Lots let you apply a single lump-sum price to a group of line items instead of pricing each one individually. Use them when a contractor requests one price for a scope rather than a line-by-line breakdown.
| 1. Open the Lot Folder |
In the Pricing & Lead Time tab, click the pencil icon to open the lot modal.
Resize the modal by dragging it to your preferred height.
| 2. Create the lot |
Click the + (plus) icon inside the lot modal.
Enter the lot name, cost, and any margin or discount.
Minimize the modal when done — your lot is now ready to assign.
| 3. Assign the line items to the Lot |
You have two ways to assign a lot to a line item:
Select an option:
A. Double-click the Lot cell on a line item and select the lot from the dropdown.
B. Click the Lot cell and start typing the lot name — it will appear as a suggestion to select.
Tip: To assign the same lot to multiple lines quickly, copy the assigned cell (Ctrl + C), select the other line items that need the same lot, then paste (Ctrl + V). |
Need help? Visit the Parspec Training Academy or use the in-app support chat.