Quoting Module
By Ni and 2 others3 authors18 articles
Quoting 101
Create a BOM, Multiquote, Upload Products, Customize Quote
Quoting WorkflowThis guide will walk you through the full quoting workflow from creating a project and bill of materials to generating a final PDF quote.
Create a Project or BOMLearn how to start your packages by setting up a project and Bill of Materials.
Multiquote WorkflowLearn how to create and seamlessly send a quote to multiple contractors. The steps below will showcase how to create multiple BOMs and the ability to link them to avoid…
Upload a Product ListLearn how to upload your list whether it's a PDF or excel sheet format.
Customize QuotesLearn how to customize your quote by toggling on and off fields. Admins can tailor templates to standardize notes across all quotes created.
How to Utilize the Bid BoardLearn how the Bid Board supports deadline management, prioritization of critical tasks, and workload balance through its weekly calendar.
How to Build a Gear QuoteLearn how to import and build your gear quote on Parspec.
Quoting 201
Create Lots, Calculate an Alternate, Utilize Pricing History
Create & Apply Lot PricingLearn how to enter lot pricing and assign those lots to line items when creating your quote
Pull in Historical Pricing and Lead TimesLearn how to take advantage of the pricing and lead time history
Use the Options Table for Alternate Products and PricingLearn how to add Options (alternate products, add/deducts) to your BOM and how it will appear on your quote.
Distribute FreightLearn how to distribute freight across line items, to certain manufacturers, or certain lots all while maintaining pricing accuracy.
How to Auto-Populate In Stock ProductsTurn on Autocomplete to quickly populate model number suggestions while entering inventory items.
Use the Options Table for Alternate Products and PricingLearn how to add Options (alternate products, add/deducts) to your BOM and how it will appear on your quote.
Quoting 301
Bulk Edit Quote, Apply Rounding, and Quote Commodities
Bulk Edit Pricing and Lead TimeLearn how to bulk edit information under the pricing and lead time tab to save you more time.
Enter Pricing for CommoditiesUtilize the per column to add the unit of measure for accurate pricing calculation for your wires, cables, conduits!
How to Customize the Per ColumnWithin Pricing and Lead Time, you can now enter any value within the Per column to most accurately capture costs and pass along pricing.
Apply Rounding to Sell PricesLearn how to apply rounding to your sell price when quoting in Parspec
Quote Warnings ModuleUnderstanding and Managing Warnings in Your Quote