Standard Estimating Information

Overview

The Estimating module is used for cost-based estimating of printing and other products.
The Cost on an estimate consists of Materials, Services and Outwork which is marked up to generate a Selling Price.
When pre-press items have a Qty = 0, Total = 0 and are linked to a Part, they are not copied to the Work Order.
Only Substrates that derive their prices from Supplier Prices which are linked to a default Sheet or Reel Category may be used in Print Estimating.
When adding a Material Cost Price to the materials in an estimate, the net Cost Price is added. The /1000 field only applies to the Selling Price.
A warning appears when the default and Estimate Markups differ. The default Markup comes from the linked customer, Branch or General Setting (in this order).
The Overrides exclude Ink items where the Setup Cost is removed.
Linked Materials on Press Run Options (e.g. Click Charges): The Material lookup displays items that with Cost Prices and items that use the Lowest Supplier Price. We highly recommend that you select the Cost Price.
The Part name is restored to the Quote Description when a single Part is used. When an estimate is copied to a Work Order, the Pre-press is sorted by Cost Centre and then by the explicit order.
Use Ink Groups: Work and Turn is allowed if all the colours on the back are also on the front (e.g. when printing CMYK front and Black (K) on the back, work and turn is allowed).

Note

The defaults are the values for new databases and new users. Your database may have different values.

Setting	Description	Default
Setups > Printing Setups - Access Allowed	Yes or No. Whether you can open the printing setups: Printing Types, Ink Groups, Presses and Parts. Without it, the message "Access denied." appears.	No
Setups > Services - Access Allowed	Yes or No. Whether you can open the Services and Packaging setups, and add, edit or find a service from another screen. Without it, the message "Access denied." appears.	No

When the Item is a Service, it contains the name of the Service.
When the Item is a Material, it contains the name of the Linked Service.
This naming lets you group on Service to see the total cost of the Service, including Material Costs.

The specification of the job can be added to the Printing tab.
Up to five quantities/prices are editable in the Supplier grid view. Click the Edit button to add prices when you have more than five quantities on the estimate.
The lookup lists used on the Outsourced Printing tab can be edited using the following General Setting (Main Menu > Setup > Settings & Defaults > Settings (tab)):
- Quotations > Standard Outsourced Printing - Lookup lists: Click Edit in the Value column to create or edit the list. See Outsourced Estimates for the estimate's tabs and buttons.

A board which is customised to your working size (e.g. Corrugated Board), must be loaded as a sheet with blank depth and width fields.
The Supplier price must be loaded in sq.m, kg or ton so it can adjust to the size of the board.
If the default Unit on the material is ea, the quantity is converted to each on the Work Order.
When a sheet with blank Depth and Width is added to an estimate, it assumes the Work Size.
Right-click a Substrate and select Add to Materials to create a material with the Custom size used in the estimate. If the linked material sizes are not blank, BOS Professional assumes that a custom material already exists and shows an error message.

Commission can be added to a Standard Estimate using settings that are linked to a quantity on the estimate.
The Commission can also be preset in the Customer > Accounting (tab) next to Est. Com.
Commission settings:
- % of Profit
- % of Value Added
- % of Selling Price
- % of Cost Price
- 2nd Adjustment

Multiple Delivery options can be added to an Estimate (see Packaging and Despatch).
You can add a Delivery cost to the Quotation if you are delivering multiple jobs together.

For the Packaging setups and the Packaging and Delivery screen, see Packaging and Despatch.
Multiple packaging options can be added to one Estimate. For instance, you may want to shrink wrap half the job for local delivery and box the other half for courier delivery to a different destination.
Packaging works with the Delivery feature.
If you deliver multiple jobs together, you can choose to disable Packaging and Delivery on the estimate. You can then add the Delivery Cost as a separate item to your Quotation instead.
The Parcel quantity is calculated by kg/Parcel or by Qty/Parcel.