Adding Estimated Material And Activity Costs

The  Quote Analysis section on the Quote Detail page, provides a rough estimate of the material and activity cost for a quote. The estimated material cost is based on the relationship you define between a sell product and a purchase product. The estimated activity cost is based on an hourly rate you provide for the job activity types. Follow the steps below to add estimated material and activity costs.

  1. Set up purchase products
    The estimated material cost is calculated using the product cost on the  Edit Costs page (Purchasing > Edit Costs). Verify that a cost is entered for the products included in your quotes.
  2. Enter the hourly rate for job activity types
    1. Go to Job > Edit Settings
    2. In the Job Activity Types section, click on the name of the activity type and select Edit Activity Type 'activity type'...
    3. Enter the cost in the Est. Hourly Cost field
  3. Define activity costs for sell products
    1. Go to Quote > Edit Sell Products
    2. Click on the cell in the Est. Resources column, and select Add Estimated Activity...
    3. Select a job activity from the drop down list and enter numbers to complete the equation. For example, if 1 Sq. ft. of Cambria takes half an hour to fabricate you would enter the following:
  4. Link sell products to purchase products
    1. Click on the cell in the Est. Resources column, and select Add Estimated Material...
    2. In the drop down list, select the corresponding purchase product and then enter numbers to complete the equation such as 46 Sq. ft = 1 Cambia (Slab). Another example is 1 Sq. ft. Granite = 1.2 Granite (Sq. ft)

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