Pricing
Anleitungen: 237 · Abschnitte: 12
Preismethoden und Einrichtungsoptionen16
- Build panel selling price from material cost plus edgeband, overhead and marginWork out a panel combo's selling price by adding material, edgeband, overhead and margin costs.
- Choose CBU or constituent pricing for a composite SKUDecide whether a composite SKU quotes a flat built-unit price or a price summed from its panels, hardware and finishes.
- Wie sich Schrank-Preismethoden kombinierenDie Küchenpreisgestaltung kann Laufmeter- und Stückkosten kombinieren; die Summen werden addiert, um das Angebot zu erstellen.
- Price a panel all-inclusive or by raw materialSee how panel-based pricing quotes one per-square-foot rate while raw-material pricing sums each constituent.
- Choose a cabinet pricing methodLearn the three ways cabinets can be priced: per square foot, from constituent elements, or from constituent elements with finish categories.
- Wählen Sie eine Preisberechnungsmethode: CBU, Bestandteile oder tagbasierte VorlagenLernen Sie die drei Arten der Preisberechnung kennen und erfahren Sie, woraus jede Methode den Preis berechnet.
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- Decide when to use panel pricingWeigh scalability and finish combinations to pick panel pricing, and choose the method before catalogue setup.
- Compare panel pricing and raw-material pricingLearn how the two pricing methods differ in how a panel's price breakup is entered and quoted.
- Eine Zeile aus dem Angebot ausblendenBlenden Sie eine Zeile aus, damit sie nicht im Angebot erscheint, und stellen Sie sie später wieder her, wenn Sie sie zurück benötigen.
- Calculate shelf cost point-wise from components and dimensionsCompute a shelf's cost from its individual components and dimensions so you get a precise figure rather than an estimate.
- Categorise products into premium and economy rangesUse the panel pricing template to bucket core and finish materials together into ranges such as 'Premium range' and 'Economy range'.
- How constituent and raw-material pricing worksGive each material in the design its own procurement price so the final quote reflects the actual materials selected plus margin.
- How panel and raw material pricing affect the quotation outputLearn why the final pricing quotation looks the same whether you use panel pricing or raw material pricing.
- How panel pricing overrides SKU-level sales channel pricesLearn which pricing method wins when SKU-level costing and template-based panel pricing both apply.
- How CBU units quote a flat SKU price with exclusionsLearn how a CBU SKU is quoted at its flat catalog price and how its exclusion list bills selected categories on top.
- Set the pricing method and material constituents in quotation preferencesChoose the pricing method and the material panel constituents used for woodwork cost under pricing and quotation preferences.
Vertriebskanäle, Preisarten und Sichtbarkeit18
- Set up sales channels and assign SKUs to themCreate sales channels, map SKUs to them, and control which prices each user sees.
- Bulk edit sales-channel prices and switch price types on a designEdit sales-channel and price-type values for many SKUs at once and re-price an existing design by switching its price type.
- Map sales channel to all SKUs and skip rates at confirmationMap a sales channel to every SKU at once, then adjust individual SKUs later where needed.
- Price a quotation when no active sales channel is setLearn what happens when a quotation is generated without an active sales channel and how to price it against a specific channel.
- Unmap the Default Sales Channel from SKUs and set custom pricesNew SKUs arrive mapped to the Default Sales Channel, so unmap it in bulk and switch a sales channel entry to Custom to give it its own price.
- Add sales channels in advanced pricing optionsSee the default sales channel already linked in advanced pricing options and add more sales channels with the select sales channel option.
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- Cascade pricing across business units and channelsBranch separate business units or channels from the master catalogue so each level applies and hides its own margin.
- How sales channel and location affect pricingLearn how pricing can be selected by sales channel and quoted differently per channel or location without changing the material specification.
- Assign price types to a user in the admin portalPick the Designer role under Access Level in the Add User dialog so the Sales Channel section appears, then fill in both required price fields.
- Assign sales channels to products and users to control price visibilityCreate sales channels, assign them to products and users, and control which prices each user can see.
- Den aktiven Vertriebskanal eines Designs ändernEin Design kann jeweils nur mit einem aktiven Vertriebskanal verknüpft sein. Ändern Sie daher den aktiven Vertriebskanal, um ein anderes Preisschema anzuwenden.
- Enable sales channel mapping and pricing when cloning a sales channel groupTick the clone option so the new sales channel group keeps its sales channel mapping and pricing, and know how cloned SKU prices behave.
- How sales channels map quality tiers to specific price fieldsLearn how sales channels let you create multiple quality tiers and account for channel-specific taxes and margins per unit.
- Keep admin visibility of all channels and pricesThe admin retains visibility of all channels and prices.
- Know who can edit prices and manage price typesCompare org-level and BU-level catalog manager rights to see who can change which prices and price types.
