Estimating Basics

1
Estimating Basics

• Fusion 08
• Dave Arnold

2
Estimator Preferences

• Tab View
• If enabled, the Estimator will see tabs for
  grouping similar fields rather than scrolling
  down the screen to access all fields.
• Manual Cross Tab Copy
• If enabled, the Estimator has full control over
  what data is copied across quantities when
  editing.
• If not enabled, the system utilizes built-in
  logic to determine which data to copy across
  quantities.

3
Add Estimate

• The add form contains all fields required to
  enter an estimate and calculate.
• This screen changes once the estimate is
  calculated.
• Calculate View Summary
• Calculates estimate and views summary information
  about the entire estimate.
• Calculate View Details
• Calculates estimate and views part 1, first
  quantity. This is where the estimate will be
  refined.

4
Estimate Details

• Shows detail information for a particular part
  and quantity.
• Detail is the nuts and bolts that make up the
  estimate.
• Calculations can be forced by the estimator.
• Line itemizes the calculation for the particular
  part / quantity.

5
Estimate Summary

• Shows summary information about the estimate as a
  whole.
• Allows estimator to edit certain data for all
  parts at one time without navigating to each
  part.
• Displays total price, all parts of the estimate.
• Allows pricing to be forced.
• Provides a birds-eye view of the estimate.

6
Quote Letter

• ePace will allow for multiple quote letter types.
• Tax vs. no tax
• Total price vs. part price
• The estimate will store each quote letter you may
  produce for the customer.

7
Estimate Request

• Who enters estimate requests?
• Customers
• Salespeople
• CSRs
• Any user not authorized to estimate

8
Estimate Request

• Submission of request generates a calculated
  estimate.
• Requestor can retrieve price once the estimator
  releases.
• Requestor does not have access to estimating.
• Ideal for getting information in the system
  quickly.

9
E-Mail Triggers

• Request Submission
• E-mail is sent to the estimator (ID 1) with a
  link to the estimate.
• If using eService, CSR and customer receive
  e-mail.
• Estimate Status
• When the estimator changes estimate status to
  price complete, the CSR and salesperson will
  receive an e-mail notification.
• If using eService, the customer will receive an
  email with link to retrieve the original request
  with price.

10
Questions and Answers