Bid Center Overview
Contents of this Article...
Bid Center Overview - Reports > Bid Center
- Internal Mode
- Select Rate Tables
- Rate Tables - Setup
- Add-Ons
- Options
- Filter
- Export Bid Data
Contents of this Article...
Bid Center Views - Reports > Bid Center > View Mode
- Bid Breakdown
- Cabinet Prices
- Accessory Prices
- Vendors
- Summary
- Labour (Labor)
Internal Mode
- Internal Mode can be pass-worded (Default password is 'Solid')
- Go to Options if you wish to remove or change the password
- By activating Internal Mode you get to see the details of your Rate Tables selected in the Bid Breakdown
- Default View is Basic in Cabinet Prices
- Activate Internal Mode to expose more details in Cabinet Prices
- Activate Internal Mode to expose more details in Accessory Prices
Select Rate Tables
- Select all Rate Tables that apply to your job Bid
- Rate Table Names - These should be set up to allow for the different prices you wish to acheive
- Example - We have separated Machining and Assembly so that we can get a price for 'Cut-to-size'
Rate Tables - Setup - You have a lot of ways to add prices to your jobs - Check out the different methods in the Rate Table Setup
- Go to 'Rate Tables'
- "Setup
- New Sheet- this creates a new Rate Table
- Fill in the lines- In this example I'm adding a value to Door and Drawer Pulls.
Add-Ons
- We suggest using Add-Ons for other trades that you may wish to add into the price - Things that you would obviously have to organise/order manually
- Set as system default will save you some typing inn every subsequent job
Options - Here we detail the ones most worthy of a mention while setting things up
Options > Totals
- Include Doors, Drawers & Hardware in Part Count - If you wish to use a method that counts parts that are being cut, you won't want hinges or drawer guides in the count
- Estimate Sheets of Material - This one uses a