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 Ni and 2 others3 authors13 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 Apply Rounding to Sell PricesLearn how to apply rounding to sell prices at the BOM level or set it as a default for your entire branch location.
- 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 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.
- How to Add Freight to a QuoteLearn 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 Add a Service to a QuoteLearn how to add service fees to a BOM, price them by cost and margin, flat fee, or percentage, link them to a lot, and control how services appear on…
- How to Add Tax to a QuoteLearn how to add tax to a quote, choose what the tax applies to (products, services or freight), and control how tax appears on the printed quote.
- 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 Multiple Line Items in a BOM (Pricing, Qty, Margin, Lead Time, etc.)Learn how to use Bulk Edit to update multiple line items at once — including margins, lead times, lots, and more.
- How to Create Kit and Components (Quotes)Learn how to create Kits and components in your BOM and how to display it in your quote (or submittal) package.