About Quotations

Actions Button

Actions Button will display further options for additional functions

Assembly Components

Assembly Components subtab collates all assembly components required for the top level of the assembly

Assembly/Costs

When creating an assembly and using sub levels, this tab will accumulate the costs at the top level quotation. Use the Cost build-up calculate button to recalculate the assembly, or the Cost option in the Assemblies menu

Currency Tab

The Currency Tab will display the exchange rate if this customer is using a different currency

Materials Subtab

Materials subtab collates all materials required for a quotation.

Multiple Quotes

Multiple quotes are used to create quotes with different price breaks.

Notes Tab

The notes tab has two sections, private and public, where additional information relating to the manufacture of the part can be recorded. When notes are added to a quotation a yellow warning triangle will display

Parts Subtab

Parts subtab collates all parts required for a quotation.

Quote Tab

Quote tab collates all production information in one easy to view screen. It can be split into sections making it easy to navigate, blue shaded and white areas

Subcon Subtab

Subcon subtab collates all subcon services required for a quotation.

Tooling Subtab

Tooling subtab collates all tooling required for a quotation.

Work Centres Subtab

Work Centre subtab collates all operations required for a quotation

Quotation Navigation Bar

Currency Tab