the top next to Add (button). Once added (Add (button) clicked) it can be edited by overtyping it. |
| Total | The Total Price for that Quantity. |
| /Unit | The Unit Price for that Quantity. |
| Active Checkbox | If checked the Quantity is Active (main Quantity). If unchecked the Quantity is Inactive (but can still be shown as an option on the Quote Letter). The Active Quantity can be changed by right clicking a Quantity and selecting Set Active Qty from the context menu. The Summary will be updated to reflect the new Active Quantity. |
Fields Explained: Summary
This section is for information purposes only. It is not editable.
| Field | Description |
|---|---|
Summary | A list of all the items that are part of the estimates. Direct Costs are displayed in red. Value Added is displayed in green. |
| Amount | The Amount for each of the summary items. |
| % | The Percentage of the Total for each of the summary items. |