- Map price types to users at org and BU levelAssign price types per user at org and business-unit level so each designer sees the right prices and quotations default correctly.
- Understand what a price type is and how the Default one worksSee how price types act as named price lists scoped to an organization and where the Default list comes from.
- Why price types silently show the default priceUnderstand why every price type shows the same price and how linked and custom price rows behave.
Rohmaterial-, Oberflächen- und Kantenband-Sätze12
- Set up panel, finish and edge-band rates for cabinet pricingEnter the per-square-foot and running-metre rates that feed panel pricing, including wastage and the costs applied on top.
- How panel pricing uses shutter, carcass and back panel combinationsLearn how expected combinations in price settings drive panel pricing for shutters, carcasses and carcass back panels.
- Check edgeband rate when cabinet costing looks too highIf a cabinet's costing looks far too high, check the edgeband rate in the hardware library.
- How edge band pricing is added to a quotationLearn when edge band cost is added as its own pricing element and when a panel pricing template's all-inclusive rate already covers it.
- Group finishes into rate bands and price glassGroup finishes into rate bands with one all-inclusive rate and price glass with its own pricing template.
- How cabinet pricing combinations are generatedPricing combinations for cabinets are generated automatically, so you do not have to build them manually before quoting.
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- Enter material and component prices so design costing is generatedEnter per-square-foot base rates for materials and components once in the catalogue so each design's pricing is generated automatically.
- Fix shutter core material that differs from the unit settingCheck the shutter panel's own core source when a shutter's core material in a pricing quotation differs from what is set at the unit level.
- Prepare core materials, finishes and tags for panel pricing templatesSet up core materials, finish subcategories and tags so each template maps to the right combination.
- Fix panel pricing that does not map from the templateCorrect a panel's core material or finish in the template so its price maps.
- Set combined panel prices at category or SKU levelConfigure combined panel prices for groups of similar finishes.
- How material pricing uses economic, mid-range and premium rangesLearn how material price ranges are configured in the admin portal and then used within the design when generating pricing.
Vorlagen für die Plattenpreisgestaltung12
- Create a panel pricing template and enter combination ratesBuild a template in the admin panel pricing screen, tag its combinations and enter a selling price per row.
- How panel pricing templates price a panelSee how a panel's rate comes from the template matching its core, external finish and internal finish combination.
- Edit panel pricing via CSV download and re-uploadChange panel pricing in bulk by downloading the template as a CSV, updating the prices, and re-uploading it.
- Rufen Sie eine Preisvorlage für Schrankpaneel-Design ab, die angewendet werden sollStellen Sie sicher, dass auf das Paneel tatsächlich ein Schrankpaneel-Design angewendet wurde, damit die Preisvorlage mit dem Tag für Schrankpaneel-Design abgerufen wird.
- Edit panel prices directly in the pricing templateOpen the panel pricing template and change the price values for the relevant core material and finish combination, without re-creating the template.
- See panel pricing templates and panel prices in Price SettingsFind the panel pricing templates a design uses and the price details of every panel under the 'From panel pricing template' method.
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- Pauschalpreise der Preisvorlage per CSV-Download und erneutem Hochladen bearbeitenÄndern Sie die Preise für viele Kombinationen auf einmal, indem Sie die Preisvorlage als CSV herunterladen, sie in einer Tabellenkalkulation bearbeiten und erneut hochladen.
- Choose which data a design template carries over when saving itDecide what data is carried over when you save a design as a template.
- Neue Preisvorlage durch Import aus einer vorhandenen Vorlage erstellenErstellen Sie eine neue Preisvorlage, die Struktur und Einstellungen einer vorhandenen Vorlage übernimmt, und passen Sie anschließend die Materialkosten und Verkaufspreise nach Bedarf an.
- Create a pricing template in the preferences panelCreate a new pricing template in the preferences panel so consistent pricing can be applied to a material.
- Create pricing templates only after tags exist for combinationsCreate all required tags first, then build a pricing template for each combination in the admin portal, separated by material tier.
- Preisvorlagen-Sätze durch Suchen oder Filtern der Vorlagenliste bearbeitenFinden Sie eine Preisvorlage über die Suche oder Filter, öffnen Sie sie und ändern Sie ihren Satzwert direkt.
SKU-Preise, Margen und Steuern19
- Nullpreise oder falsch skalierte Preise bei neu hinzugefügten SKUs behebenPrüfen Sie die Preiseinheit des Kategorietyps und geben Sie dann den Satz in dieser Einheit im Standardpreis der SKU ein, damit neue Artikel nicht mehr mit null bepreist werden.
- Bulk edit SKU prices by same value or CSV re-uploadUpdate many SKUs at once by applying one price to all selected SKUs or by re-uploading a modified CSV of the SKU list.
