Avoid Underbidding Jobs because of slab size
I am running into problems on the quotes where we are underbidding jobs due to material size constraints. Is there a way to somehow tie in the slab sizes and the cost of the material to better judge profitability on quotes?
There are a couple of ways that people deal with this – here are some ideas:
- Add a waste factor and rounding on the quote lines themselves. You can account for some waste and try to charge for a full slab based on a simple formula. Here’s how:
- Go to the Quote->Edit Prices page. Find the product you want (for example, Ceasarstone)
- Click on the name of the product, and choose “Edit Product..”
- Enter a value for the waste factor, and another for “Round Measurement up to”
- Based on what I’ve seen, other people add around a 20% waste factor, and choose the slab size for “round up to”
- Add estimated material. This will give you some analysis in the “Quote Analysis” section. For this to work, you need to put in purchase cost. Ballpark is probably close enough.
- Enter costs under Purchasing->Edit Costs
- Add estimated material. Go to Quote->Edit Sell Products.
- Click on the appropriate row, under the “Est. Resources” column and choose “Add Estimated Material”
- When you do a quote, look under the “Estimated Resources” and Quote analysis sections to get an idea what you expect to consume.