Qty/Price Tab

Once the system has calculated the product’s Engineering, you can see the price for each of the quantities that you specified on the Qty/ Price tab. Each line of the Qty/Price table displays the price details, calculation details, and the final price of the final product(s) that you defined in the Product tab.

You can click on the fields to edit values such as unitary price, quantity, and margins, among others. However, every time that you change any of those data, you must Recalculate the Estimate.

 

Negotiation Rules

The action of changing the values related to the margins, additional costs, production costs, and sale costs in the Qty/Price table follows some rules that may require you to, for example, apply the same value for all the Estimate's quantities and options. To change that configuration, follow the steps below.

From the Estimate's top toolbar, click the More actions button. The list of possible actions opens.

Click the Negotiation Rules option. The Negotiation Rules window opens.

For every field, there are three options:

Apply in all quantities for all options. If you select this, when you change a value in the Qty/Price or Negotiation tab, the system automatically applies that same value to all the Estimate's quantities and options.

Apply in all quantities of the selected option. This configuration means that when you change a value in the Qty/Price or Negotiation tab, the system applies the same value for all the quantities in the option that is currently opened in the Estimate.

Apply only in the selected option. If you select this, when you change a value in the Qty/Price or Negotiation tab, the system applies the new value only for that specific line. It does not replicate it to other Estimate options and/or quantities.

Note: For more information about the Estimate's quantities and options, see Working With Estimate Options and Working With Estimate Quantities.

When you are done, click Confirm.

If necessary, Calculate or Recalculate the Estimate.

Note: You can define the Negotiation Rules's defaults in the Estimate General Settings.

Note: The system applies the changes that you make in the Negotiation Rules to the calculations in the Negotiation tab too.

 

Probable Deal

One of the columns available in the Qty/Price table is the "Probable Deal", which allows you to mark one of the lines as the one option that the customer will most probably agree to use. Moreover, once you define an option as the probable deal, the system automatically:

Displays its information (its specifications, Engineering, Smart Notes, etc.) every time that you open that Estimate record.

Its line is in bold lettering.

Use its information to build a report.

 

Engineering

The Eng column displays which Engineering route the system applied to each of the Quantities in each of the Options. To identify the routes, the system uses letters, such as "A", "B", and "C".

Therefore, if all the Quantities that belong to the same Option use the same route, the Eng field will be "A" to all of them, but if the system calculated a different Engineering route for any of them, they will have different letters. However, note that each Option has its own set of Engineering routes, which means that the "A" from Option 1 is different than the "A" from Option 2.

Note: You can change which Engineering route that the Quantity uses by manually selecting a different one in the Eng column.

In cases where it is necessary to use a different machine or layout (e.g., depending on the quantity), it is possible to force the system to apply a different Engineering for each Quantity by recalculating the Estimate. For that, you just need to click on Recalculate and, when the Recalculate window opens, select the Distribute Engineering According to Demand option. 

 

Discount

The Discount column displays the percentage of discount that you want to give in that Estimate option/quantity. Note that, if the value close to zero, the field will be blank.

 

$ Value add

The $ Value add column displays the value add in absolut numbers. However, for the system to display it on the Estimate, go to the Estimate General Setting window on Sales > Records > iQuote > Commercial > Estimate General Setting and check the Show $ Value Add option.

To see this field in the Estimate, your iQuote User must have the related access control: ePS > SALES > IQUOTE > ESTIMATE > ESTIMATE EDITION > ALLOW TO VIEW VALUE ADD. You can assign this control to a User Profile by going to the Permissions tab at Administration > User > User Profile.