Estimating Settings and Information
Overview
- QuickEasy BOS Professional includes various estimating models.
- Fixed estimating models can be tailored for industries such as Print, Packaging, Signage and more.
- These models include comprehensive costings to support accurate estimates.
- Custom estimating models can be configured to fill the gaps.
- You can adjust Quotations using customer Price Lists and generate customised quote letters and proposals as desired.
Settings
Info
Most of the settings are linked to Quotations.
General Settings
Note
The defaults are the values for new databases and new users. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Accounting > Default Estimate Markup (%) | Applies to Standard Estimates. The percentage can be overridden. | None |
User Settings
| Setting | Description | Default |
|---|---|---|
| Setup > Cost Centres - Access Allowed | Yes or No. | No |
| Setup > Costing & Products - Access Allowed | Yes or No. | No |
Estimate Codes on Quotations
| Field | Description |
|---|---|
| EPR | Printing Estimate |
| EOS | Outsourced Estimate |
| EPD | Product Estimate |
| EGR | General Estimate |