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Phase Name- This cell sets the name of the Phase on a quote. When you create a new phase, the name is automatically set to "Default Phase" and if you do not change it from this, your quote will not show the phase name section. Only a name other than "Default Phase" will show up on a quote. If you have multiple phases, you can ensure the order in which they appear by using 01) , 02) , 03) etc. in front of the name. the quote will remove the 01) in the name when printing (note: there is a space after the ")" in these).
New Margin, New Markup, and New Customer Discount - Depending on your pricing type, the phase level will allow you to change only the appropriate cell. Lump Sum Sale and Lump Sum Sale + Tax will allow you to change the New Margin, Discount From List will allow you to change the New Discount, and Markup will allow you to change the New Markup column.
Pre-Tax Sell - This changes the overall price to the customer of this phase (before tax on Lump Sum Sale + Tax, Markup and Discount From List) (after Tax on Lump Sum Sale).
Phase QTY and Phase UOM - Used to setup a hybrid phase. Set this to anything but blank and choose a Phase UOM to roll up the items associated with the phase into one line with the phase name being the part number and the phase description being the Description with one summed up price.
Start Date - The anticipated start date of the phase
Installers Per Day - How many installers will be necessary per day to perform the installation of this phase
Installation Days - The number of days anticipated to perform the installation of this phase.
The right click "Context Menu" for Phases
When you right click on a phase, a pop-up menu will appear with functionality you don't get with the grid. Highlighting multiple phases in the grid and right clicking, will let you affect change on all selected phases. You will need to click (or highlight) the phase(s) you want to work with prior to right clicking for some of the functionality in this menu.
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BOM Name - This cell sets the name of the BOM. When you create a new BOM, the name is automatically set to "New BOM" but it can be changed to anything that best describes the BOM. BOM names do not show up on a quote, so changing the name is strictly for your own organization purposes.
New Margin, New Markup, and New Customer Discount - Depending on your pricing type, the BOM level will allow you to change only the appropriate cell. Lump Sum Sale and Lump Sum Sale + Tax will allow you to change the New Margin, Discount From List will allow you to change the New Discount, and Markup will allow you to change the New Markup column.
Pre-Tax Sell - This changes the overall price to the customer of this BOM (before tax on Lump Sum Sale + Tax, Markup and Discount From List) (after Tax on Lump Sum Sale).
Starters - This is used for kits. A kit must have already been added at the phase level in order for this cell to do anything. Any kit parts on the BOM that are marked as Starters will have the QTY multiplied by this number, then by the Rows cell.
Adders - This is used for kits. A kit must have already been added at the phase level in order for this cell to do anything. Any kit parts on the BOM that are marked as adders will have the QTY multiplied by this number, then by the Rows cell.
Rows - This is used for kits. A kit must have already been added at the phase level in order for this cell to do anything. Any kit parts on the BOM that are marked as starters or adders will have the QTY multiplied by this number, then by the Rows cell.
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The right click "Context Menu" for BOM’s
When you right click on a BOM, a pop-up menu will appear with functionality you don't get with the grid. Highlighting multiple BOMs in the grid and right clicking, will let you affect change on all selected BOMs. You will need to click (or highlight) the BOM(s) you want to work with prior to right clicking for some of the functionality in this menu.
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