Learning Path: Estimators

💡This path lists the topics for estimators. Your company uses Standard Estimating, Product Estimating or both (see BOS Professional Versions); follow the parts that apply.

New to BOS Pro? Start with Learning Path: Every User.

1. Materials and Prices#

1. Materials Edit View: Describes the tabs, fields and buttons used to set up a material.
2. Units: Buying, selling and estimating units, and the Base Unit.
3. Materials Price Manager Tutorial: Shows how to use the Materials Price Manager to update prices in batches.
4. Online Library: Describes how to import standard Materials and prices from the Online Library.

2. Rates and Costs#

1. Cost Centres: Where the hourly rates on your estimates come from.
2. Costs and Prices: Describes how costs, pricing and totals are grouped and calculated in BOS Professional.
3. Services: Describes how to set up services, their categories and quantities for estimates and transactions.

3. Standard Estimating#

1. Standard Estimating Information: Describes how standard estimates are costed, including outsourced printing, commission, despatch and packaging.
2. Selecting Items on Estimates: Describes the pages for selecting Parts, inks, services and Substrates when adding a Part to an estimate.
3. Example: Litho - Sheetfed: Shows how to set up a sheetfed litho press, with its Printing Types, Substrates and Parts.
4. Substrates: Describes how to select and edit Substrates on an estimate and how they are calculated.

4. Product Estimating#

1. Product Estimating Features and Notes: Lists the features of the Product Estimating model and notes on how it works.
2. Product Estimate Tutorial: Shows how to create a product estimate on a Quotation and work with its costing and pricing.
3. Costings: Describes the costing types, Qty Types and waste settings that make up a product estimate.
4. Estimating: Describes how to create a product estimate and the specification, Parts, costings and pricing on it.

5. Specialised Estimates#

1. Label Printing: Describes the label estimate specification, cylinders, dies, settings and Substrate costings.
2. Corrugated Boxes: Describes the Corrugated Boxes estimate type, its box styles, flat size calculations and settings.
3. Signage: Describes how to set up and create Signage estimates, including Qty Types and finishing definitions.
4. Outsourced Items Tutorial: Shows how to set up an outwork estimate and add outsourced items to a Quotation.

6. Quotations#

1. Quotations Tutorial: Shows how to create a Quotation, add lines, create versions, send it and copy it to a Sales Order.
2. Quotations: Describes Quotations, their settings, versions, deposits, accepting Quotations and managing lost ones.