- Bulk edit prices for a whole categoryChange prices for every item in a category at once with bulk actions in the admin portal.
- Change many SKU prices in one pass via Bulk EditTick the SKUs or groups in the admin catalogue and change their prices together with Bulk Edit.
- Edit SKU prices individually or in bulk via CSVChange one SKU's price directly or update existing prices across sales channels.
- Bulk edit prices, margins and taxes via CSVUpdate prices, margins and taxes for many SKUs at once by editing a downloaded CSV and uploading it back.
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- Apply hardware price adjustments with a CSV uploadApply price adjustments across many hardware items at once with a CSV upload.
- Bulk edit core material pricing via CSV uploadUpdate core material pricing in bulk by downloading the CSV, editing only the pricing, margin and taxes fields, and uploading it back.
- How margin pricing is calculatedLearn how a SKU's selling price is built from cost, margin and tax, and how assembled units and cost-price quotations are handled.
- Read tax, margin and channel prices on a cabinet quotationUnderstand how tax and margin are folded into the panel and unit prices you see in a quotation.
- Set a SKU's price, tax and margin in the catalogueEnter the default price, unit, tax percentage and margin percentage on a SKU so it can be used in designs.
- Understand the three tables in Price SettingsLearn what the CBUs, panel pricing template and SKU Prices tables in Price Settings each hold.
- Export pricing data as CSV from Sales Channels modify sectionDownload the pricing template's Sales Channels data as a CSV file so you can edit prices in bulk.
- Wie manuelle Preisüberschreibungen bei einer SKU erhalten bleibenErfahren Sie, wie Änderungen an Einzelpreis, Steuer, Marge, Rabatt, Vertriebskanal oder Preistyp in einer Angebotszeile gegen die SKU gespeichert werden und beim Design erhalten bleiben.
- How the selling price is computed from price, margin and taxLearn how base price, margin and tax combine into the quoted selling price and why margin is a share of the selling price.
- Map sales channels and modify pricing in Panel Pricing TemplatesOpen the Sales Channels tab to map or unmap sales channels, modify default and sales channel pricing, and download quotation outputs.
- Return an SKU to normal pricing modeSet an SKU's pricing mode back to default so it no longer uses custom or advanced pricing.
- Set up advanced pricing and discounts per sales channelConfigure each sales channel's price field, pricing mode, tax, margin and discount in a SKU's Advanced Pricing Options, and keep a price field that a channel still relies on.
- Switch a SKU's pricing source and see it propagate to channelsChange the pricing-source switch on the default price and understand how the costing fields overwrite every sales-channel price.
Preisgestaltung für Klappen, Beschläge und Bestandteile31
- Die Kostenaufschlüsselung pro Position eines Schranks in Price Settings ansehenÖffnen Sie Price Settings, um den Schrank als Ganzes und jede Position – Dekorplatten, Beschläge und weitere – mit ihrem Preis zu sehen, und scrollen Sie dann, um zu erkennen, was die Kosten bestimmt.
- Price shutters, profiles and hardware from constituentsSet up constituent pricing for shutters, profiles and hardware, including square-foot rates and the mixed design-plus-constituents mode.
- See where unquoted hardware and handles appear in a design quotationLearn how hardware that is not quoted on top and handles are listed and totalled in a design quotation.
- Choose how hardware appears in pricing quotationsSet the hardware definition for a quotation so hardware is listed either as top level hardware or as all hardware, with level 2 hardware grouped into Built-in Hardware.
- Read a cabinet's hardware and price detailsOpen a cabinet's price Details to see each hardware item's SKU, quantity and price, and the cabinet's final price in the footer.
- Wählen Sie, wie Produktpreise in einem detaillierten Angebot aufgeteilt werdenLegen Sie 'Product price split in detailed quote' fest, um den Produktbetrag in der Angebotsübersicht als separate Positionen Woodwork und Hardware anzuzeigen.
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- Handle drawers, excluded items and price checks in a quotationKnow where drawer costs land, how to split out items like countertops, and how to trace a cabinet price that looks too high.
- Hardware BOQ shows hardware prices only, not core or finish materialsThe hardware BOQ carries pricing for hardware items only.
- How shutter design pricing is calculatedLearn how a shutter design's price is built from its per-square-foot rate, its total shutter area and the prices of the panels inside it.
- Verify hardware price in admin portal advanced pricingConfirm that once a hardware price exists, the design portal uses it in the quotation without disturbing the rest of the pricing.
- Price shutters and hardware outside the panel templateDecide when shutters are priced from their designs and keep hardware priced separately from panels.
- Use hardware BOQ to check hardware quantities for presentationsUse the hardware BOQ to view correct hardware quantities when they are difficult to present from the design view.
