Create Substrate Sizes Within An Estimate

iQuote enables you to create required substrate sizes within an estimate that falls outside existing substrate type records.

1. Navigate to the desired estimate and select the Product tab.
   
2. On the Estimate screen, in the Paper area, click Details. The Details screen opens.

1. Complete the following fields in the Substrate Format Required By The Customer area of the Details screen, as applicable:

• In the Format field, enter the required size for this material.
• In the Grain Direction field, select whether the grain follows the height or width of the material, or if the direction is Indifferent.
• In the More Options table, click on New to add a new format, or Delete to remove an existing format.
• In the Notes field, enter any additional information you want to include about this format.

1. Complete the following fields in the Supply area of the Details screen, as applicable:

• In the Manufacturer field select the manufacturer for this substrate.
• In the Other Manufacturer field, enter any other manufacturer you want to associate with this substrate.

1. In the Generic Paper area of the Estimate screen, select the Simulates Generic Substrate check box if you want the system to determine the best sheet size to use for this estimate from all the available standard sizes (generic substrates).

Note: The system takes more time to calculate the estimate if you select the Simulates Generic Substrate check box.

1. Complete the following fields in the Thickness area of the Details screen, as applicable:

• Select the Change Substrate Thickness check box if you want the thickness of the substrate to change.
• In the Substrate Thickness field (required and available only if you select the Change Substrate Thickness check box), enter the thickness you want this format to use for the substrate.

1. Click OK to save your changes. The Details window closes.
2. Click Calculate (Or Recalculate) to apply the estimate calculation. The system calculates the estimate and saves the new substrate size you created to the Substrate record.

 

Note: When you fill in the Format, Simulates Generic Substrate, or Substrate Thickness fields inside the Details window, the system displays a small description of the fixed information from the substrate details.