Outsourced Estimates
Overview
An outsourced estimate (also called outwork) prices a job, or part of a job, that a supplier produces for you. It is a line on a Quotation, with the item type EOS (see Item Types in Quotations).
- As with other estimates, the cost is made up of Materials, Services and Outwork, marked up to give the sell price.
- The items on the estimate come from the Services, Materials and Products setups. Their details are changed in those setups.
- You can add an estimate to a new Quotation, or to an existing one in a Pending status.
For step-by-step instructions, see the Outsourced Items Tutorial.
Settings
General Settings
Note
The defaults are the values for new databases and new users. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Quotations > Standard Outsourced Printing - Lookup lists | Click Edit to create the lookup lists for outsourced estimates. Enter one entry per line, or import them:
| Blank |
| Quotations > Printing: Enable numbering | Whether a range of numbers can be added to the estimate description:
| No |
| Quotations > General: Material Description Format | How material lines are described in the estimate description:
| Description |
Estimate Screen
Actions Button Explained
| Option | Description |
|---|---|
| Copy Estimate | Copies the estimate to create a new one. |
| Copy to Work Order | Copies the estimate to a Work Order. |
| Update Estimate from Setups | Updates the fields from the Estimate Type and Material setups. |
| Cancel all Price Fixes | Cancels all the price fixes. |
| Revert to default Adjustments | Reverts to the default adjustments set up on the Estimate Types or Materials. |
| Delete all Quantities and Prices | Deletes all the quantity and prices. |
| Create/Update Material | Opens the material interface to create or edit a material. |
Menu Button Explained
| Option | Description |
|---|---|
| Don't Round off | Does not round the prices. |
| Round Selling Price | Rounds the selling price. |
| Round Unit Price | Rounds the unit price. |
| Delete Estimate | Deletes the estimate. |
| Layout |
|
Tabs Explained
| Tab | Description |
|---|---|
| Description | The estimate's Description (shown on the Quotation Letter, the Quotation sent to the customer), Size and Category, and its quantities. The categories are set up on the Quotations list with Menu (button) > Edit Categories, and the sizes with Menu (button) > Edit Size Lookup. As the other tabs are completed, their items' descriptions are added here; check or uncheck an item's D checkbox to include or leave it out. The Internal Notes are added with Add or Edit. |
| Pre-Press | The pre-press services, each with a quantity, and a comment field for remarks about this estimate. Add adds the selected service; the arrow on Add offers:
|
| Parts | The job's specification, in three grids:
|
| Material | The materials, filled in from the setup; you can add more. Each material has a quantity type:
|
| Despatch | The packaging, destination and delivery option (see Packaging and Despatch). The arrow on Add offers Add Custom Item, which opens the Packaging and Delivery tabs, and Add & Edit. |
| Costs | The costs of the estimate, grouped by the radio button you select on the top row. |
| Pricing | The markup percentages, costs, profits, commissions and sell prices per quantity. To add a range of quantities, fill in the fields next to Batch Update (Qty, Qty to and Step) and click Add (button). Check a quantity's checkbox to make it the default. |
| Overrides | Every field changed from its default, for example, from its Service or Material setup. |
| Summary | The summary section at the bottom summarises the costs and prices. You can add quantities and select the default quantity here or on the Pricing tab. The default quantity sets the price; the other quantities are shown for comparison. |