Project Improvements
- Cost/Price Management
- Ability to enter product costs
- Ability to create multiple price tables
- Ability to adjust pricing manually or by Margin markup
- Quote Sheet Creator
- Ability to create a quote for a material list
- Ability to set the expiration date
- Ability to add notes
- Ability to create a note template for reuse
- Ability to set if the additional items should be itemized
- Ability to select from the available Price Tabs/Tiers
- Ability to customize price information for any product
- Ability to refresh prices from an established Tab/Tier
- Ability to enter MISC products and enter Cost and Price information
- Ability to enter a SKU for MISC products (SKU are visible for on the page for other products)
- Ability to set if the quote should include Labor and/or Delivery
- Ability to see the Total Cost and Total Price for the project/material list
- Ability to track Gross Profit, After Delivery Gross Profit, and Variable Margin for the quote.
- Ability to export the quote information to the ERP supported output
- Shipping Bundle Management
- Ability to define that a project will be separated into “x” number of shipping bundles
- Ability to designate the stage location for a bundle
- Ability to see/set when bundles have been shipped
Operations Improvements
- Optimization Output
- Adjustment to hole information that is included in a Hundegger saw file output
Webinar Slide Deck