- Wie Hardware innerhalb oder außerhalb der Schrankreihe bepreist wirdSehen Sie, wo die Hardwarekosten landen, wenn sie ein Kind des Schranks bleibt und wenn sie oben angezeigt wird.
- How profile shutters are pricedLearn how a profile shutter configuration is priced from a separate shutter profile and handle profile, each with its own rate.
- Read a quotation row's cabinet price detailsOpen the Details modal on a quotation row to see its panels, hardware, accessories, child units and other details.
- See how a cabinet row's price is built from its partsLearn why a constructed cabinet's price comes from its raw materials, finished materials and hardware instead of a flat SKU price.
- Charge extra for a shutter design via design-based pricingCharge extra for a shutter design by pricing the item from its design and components in the pricing sales channel.
- Generate BOQ and cut listDownload cabinet BOQs and cut lists, build custom BOQ schedules, and publish them as reusable templates.
- How hardware and accessory costs are calculatedThe cost shown for hardware and accessories in a design line item comes from the cost entered on the admin portal.
- Price hardware per unit or per set in the hardware sheetSet the price unit in the hardware sheet so each hardware item is priced per unit or per set.
- Add shutters through the parent partition configurationSelect the top node or parent partition to add a shutter system configuration, then adjust the pre-created shutter options as needed.
- Get countertop length for material quantity listsObtain the worktop or countertop length so it can be used in material quantity lists.
- Keep wall accessories out of the quotationPlace design elements such as wall props and other accessories in a separate Wall accessories category type so they stay out of the quotation.
- Price sliding mechanism as miscellaneous connectorUse the miscellaneous connector to price a sliding mechanism, since it exists for pricing only.
- Eine Hardware-Kategorie als eigene Angebotszeile ausgebenScharniere und ähnliche Hardware aus der Schrankzeile herauslösen, damit sie als separate Positionen gedruckt werden.
- Hardware standardmäßig oben anzeigenLegen Sie in den Preisvoreinstellungen fest, dass integriertes Hardware in einer Zeile aufgeführt wird, statt in jedem Schrank abgerechnet zu werden.
- Show leg fittings on top to view carcass priceEnable this setting so all fittings are displayed on top and the carcass price is shown correctly.
- Split BOQ pricing by panel core, edge band and finishCreate a new BOQ schedule with panel core, edge band and finish cabinet as split groups so pricing is broken out by each.
- Understand profile BOQ quantitiesLearn that the BOQ for profile shutters reports the exact profile length the design needs, not the fixed market purchase length.
- Understand where ERP codes appear in the quotationLearn that ERP codes are shown in the raw material BOQ and hardware BOQ only.
- Verify hardware costs against the costing sheetCheck the platform's hardware costs, such as minifix and dowel, against the costing sheet.
Fertigungsregeln und Kostenfaktoren7
- Gemeinkosten und Verschnitt über Fertigungsregeln in der Preisgestaltung hinzufügenKonfigurieren Sie Gemeinkosten, Verschnitt und Bearbeitungskosten als Fertigungsregeln und aktualisieren Sie den Cache des Designs, damit die Preisgestaltung sie verwendet.
- Apply manufacturing rule costs per panel by ply areaLearn how additional cost in manufacturing rules is applied per panel by ply area and how to get a percentage-style uplift instead.
- Apply manufacturing rules per carcass subtypeSet manufacturing rules on each cabinet sub-unit so only that sub-unit's panels change.
- How a manufacturing rule's cost action splits cost aspectsLearn how a manufacturing rule's cost action separates panel conversion cost, packing material cost and assembly cost, each with its own basis.
- Add a per-square-foot price increase via advanced pricingApply a price increase for a design option by opening Advanced Pricing from the properties.
- Choose how labour cost is charged: frontal area or per boardAdd labour or installation cost either on the frontal area of the cabinets as a design service charge or per board at a separate rate as a manufacturing rule action.
Dienstleistungsgebühren und Zusatzgebühren15
- Flächenbasierte Leistungen wie Arbeitslohn nach Frontfläche berechnenLeistungen wie Arbeitslohn, Transport und Montage nach der gesamten Frontfläche eines Angebots statt pro Platte berechnen.
- Configure a service charge as a percentage of total product costSet a service charge as a percentage of the total product cost and control what your quotations show, including excluding pricing elements, listing woodwork items separately and adding notes on a downloadable summary page.
- Add a hidden cost as an apportioned chargeAdd a cost without its own quotation line and spread it over the items as an apportioned charge.
- Add area-based installation charge as a custom service lineAdd an installation charge to a quote as a custom service line priced per square foot.
- Add installation, transport or labour as separate quotation line itemsAdd service rows to a quotation so transport, installation or custom labour charges appear as their own line items.
