Product Estimating Features and Notes

Overview

The Estimating model in BOS Professional captures a Product specification which reduces the skill level required to complete an estimate.

The code for the Product Estimate type is EPD.

Navigation: Main Menu > Setup > Products  

Features

• Unlimited Quantities

• Detailed, transparent costs for each component with override capability

• Cost Summary (e.g. Material, Services, Outwork, Direct Cost)

• Description generator

• Templates for frequently used Estimates

Notes

• Substrate - Reels:

  • Prices can be in metres (m) or square metres (sq. m).

  • The quantity (Qty) is calculated in running meters (even if the full width is not used).

  • It is assumed that the width of the Reel in the Costing can be printed on all machines linked to the same Product.

  • The Weight for Substrates is calculated in the Estimate.  

• Substrate - Sheets:

  • Prices can be for each (ea) or square metres (sq. m).

  • Qty is calculated as the number of full sheets required. (Part Sheets are rounded up to full sheets.)

  • If the unit is ea, it is assumed that the sheet size in the Costing can be printed on all the machines linked to the same Product. 

  • The Weight for Substrates is calculated in the Estimate. 

• Substrate Size is the Work Size:

  • Costings are used to convert Substrates into standard Work Sizes.

• Materials:

  • The Round Up field in Materials is applied to Costings (e.g. sq. m).

  • For example, if the Round Up Qty = 1, the Material Qty is rounded up to the nearest square metre.

  • If the Round Up Qty is blank, the Material Qty is not rounded. 

• Product Estimating:

  • A Note field explains what the Estimate Type is used for.

  • Click Menu (button) > Show Notes to display the notes in List View (Main Menu > Setup > Products > Menu (button) > Show Notes).