ESTIMATES. Create an Estimate

Transcription

1 ESTIMATES Create estimates for rental equipment, or for the sale of new equipment or sale for rental equipment. Reservations or Shipments can easily be created from Estimates. Note: Estimates do not affect Branch Office inventory counts Table of Contents Estimates... 1 Create an Estimate... 1 Completing the Summary Tab... 2 Completing the Products Tab... 2 Completing the Consumables Tab... 4 Completing the Additional Charges Tab... 5 Completing the Recurring Rent Tab... 5 The Completed Estimate... 5 Printing the Estimate... 6 Editing Estimates... 6 Setting Estimate format defaults... 6 Create an Estimate from a copy of an existing Estimate... 7 Create a New Estimate from Job Site Balances... 8 Create a New Sell Estimate from Job Site Balances... 9 Create a Reservation or Delivery from an Estimate... 9 Creating Quantify Estimates with IntelliScaf Method Method Creating Quantify Estimates with BidMaker Create an Estimate Estimates are assigned to Branch Offices. To create an Estimate, set focus on the appropriate Branch Office, select the Estimates tab and click the ADD ESTIMATE button. This launches the Estimate dialog. Page 1

2 Completing the Summary Tab Assigned to branch office defaults to the Branch Office selected in the Organization tree, but may be changed. Select the Customer from the drop down (required field). Choose Rent, Sell New, or Sell For Rent for this Estimate in the Estimate price is for section. Enter any applicable Rent Discount % in Rent discount (%) Enter, Delivery and Return dates (required fields). These dates will display on the printed estimate. The Label and No. Periods fields set up the length of the rental and effects the Estimate total. Required field but may be set by the Rate Profile selected on the Products tab. The Label and days may be overwritten when copying rates from a Rate Profile, if the Rate Profile uses a different Rental Days setting. Completing the Products Tab Select the Products tab. Enter the counts of products to be included on the Estimate in the Quantity column. Page 2

3 The View filter defaults to display parts at the Branch Office. To change views, select the drop down and choose Parts on Estimate, or All Applying Rate Profiles to Estimates Use the CHANGE button to apply a Rate Profile to the entire estimate. Choose the desired Rate Profile from Copy rates from drop down. The Rate Profile selected will be applied to the entire Estimate. Alternate method: Select applicable rows and then apply a Rate Profile with the right-click menu. Select the desired Rate Profile from Copy rates to selected rows from. The Rate Profile will be applied to the selected rows. Multiple Rate Profiles may be used on an Estimate. Page 3

4 Applying a Prorated Amount to Estimate The PRORATE button can be used to make the rental amount shown on the Estimate equal a certain total amount. Click the PRORATE button on the Products tab. The Prorate dialog will launch. Enter the amount the Estimate should total in the Amount field. Click the CHANGE RATES button when ready. The Total Rent on the Estimate will now equal the Prorated rate. To remove a prorated amount from an Estimate, enter a 0 (zero) in the Amount field. Click the CHANGE RATES button when ready. Completing the Consumables Tab Select the Consumables tab to include Consumable items to the estimate. Enter counts of consumable items in the Sent column. Page 4

5 The total sell amount of consumable items is shown in the status bar at the bottom of the Consumables tab. For information on calculating Consumable Sell Prices using the Discount, Markup, and Profit Margin calculator, see the Consumables Guide. Completing the Additional Charges Tab Select the Additional Charges tab. Set up any additional fees required for the estimate, e.g. freight charges. Click the OK button when ready. Completing the Recurring Rent Tab Select the Recurring Rent tab to include recurring rent charges on the Estimate. Enter the No. of Units and the Charge/Unit as needed for the Estimate. In the example below, 5 units of Recurring Rent for Lump Sum Rent has been added to this shipment. The Completed Estimate Click OK when ready to complete the Estimate. The Estimate is now viewable on the Estimates tab for the Branch Office. The Bill of Materials and Additional Charges information can be viewed for details of the Estimate. Page 5

6 Printing the Estimate Select Print Preview Selected Estimate from the Reports menu drop down to preview, print, and export the Estimate into Excel or PDF file format. Editing Estimates Estimates may be edited. Products and item counts may be changed, added or removed. Rental costs and Additional Charges may be changed. Select the estimate to edit and click the EDIT button. This will launch the Estimates dialog. Edit the estimate as needed and click OK when ready. The updated Estimate is available in the Estimates grid for the Branch Office. Setting Estimate format defaults Defaults for labels and section headers that are used on printed Estimates are set in Global Options. These include return address, additional charges, rental items and terms. Select Global Options from the Tools menu. The Global Options dialog launches. Select the Reports tab. Page 6