- Add terms and conditions as term-and-condition pairs in quotation settingsEnter each term together with its condition, one pair at a time, in quotation settings, where you can also add default service charges.
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- Add transportation or service charges via settings or admin portalAdd transportation and other service charges to a project so costs such as transport appear as separate line items on the quotation.
- Edit service charges directly on the quotation toolbar per quotationChange the service charges that apply to a single quotation from the service charges option on its toolbar.
- Set up quotation terms, service charges and payment scheduleAdd terms and conditions, service charges and an installment payment schedule in quotation settings.
- Structure a quotation with system overrides and service chargesBuild a quotation that includes system overrides and service charges.
- Individuelle Servicegebühren für Artikel wie Wandverkleidungen in der Produktion hinzufügenFügen Sie in der Produktion eine individuelle Servicegebühr hinzu, um Artikel zu bepreisen, die keine Standardkatalogpositionen sind, wie zum Beispiel Wandverkleidungen.
- Add extra charges and taxes to a quotationAdd absolute or percentage-based extra charges and taxes to a quotation.
- Add lumpsum door cost via service charges in pricingCharge a lumpsum amount for items such as doors that are not priced directly in the quote by adding it as a service charge.
- Add or remove service charges in admin preferences and settingsSet up service charges in admin so you can add new ones or delete existing ones.
- Set default service charges by flat type on admin portalAdd service charges such as floor protection as default line items on the admin portal, then calculate them from the flat area or set fixed costs for standard apartment types.
Angebotszeilen, Zusammenführung und Anzeige37
- Add custom rows for area-based charges like labour or transportCharge for services such as labour, transportation or installation by area instead of per cabinet.
- Export a customer quotation with unit-wise material and hardware detailsExport a customer quotation so each unit is listed separately with its material and hardware, and choose which price columns to show or hide.
- Wie die optionale Zusammenfassungsseite in Angebots-PDFs eingebunden wirdErfahren Sie, was die optionale Zusammenfassungsseite einem heruntergeladenen Angebots-PDF hinzufügt, wie Preise, Hinweise und Unterschriften gesteuert werden und wie mit langen Namen und Überlauf umgegangen wird.
- Understand deleted SKU pricing behaviourLearn that quotations still point out affected deleted SKUs as before.
- Understand how quotations price by unit, not per panelSee how removing an accessory from a unit shows nil or empty in the accessory column and reduces the room cost so the client can see each unit's contribution to the total.
- Use work scopes to limit a quotation to selected roomsSwitch, create or edit work scopes from the Work Scope dropdown so a quotation covers only the rooms you choose.
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- Eine Angebotszeile ausblenden und wieder einblendenBlenden Sie eine Zeile aus, damit ihr Betrag aus den Summen verschwindet, und holen Sie sie jederzeit zurück.
- Ausgeblendete Zeilen im Preisangebot wiederherstellenÖffnen Sie die Liste Hidden Elements und fügen Sie die von Ihnen markierten Zeilen wieder in das Angebot ein.
- Set up design fees in quotation preferencesSwitch design fees on in quotation preferences, set a percentage and a custom label, and they appear as their own line in the quotation.
- Configure summary page costing breakdown in settingsChange the summary page format from settings and choose how costs are grouped so each group's cost is displayed per room.
- Die Beschreibung in PQ ist eine zusätzliche Zeile, keine bestellbare SpalteSehen Sie, wie eine SKU-Beschreibung in einem Preisangebot als zusätzliche Zeile unter dem Artikel erscheint und nicht als bestellbare Spalte.
- How per-set SKUs are counted and shared across rowsLearn how a per-set SKU's sets are rounded up once on the design-wide total and then shared proportionally across rows, and how to set up hinges, profiles and hardware for per-set pricing.
- How quotation preferences define fields and item display optionsLearn how quotation preferences control which fields appear in a quotation and how items are calculated, highlighted and ordered.
- How the quotation header rows and Quotation ID workLearn what the quotation header and sub-header rows contain and why the Quotation ID and Price Expiry Date change on every export.
- Positionen, die nie zu einer gemeinsamen Angebotszeile zusammengeführt werdenErfahren Sie, welche Positionen immer eine eigene Zeile behalten und wie die Gruppierung von Einbauhardware gesteuert wird.
- Untergeordnete Elemente in der Spalte Includes der übergeordneten Zeile anzeigenBehalten Sie Zubehör und andere untergeordnete Elemente als Text in der übergeordneten Zeile, statt sie als separate Zeilen zu führen.
- Why grouped units with different core materials show material as mixedLearn why a group of units with different core materials cannot display a single material in a quotation.
- Add hidden quotation costs via portion charges under discountEnter hidden line items as portion charge rows under a discount, with no limit on how many rows you add.
- Add size details to SKU name or model number to show in quotationEnter size details in a SKU's name or model number field so they appear next to the product in the quotation.
