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• Introduction

Jobshop Estimating & Quotations system enables fully costed estimates to be generated for any new or repeat work, taking into account variable elements such as batch size. The potential profit from any order is known ahead of its acceptance and can be adjusted accordingly. The system allows quotations to be produced directly from the estimate. In addition, the original estimate information can be transferred automatically through to Jobshop’s sales and production systems following a ‘contract review’ check – avoiding unnecessary clerical effort and potential keying errors.

Standard material descriptions and prices already stored in the parts database can be pulled into the estimate. New parts or materials can also be entered directly into the estimate without prior entry into the main parts database. Jobshop Estimating and Quotations system provides simple search and retrieval of historical data and previous quotes.

High flexibility enables separate labour, material and outwork mark-ups to be applied, with any additional costs, such as special tooling or outwork elements, to be itemised on the estimate.

Multi-level estimates can be recalculated at the touch of a button to reflect changes made to meet customer delivery requirements, such as the use of bought out items. All estimate data is initially held separately from the main production system, in order to safeguard its accuracy and speed of operation. Accordingly, all new materials, routings and Bills of Materials (BOM) can be entered for estimate calculations without undue burden on the master database.

Quotations are fully customisable with the ability to add logos and images, create templates and define a library of terms and conditions.

Jobshop’s order confirmation feature incorporates powerful capabilities for validating every detail of the order, allowing automatic loading of the estimate into WIP, Sales and works orders, routing build and BOM without any administrative input.

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