This section can be used to cost in anything from a drill bit to a delivery charge. For repetitive items a stock id can be used to save time on data entry. Setting up of stock id’s is covered in the Stock Control section of the manual. In the description box type the word Delivery followed by the enter key. Item qty relates to how many we require. For a delivery we shall enter 1. Qty per item would normally be used for a consumable item such as a drill bit. It relates to how many components the item will service before it is dispensed with. For a delivery item then enter 1, and let’s enter £25 for the delivery cost.We can also add a mark-up percentage if required.  Enter 10 for this field.

 

 The next three fields are checkboxes and will dictate how the item is costed into the quote. Ticking the estimate checkbox tells the system to add this cost into the quote. The next checkbox tells the system to either cost the item as a one off fixed charge if selected or on an item by item basis. Finally the invoice checkbox if selected will charge the item separately when it comes to invoicing the customer if an order follows. Select both estimate and fixed checkboxes. The supplier name field can be used to show which supplier we intend to use for this item. Notes can be anything you wish to refer back to concerning this item.

 

 

In the description on line 2 enter 10mm drill bit, with an item qty of 1. This time in qty per item we shall enter 4. Here we are stating that 1 drill will do 4 components. Enter a price of 5, a mark-up of 20,  and finally tick the estimate tab so it is included in the quote.

 

 

Next - Estimates Tab