- Eine Möbeleinheit N-mal mit Ausgabemenge abrechnenLegen Sie eine Ausgabemenge auf oberster Möbelebene fest, damit das Angebot diese Einheit und alles darin N-mal abrechnet, ohne die Geometrie zu duplizieren.
- Check BOQ details to find products left out of pricingOpen the details view of a calculated quotation to see the line-by-line breakdown and find products left out of pricing.
- Collapse or expand the modify section in the price list panelUse the arrow control in the price list panel only to open or close the modify section, since it performs no export or selection action.
- Control countertop visibility in the raw material listEnable the countertop category type in BOQ preferences so it appears in the raw material and procurement list.
- Einen Arbeitsumfang über das Dropdown Work Scope des Angebots erstellenErstellen Sie einen Arbeitsumfang über das Dropdown Work Scope des Angebots; er wird sofort zum aktiven Umfang.
- Enable a design fee by default on quotationsTurn on a design fee so it is applied by default on quotations.
- Elemente wie Schornstein und Geräte vom Preisangebot ausschließenAusgeschlossene Elemente im Design sichtbar lassen, sie aber nicht in den Kosten für den Kunden aufführen.
- Wie zusammengeführte Zeilen und Ausgabemenge angezeigt werdenErfahren Sie, was eine zusammengeführte Zeile anzeigt und wie die Ausgabemenge beim Erstellen einer Zeile angewendet wird.
- Wie die Roomwise-Segregation entscheidet, zu welchem Raum ein Element gehörtSehen Sie, wie jedes bepreiste Element einem Raum zugeordnet wird, wie Bereiche sortiert und beschriftet werden und warum einige Elemente in 'No Room' landen.
- How taxes are added to a quotationLearn how taxes are applied on top of the calculated price in the quotation.
- Das Preisangebot im Design-Editor öffnenÖffnen Sie den Modus Pricing Quotation über die Symbolleiste Production Details, um die Angebotstabelle für Ihr Design zu erstellen und anzuzeigen.
- Angebots-PDF drucken: Dateibenennung, Ausrichtung und SeitenlayoutDrucken Sie die Angebotstabelle in der App als PDF – mit dem erwarteten Dateinamen, der Ausrichtung, der Seitenaufteilung und der Übersichtsseite.
- Interaktionen auf der Angebotsfläche: Scrollen, Bearbeiten, Auswählen und SuchenErfahren Sie, wie die Angebotsfläche scrollt, Elemente zum Bearbeiten öffnet, Zellen auswählt und Suchtreffer hervorhebt.
- Resize quotation canvas columns and understand column weightsDrag a column boundary to resize that column and its right neighbour as a pair, and learn how the new widths are saved as relative weights.
- Show GST as a separate line on quotationsTurn on separate-tax quotation mode so GST appears as its own line rather than inside the price.
- Stop walls appearing in the quotationKeep walls out of the quotation by understanding why the default wall SKU shows up as a line item.
- Understand which items appear as line items in a quotationLearn that whatever is added while building a quotation appears as a line item in the output.
- Welche Artikel zu einer Angebotszeile zusammengeführt werdenSehen Sie die Übereinstimmungsregeln, die festlegen, wann doppelte Artikel zu einer einzigen Zeile mit summierter Menge zusammengeführt werden.
Rabatte, Steuern und Preisaufschlüsselungen13
- How a discount row's type and category workSet a discount row as an absolute amount or a percentage, and choose the woodwork category to apply it only to the woodwork portion of the quotation.
- How margin appears on a quotationLearn that margin is built into each SKU's selling price rather than shown as its own line, and how to handle a charge that must appear at project level.
- How transportation and packing charges are added after discountSee how a cabinet discount leaves transportation and packing/loading charges out of the discounted amount and adds them separately as distinct lines in the estimation.
- Set a SKU discount in the admin catalogueOpen the Discount field's edit icon in Manage Default Pricing to set a SKU's discount and see it applied to the Selling Price and quotation.
- Understand why workscope totals don't tally with an absolute discountLearn how an absolute discount is applied at whole-design level and why workscope totals can differ from the design total.
- How per-element other charges are calculatedLearn how a quotation row's own other charges are entered, taxed and folded into the element's price.
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- How SKU discounts and the Other Discount line are calculatedSee how discounts set on a SKU's price row are computed per element in a quotation and how they combine with quotation-level discounts and admin caps.
- How tax is computed before discount and reduced proportionallyLearn how the engine prices and taxes every element before applying discounts and then claws back the tax on the discounted amount.
- How the management discount is applied to the net payableSee where the management discount sits in the order of operations and how it prints on the Summary.
- Understand how multiple quotation discounts stackSee how ordered discount rows apply one after another to the remaining amount, so two 10% discounts give 19% rather than 20%.
