When you receive a Request for Quotation,
you are able to quickly estimate labor and buyout costs
(material and outside services) and prepare a quote.
The same Router and Buyout Cost screens found
in Realtrac jobs are used, allowing for easy retrieval and
duplication of prior estimates, use of templates for preparation
of new estimates and conversion of estimates to jobs.
Quotation Screen
The cost each, selling price and quoted amount
for up to five quantities are calculated and displayed.
Changing the markup percentage for Labor /
Overhead or Buyout recalculates the prices.
The number of weeks lead time required to
produce each quantity is calculated based on shop capacity.
The procedure for creating a new estimate
is almost identical to creating a new manufacturing job.
As in a job, the "heart" of an estimate is the
process plan or router. By using a process plan approach,
the Sales and Engineering Departments have access to and
can take advantage of actual manufacturing experience when
estimating costs for a new part or repeat order. In addition,
since an estimate is created from a manufacturing viewpoint,
the impact of accepting the order on key work centers and
possible shop bottlenecks is easily determined.
Key features of Realtrac's estimating
system are the ability to:
- Create a job from an estimate.
- Retrieve and duplicate a previous
estimate.
- Duplicate a job into an estimate.
- Print quotes for up to five quantities
on plain paper or on the same pre-printed forms used for
invoices and packing lists.
- Quote multiple items on a single
quotation.
- View and print detail and summary
reports for analysis of estimates.
