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
  1. By activating Internal Mode you get to see the details of your Rate Tables selected in the Bid Breakdown
  2. Default View is Basic in Cabinet Prices
  3. Activate Internal Mode to expose more details in Cabinet Prices
  4. Activate Internal Mode to expose more details in Accessory Prices

Select Rate Tables

  1. Select all Rate Tables that apply to your job Bid
  2. Rate Table Names - These should be set up to allow for the different prices you wish to acheive
  3. 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

  1. Go to 'Rate Tables'
  2. "Setup
  3. New Sheet- this creates a new Rate Table
  4. Fill in the lines- In this example I'm adding a value to Door and Drawer Pulls.

Add-Ons

  1. 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
  2. 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

  1. 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
  2. Estimate Sheets of Material - This one uses a