- Understand how woodwork and hardware discounts are appliedLearn that the woodwork and hardware discounts are applied independently of one another.
- Which items a Woodwork vs Hardware discount actually touchesLearn which items each discount bucket covers and how a discount row's category decides whether cabinet, hardware or service prices are reduced.
- Warum der Preis einer Zeile ihre Aufschlüsselung der Ebene 2 übersteigtErfahren Sie, wie umgelegte Zuschläge unsichtbar in den Preis jeder Zeile eingerechnet werden, sodass eine Zeile der obersten Ebene die Summe ihrer sichtbaren Bestandteile der zweiten Ebene übersteigen kann.
Preismodi und erweiterte Parameter38
- How core material choice drives priceLearn how the selected core material drives pricing and edge band selection, even when it is not used in the cut list.
- Choose between panel based and constituent based woodwork pricingLearn the two woodwork pricing methods and which setting decides the one used, including how board based pricing adds the wastage factor.
- Wie die plattenbasierte Preisgestaltung Platten und Verschnitt berechnetErfahren Sie, wie die plattenbasierte Preisgestaltung den tatsächlichen Plattenverbrauch und den Verschnittfaktor eines Designs in den Preis umrechnet.
- Derive a raw material's per-square-foot rate from board costWork out a material's square-foot rate by dividing the full board's purchase cost by its area in square feet.
- Wie die Plattenkalkulation den Verschnitt zum Preis hinzufügtErfahren Sie, wie das Ein- oder Ausschalten der Plattenkalkulation in den Preiseinstellungen ändert, ob Verschnitt im berechneten Preis enthalten ist.
- How modular items and 3D models are pricedLearn which items reprice when you change their material, size or finishes and which keep a fixed price.
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- Price on actual board area to factor in wastageCharge on actual board area instead of actual panel area so wastage is factored into the price automatically.
- Set pricing per unit, square meter or square footChoose whether a cabinet is priced per unit, per square meter or per square foot, with square meter pricing calculated from the front area.
- How skirting affects wardrobe and base unit pricingLearn when skirting is counted in a unit's area and why quotations show constructed dimensions rather than overall size.
- Move qty-priced SKUs out of per-length pricing categoriesLearn why hardware categories such as hanger rod price by default on a per-length basis.
- Set default and customer-specific prices for material propertiesSet default pricing for material properties, define prices per square foot for each material, and edit customer-specific pricing ranges separately from default pricing.
- Check which pricing method is in useSee which pricing method is currently in use in the pricing settings.
- Declare lamination type in Admin settings propertiesDeclare the lamination type in Admin settings properties so pre-finished items are not charged an extra finish price.
- How pricing preference changes affect existing and new designsLearn why changing a pricing preference leaves existing designs on their original calculation while new designs pick up the new setting, and how manual lump-sum pricing differs from HF-based pricing.
- Set up per-square-foot pricing on a category typeChoose per-square-foot pricing by setting the category type's pricing dimension to area and its unit to square foot or square metre.
- Enable board-based pricing in price settingsTurn on board-based pricing for a quotation and set the portion charge percentage so the design is calculated with board-based pricing.
- Fix a carcass line showing Not Applicable without CBO pricingWhen a project is not using CBO (cabinet-based) pricing, the carcass line takes the constructed price instead of showing Not Applicable.
- Wie der Preis je nach Materialgüte variiertErfahren Sie, wie die von Ihnen gewählte Materialgüte den Preis bestimmt und wie Sie in einem Preisschema unterschiedliche Sätze für unterschiedliche Güten beibehalten.
- Price false ceiling civil work as an area-based service chargeAdd a False Ceiling Services row in the Service Charges screen and price it per square foot of area.
- Set edgeband wastage per side in admin preferencesChange the Edgeband Wastage Per Side value in Org Preferences so edgeband quantities in your BOQ reflect the wastage you allow.
- Use advanced pricing options and bulk actionsUpdate values across many products at once and control how each unit's final selling price is derived from cost and margin.
- Apply board-wise pricing to carcass boardsGive each board its own rate so it feeds into the carcass price.
- Einheiten mit Bulk Disable aus einem Arbeitsscope ausschließenAktivieren Sie die Kontrollkästchen der Einheitenkarten unter 'Show Units' und drücken Sie 'Bulk Disable (n)', damit der mit 'Create and continue' erstellte Scope diese Einheiten auslässt.
- Fix a user component missing from a quotation after refreshing SKU cacheWhen a user component is converted, the system creates a design-level SKU used for outputs and pricing.
- Get pricing applied automatically to designsWith the pricing module active, designs created by users get their pricing applied automatically.
- Group laminates and manage material categories in pricingDelete, clone and update properties for materials such as BWP, HDMR and particle board from the material category list.