7 Enter text to default on printed Estimates as appropriate for these fields (as apply to Estimates): Label for additional charges Label for rental items Estimate terms: click the button to enter terms and conditions text for printed Estimates. This will launch the Notes dialog. Enter needed text and click the OK button when ready. In this example Labels used for additional charges is Rental Items. The label used for additional charges is Non- Rental Items. Terms and Conditions are shown as entered in the Estimate terms note. Create an Estimate from a copy of an existing Estimate An Estimate can be created from a copy of an estimate that was created previously. Simply edit the copy to create the new estimate. Select the estimate to copy and then click the CREATE COPY OF SELECTED ESTIMATE button. The Estimate dialog for the selected Estimate launches. Page 7

8 The new estimate is a copy of the selected estimate with a new Estimate number. Edit information on the Summary, Products and Additional Charges tabs for the new Estimate. Click the OK button when ready. The estimate has been created and is available on the Estimates tab for the Branch Office. Create a New Estimate from Job Site Balances Create a new Estimate based on inventory currently located at a job site. The Estimate can be created to rent or to sell inventory. From the Organization tree, set focus on the Job Site and select New Estimate for On Rent Balance from the right-click menu. Select Rent from the New Estimate for On Rent Balance sub menu. The Estimate dialog launches to the Summary tab. Update details as appropriate for the estimate. The Notes field will display the date and time the Job Site Balance was used to create the Estimate. This note will be displayed on the printed estimate. Edit as necessary. Select the Products tab. Page 8

9 The View filter defaults to Showing: Parts on Estimate, and displays the parts and counts currently at the Job Site. Update counts and parts as needed for this estimate. The Rent Rates default to the Rent Rates in the Rate Profile in effect for the Job site. Create a New Sell Estimate from Job Site Balances Set focus on the Job Site and select New Estimate for On Rent Balance from the right-click menu. Select Sell from the New Estimate for On Rent Balance sub menu, and then select, Using Replacement Cost or Using Sell Price as needed for the estimate. The Estimate dialog launches to the Summary tab. Complete the Summary tab as shown in the section above and then select the Product tab. The View filter defaults to Showing: Parts on Estimate, and displays the parts and counts currently at the Job Site. Amounts shown in the Sell column are pulled from the Rate Profile associated with the Job Site. Quantity and the Sell values may be changed as necessary. Enter and update the Consumables and Additional Charges tabs as needed. Click the OK button when ready. The estimate is added to the Estimates tab for the Branch Office. Create a Reservation or Delivery from an Estimate Once an Estimate has been created, Shipments and Reservations may be created from it. To create a Reservation from an estimate, select the Estimate and click the COPY TO drop down and select Reservation... The Select Job Site or Group dialog will launch. Page 9

10 Select the Job Site or Group for the Reservation from the Select job site or group drop down. when ready. Click the OK button The New Reservation dialog launches. Note the Reservation has been assigned a new DEL number. The From and To sections have defaulted from those sections in the Estimate. Enter a Rent Start date. Other information may be edited under the Products, Consumables, and Additional charges tabs as needed. Click the OK button when ready. The Branch Office Products grid now shows the reserved products for the Job Site. Page 10

11 To create a Delivery from an estimate, select the Estimate and click the COPY TO drop down and select Delivery... The Select Job Site or Group dialog will launch. In the Select Job Site or Group dialog, select the Job Site or Group that the Reservation is for. Click the OK button when ready. The New Direct Ship dialog launches. The number field populates with a DEL number. The From and To fields populate with destinations from the original Estimate, these may be changed as appropriate. Enter the Rent start date. Update information under the Products, Consumables, and Additional Charges tabs as needed. Click the COMPLETE SHIPMENT button when ready. Page 11

12 The Shipment has been created and can be viewed on the Shipping tab for the Job Site. Creating Quantify Estimates with IntelliScaf Two methods are available to import a Bill of Materials created in IntelliScaf to create an Estimate in Quantify. Method 1 Note: Method 1 requires that IntelliScaf is installed on the same computer running Quantify. Create a Bill of Materials in IntelliScaf, and then click the QUANTIFY button. Quantify will open and launch an Estimate dialog. The Estimate s Product tab will contain the IntelliScaf Bill of Materials. Method 2 IntelliScaf Bill of Materials may be imported to create an Estimate using a.csv file created from IntelliScaf. Click the IMPORT FROM ISCAF button. Click the IMPORT FROM ISCAF button on the Estimates tab. The Import from iscaf CSV File dialog launches. Navigate to and select the file to be imported. Click the OPEN button when ready. Compressed Import from iscaf CSV dialog An Estimate dialog will launch. The Product tab will contain the IntelliScaf imported Bill of Materials. Page 12

13 Creating Quantify Estimates with BidMaker To create an Estimate from a BidMaker bid document, select the IMPORT BIDMAKER BID DOCUMENT button on the Estimates tab. Select the IMPORT BIDMAKER BID DOCUMENT button on the Estimates tab. The Import Bid message launches. Click the OK button when ready. Note: Select this check box to not show this message each time The Import from BidMaker Bid Document dialog launches. Navigate to and select the file to be imported. Click the OPEN button when ready. Compressed Import Dialog An Estimate dialog will launch. The Product tab will contain the BidMaker import. Page 13