Helpful Tips
Operational Errors
In this video, I demonstrate how to assign dimensions to equipment in order to detect when a sheet size is too large. By using the shapes library and providing dimensional data, we can easily identify any potential issues. I walkthrough the process ...
"Costs" Button Relocation
In this video, I will be discussing the latest build update, version 2023.20.5. I will show you the new location of the cost tab and explain how it has been moved from the upper right-hand corner to the summary tab below. This update will make it ...
Part Details Bar
In this video, we will walk you through the latest update on version 2023.20.5,which introduces a color coded option for the part detail bar. This new feature allows for easier identification and organization of line items. We will also show you the ...
Units
ClaricoQUOTE Units ClaricoQUOTE uses different unit types. Here is a list of acceptable units and abbreviation. Length Units meter, m meters, m millimeter, mm millimeters, mm centimeter, cm centimeters, cm inch, in inches, in foot, ft feet, ft yard, ...
Sales Terms
Master list of all the sales terms that are available. Default Sales Term Setup > Preferences & Costs > Quote Details > Terms Set the default Terms when creating a new quote. If a sales Term is assigned to an Organization then the sales term that is ...
Price Books
Price books allows you to change the cost or price of an item based on location or a custom rule. A quote has a price book and by changing the price book property of the quote the costs of the quote will change. This is often used where different ...
Margin vs Markup
The difference between margin and markup is that margin refers to sales minus the cost of goods sold (COGS), while markup refers to the amount by which the cost price of a product is increased to determine the selling price. Margin Unit Price = Unit ...