- How a quotation service charge row's basis and percentage are calculatedLearn which basis a service charge row uses and what a Percentage row is taken of and shown as.
- How area-based pricing uses total frontal areaLearn how the system shows the total area in square feet for the design when pricing by area.
- How frontal-area service charges follow width and height changesSet an assembly or installation charge on total frontal area and let the software recalculate it whenever a unit's width or height changes.
- How panel size rounding affects pricingLearn that panel dimensions are rounded off in the software, so a computed size such as 184.8 can appear as 185.
- Wie die Preismodi pro Quadratfuß, pro Einheit und pro Set festgelegt werdenErfahren Sie, wo der Preismodus einer SKU festgelegt wird, was sich ändert, wenn er umgestellt wird, und wie Sie nach einer Einheitenänderung die Preise neu berechnen.
- How service charge types and their bases are set upLearn which Service Charge Type and basis a service row can take and how an Area Basis charge is calculated.
- Keep countertops in pricing by not setting thickness to SelfLearn why a countertop whose thickness is set to Self drops out of the pricing quotation and what to do so it appears.
- Price custom design items by hand on the quotationFor a custom design, set the quotation row to 'Custom' and enter the unit price, tax, margin or discount yourself for each custom item.
- Switch board based pricing on or off for a designTurn board based pricing on or off for a design in Pricing Settings and see how the design's panel and product prices change.
- Switch corner unit frontal area basis to restore older pricing methodCorner unit pricing can be calculated on two frontal-area bases, and you can switch the preference to visible front to price corner units the older way.
- Understand that pricing is fetched from the admin portal across projectsLearn why pricing does not need to be re-entered per file and the same rates apply wherever an item is used.
- Verstehen, wo die Beschaffungssatzgröße giltErfahren Sie, welche Preis- und BOQ-Ausgaben die Beschaffungssatzgröße verwenden und welche immer exakte Mengen melden.
Preisprobleme und Lösungen19
- Add factory costs with manufacturing rulesAdd panel wastage, edge band wastage, assembly and operations/installation costs to pricing, with wastage factors set per material type.
- Materialkosten mit dem Angebot vergleichenVergleichen Sie die Materialkosten anhand der BOQ mit dem Angebot, da die Rohmaterialansicht keine Preise anzeigt.
- Find a panel pricing template and refresh design cacheLocate a panel pricing template in the admin portal and refresh the design cache so the updated data shows in your design.
- How a cabinet's overall price depends on included componentsLearn how the cabinet's overall price reflects which components are actually included in the combination.
- Check that opening a pricing quotation leaves the design unchangedOpen the pricing quotation and confirm the cabinets and the hardware your org's rules added to them are the same before and after.
- Check zero-priced items before sending a quotationKnow when a zero price is reported as a pricing issue and when you must check it yourself before sending a quotation.
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- Fix auto-created templates that quote at zeroClear zero-priced auto-created templates by creating the missing combination so panels pick up a real rate.
- Read the colour legend on Price Settings > SKU PricesLearn what the colour legend on Price Settings > SKU Prices means and why its entries are not filters.
- Cache in der Konstruktion aktualisieren, nachdem die Hardware-Preisgestaltung geändert wurdeAktualisieren Sie den Cache der Konstruktion, damit Ihre Änderungen an der Hardware-Preisgestaltung in der Konstruktion angezeigt werden.
- Check item pricing at design level via Price SettingsOpen Price Settings to check the pricing of all keys at the design level.
- Enable quotation download from the design appLet a user download a pricing quotation from the design app by turning on the matching option in the admin panel.
- Fix a missing price caused by a deleted SKURe-apply the finish on the affected component to restore price detection in an existing design.
- Fix a tax mismatch from apportioned-charge tax settingsWhen a quotation's tax total does not match the expected figure, check the tax percentage configured on apportioned charges.
- Fix pricing errors when a catalogue item is missing from the sales channelMake sure every item used in your designs exists in the sales channel before you price them.
- Fehlgeschlagene oder nie ankommende Angebots-Downloads behebenFinden Sie heraus, warum ein CSV-, PDF- oder XLSX-Export eines Angebots nicht heruntergeladen wird, Erfolg ohne Datei meldet oder nach dem Einreihen in die Warteschlange nie ankommt.
- Hide price settings and finishes from designersStop designers from seeing price settings and finish details by disabling them for designers in the admin settings.
- How designs cloned from a template inherit cached SKU pricingLearn how a design created from a template carries the template's saved SKU data and older cached pricing into the new design.
- Switch pricing mode in price settings and download CSV to verify ratesCheck each material's rate on the price settings screen and download the CSV to see exactly where prices are generated.
- Understand the countertop Self alertLearn what the information message means when you switch a countertop from a SKU to Self and how it affects your work.