Quote Pricing & Optimisation Explained
Quote Pricing is used to map Style Ranges.
Quote Pricing items are set up not to purchase order from a supplier - they are set up as 'generic range options' that are only used for quoting. Link your relating substitute materials so once your job is won, you can select the actual material to be ordered under your Resource > Materials tab.
Example: Quote Pricing range Carcass Board = 16mm White Mel, this is a non-orderable material but covers the range pricing for parametric products. Substitute = the exact white board ordered from your supplier as shown below.
Optimisation: this can be set up for materials using the brand 'Quote Pricing'. It can be either square meter or lineal meter rate.
This will tell the software when quoting how best to round the total parametric of all products in the quote (only relevant for sheet pricing or lineal meter items, not used for hardware etc).
Example: 25.6 sheets on quote, Jobman will make this 26 sheets for purchase ordering.
Please note: any material or product set up with quote pricing will need to have the status set to 'Not Available to Order'.
Preferred Catalogue Items: Next to the Update button you will also see a 'Set as Preferred' button. Use this function to make this the preferred material that comes from suppliers when choosing substitutes for your quote pricing items.
