Pricing & Lead Time (Tab)
Learn how to use the Pricing & Lead Time tab to build and price your quotes. These articles cover product pricing, lead times, freight, historical pricing, bulk updates, commodities, unit-of-measure pricing, lot pricing, gear quotes, alternate products, options, and other tools available within the Pricing & Lead Time workflow.
By Sorcha and 1 other2 authors11 articles
How to Pull in Historical Pricing.Learn how to pull historical pricing into your BOM, use the Pricing & Lead Time Dashboard to search past quotes, and import pricing history in bulk.
How to Enter Pricing for CommoditiesLearn how to use the Per column to accurately price commodities like wire, cable, and conduit by unit of measure — and display the UOM correctly on your quote.
How to Use the Per Column for Unit of Measure PricingLearn how to enable and use the Per column in Pricing & Lead Time to capture costs accurately by unit of measure — and display them correctly on your quote.
How to Distribute FreightLearn how to add multiple named freight charges, apply them to specific entities (lump sum, manufacturer, lot, or line item), and control how freight appears on your customer quote.
How to Build a Gear QuoteLearn how to import and build your gear quote on Parspec.
How to Auto-Populate In-Stock ProductsLearn how to turn on Autocomplete in your profile preferences to get instant in-stock model number suggestions as you build your BOM.
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.
How to Include Alternate Products and Prices in OptionsLearn how to add alternate products and add/deduct pricing as Options in your BOM and control how they appear on your final quote.
How to Create and Apply LotsLearn how to create lots and assign them to line items in your BOM — including a faster copy-paste method for applying the same lot across multiple lines.
How to Bulk Edit Pricing and Lead TimeLearn how to use Bulk Edit in the Pricing & Lead Time tab to update multiple line items at once — including margins, lead times, lots, and more.
How to Create Kit and ComponentsLearn how to create Kits and components in your BOM and how to display it in your quote (or submittal) package.