5. Quoting & Costing
Personal Information
Personal Information Each user has the ability to add and change personal information. To view or update information, navigate to 'My Profile' under Personal Settings in ClaricoQUOTE. Personal Information First Name (required): update user's first ...
Quote Item Location
Setup > Preference & Costs > Quote Details > Quote Item Location A quote has a manufacturing location that can determine the price book that will be used for that quote, but each line item can also have its own location based on what material is ...
Use Product Weight Cost
Setup > Preferences & Costs > Quote Details > Use Product Weight Cost Specifies the way that material costs are assigned. Options : Yes or No Note: All costs are saved in the Cost Table. By default Weight costs have a material and thickness assigned ...
Hardware Margin
Setup > Preferences & Costs > Quote Details > Hardware Margin Hardware Margin Set the Margin when adding components to a quote.
Outsource Margin
Setup > Preferences & Costs > Quote Details > Outsource Margin Outsource Margin Set the default Outsource Margin percentage. When adding an item as an Outsource or Sub Contract operation the Margin will default to this value.
Margin
Setup > Preferences & Costs> Quote Details > Margin Default Setting Set the default Margin or Markup for calculating the price for a quote or order item. The Margin or Markup is applied to a quote after the Material and Operation Costs have been ...
Profit Model
Setup > Preferences & Costs > Quote Details > Profit Model Set the profit model that will be used to calculate the prices for quotes and orders. Options: Margin or Markup Margin When the Margin option is selected the Price will calculated by applying ...
Operation Margin
Setup > Preference & Costs > Quote Detail > Operation Margin Default Setting Set the default Operation Margin for calculating the price for a quote or order item. Note: Depending on the Profit Model this will be a Margin or Markup value. When ...
Material Margin
Setup > Preferences & Costs >Quote Details >Material Margin Default Setting Set the default Material Margin for calculating the price for a quote or order item. Note: Depending on the Profit Model this will be a Margin or Markup value. When ...
Shipping Cost Type
Setup > Preferences & Costs > Quote Details > Shipping Cost Type Shipping Cost Type Options: Line Item or Distribute The shipping cost can be calculated with an operation or it can be added manually. Line Item The Line Item option will add the ...
Cost Model
Setup > Preferences & Costs > Quote Details > Cost Model Different costing models can be used to calculate the quote labor costs. Options : Labor Rate or Cost with Margin Labor Rate Whit the Labor Rate option selected the unit cost and unit price of ...
Quote Detail
Setup > Quote Details The following options are available in quote Details. Default Term - Quote Terms Default Ship Via - Quote Ship Via Cost Model Number of Cost Digits - Number of digits for cost values. Shipping Cost Type - Default shipping ...
Cost Rule
Cost rules allows you to set properties of a quote based on some defined rule. New Cost Rules Name: Name for the Rule Description: A short description the describes how the rule will affect a quote. Cost Rule Type: Type of rule Weight Rule: Adjust ...
Costs
The Cost screen allows you to manage all your material and operation costs in one locations. Each operation and material has an associated cost. Costs can be added to ClaricoQUOTE by using the interface, importing a CSV file or using the API with an ...