Training | Introduction to Quoting

Here are some training competencies that a user should know to use the quoting system effectively

Creating a New Quote

• Create a quote from the main menu
• Copy an existing quote to a new Quote

Adding Items to The Quote Grid |  Step-by-Step Guide

Adding Products to the Quote

• Press the product button
• Select a product from the dropdown list - applying filter
• Complete the Wizard question
• Add the product to the quote grid

Starting with a Blank Recipe

• Press the blank recipe
• Build the quote with the calculator

• Inserting-Updating the quote values

   

Editing the Quote Grid

• Editing the quote line description
• Changing the unit cost or total

Editing the Calculator  |   Step-By-Step Guide

Summary Section

• Changing size or quantity
• Meaning of the GP Calculation

Materials Section

• Opening the Calculator
• Replacing a material on a row
• Adding a new Material to the quote
• Overriding the quantity or total
• Locking a material to prevent price updates
• Understanding the principle of Locking a material to prevent size updates
• Drilling into the source material from the material row
• Accessing the advanced settings 
• Re-ordering the material list

Operations Section

• Adding a new operation/process
• Applying a process preset to an existing material
• Overriding the calculated time or total cost
• Changing setup and run rates
• Changing the order of operations
• Drilling into the master process from the preset

More - Imposition

• Finished size vs Worksheet sizes
• Imposition