Product Estimating Features and Notes

Overview#

The Estimating model in BOS Professional captures a product specification which reduces the skill level required to complete an estimate.

The code for the Product Estimate type is EPD.

Features#

• Unlimited Quantities
• Detailed, transparent costs for each component with override capability
• Cost Summary (e.g. Material, Services, Outwork, Direct Cost)
• Description generator
• Templates for frequently used Estimates

Notes#

• Substrate - Reels:
  • Prices can be in metres (m) or square metres (sq.m).
  • The quantity (Qty) is calculated in running metres (even if the full width is not used).
  • It is assumed that the width of the Reel in the costing can be printed on all machines linked to the same product.
  • The Weight for Substrates is calculated in the estimate.
• Substrate - Sheets:
  • Prices can be for each (ea) or square metres (sq.m).
  • Qty is calculated as the number of full sheets required. (Part Sheets are rounded up to full sheets.)
  • If the unit is ea, it is assumed that the sheet size in the costing can be printed on all the machines linked to the same product.
  • The Weight for Substrates is calculated in the estimate.
• Substrate Size is the Work Size:
  • Costings convert Substrates into standard Work Sizes.
• Materials:
  • The Round Up field in Materials is applied to Costings (e.g. sq.m).
  • For example, if the Round Up Qty = 1, the Material Qty is rounded up to the nearest square metre.
  • If the Round Up Qty is blank, the Material Qty is not rounded.
• Product Estimating:
  • A Note field explains what the Estimate Type is used for.
  • Click Menu (button) > Show Notes to display the notes in List View (Main Menu > Setup > Products > Menu (button) > Show Notes).