Pricing
Guides : 237 · Sections : 12
Méthodes de tarification et choix de configuration16
- 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.
- Comment les méthodes de tarification des armoires se combinentLa tarification de la cuisine peut combiner un coût au mètre linéaire et un coût à l'unité, et les totaux sont additionnés pour établir le devis.
- 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.
- Choisir une méthode de tarification : CBU, éléments constitutifs ou modèles basés sur des étiquettesDécouvrez les trois façons d'établir la tarification et ce à partir de quoi chaque méthode calcule le prix.
Tout afficher (16)
- 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.
- Masquer une ligne du devisMasquez une ligne pour qu'elle n'apparaisse pas dans le devis, et restaurez-la plus tard si vous en avez besoin.
- 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.
Canaux de vente, types de prix et visibilité18
- 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.
Tout afficher (18)
- 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.
- Changer le canal de vente actif d'un designUn design ne peut être lié qu'à un seul canal de vente actif à la fois. Changez donc le canal de vente actif pour appliquer un autre ensemble de tarifs.
- 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.
Tarifs des matières premières, finitions et chants12
- Configurez les tarifs des panneaux, des finitions et des chants pour le chiffrage des meublesSaisissez les tarifs au pied carré et au mètre courant qui alimentent le chiffrage des panneaux, y compris les pertes et les coûts appliqués en sus.
- 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.
Tout afficher (12)
- 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.
Modèles de tarification des panneaux12
- 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.
- Obtenir un modèle de tarification de panneau avec design de volet à appliquerAssurez-vous qu'un design de volet est réellement appliqué au panneau afin que le modèle de tarification portant l'étiquette design de volet soit récupéré.
- 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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- Modifier en masse les tarifs du modèle de tarification via le téléchargement et le rechargement d'un CSVModifiez les tarifs de nombreuses combinaisons à la fois en téléchargeant le modèle de tarification au format CSV, en le modifiant dans un tableur et en le rechargeant.
- Choose which data a design template carries over when saving itDecide what data is carried over when you save a design as a template.
- Créer un nouveau modèle de tarification en important à partir d'un modèle existantCréez un nouveau modèle de tarification qui hérite de la structure et des paramètres d'un modèle existant, puis ajustez les coûts des matériaux et les prix de vente selon vos besoins.
- 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.
- Modifier les tarifs des modèles de tarification en recherchant ou en filtrant la liste des modèlesLocalisez un modèle de tarification par recherche ou par filtres, ouvrez-le et modifiez directement sa valeur de tarif.
Prix des SKU, marges et taxes19
- Corriger les prix nuls ou anormalement échelonnés sur les SKU nouvellement ajoutésConfirmez l'unité de tarification du type de catégorie, puis saisissez le tarif dans cette unité sur le prix par défaut du SKU afin que les nouveaux articles ne soient plus chiffrés à zéro.
- 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.
Tout afficher (19)
- 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.
- Comment les remplacements manuels de prix persistent sur un SKUDécouvrez comment la modification du prix unitaire, de la taxe, de la marge, de la remise, du canal de vente ou du type de prix sur une ligne de devis est enregistrée sur le SKU et reste associée au design.
- 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.
Tarification des vantaux, de la quincaillerie et des composants31
- Consultez le détail du coût poste par poste d'un caisson dans Price SettingsOuvrez Price Settings pour voir le caisson dans son ensemble et chaque ligne de stratifié, de quincaillerie et d'autres postes avec son tarif, puis faites défiler pour repérer ce qui pèse sur le coût.
- 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.
- Choisir comment les prix des produits se répartissent dans un devis détailléDéfinissez 'Product price split in detailed quote' pour afficher le montant du produit sous forme de lignes Woodwork et Hardware distinctes dans le récapitulatif du devis.
Tout afficher (31)
- 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.
- Comment le prix de la quincaillerie est calculé à l'intérieur ou à l'extérieur de la rangée de meublesVoyez où le coût de la quincaillerie est comptabilisé lorsqu'il reste un enfant du meuble et lorsqu'il est affiché séparément.
- 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.
- Promouvoir une catégorie de quincaillerie en ligne de devis distincteSortez les charnières et la quincaillerie similaire de la ligne d'armoire afin qu'elles s'impriment comme lignes distinctes.
- Configurer l'affichage par défaut de la quincaillerie en hautUtilisez les préférences de tarification pour regrouper la quincaillerie intégrée sur une seule ligne au lieu de la facturer dans chaque meuble.
- 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.
Règles de fabrication et facteurs de coût7
- Ajouter les frais généraux et les chutes via les règles de fabrication dans le calcul des prixConfigurez les frais généraux, les chutes et les coûts de traitement comme règles de fabrication, puis actualisez le cache du design pour que son calcul des prix les utilise.
- 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.
Frais de service et frais supplémentaires15
- Facturer les services basés sur la surface, comme la main-d'œuvre, sur la surface frontaleFacturez des services tels que la main-d'œuvre, le transport et l'installation sur la surface frontale totale d'un devis plutôt que par panneau.
- 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.
- Ajouter des frais de service personnalisés pour des éléments comme les lambris muraux en productionAjoutez des frais de service personnalisés en production pour pouvoir chiffrer des éléments qui ne figurent pas au catalogue standard, comme les lambris muraux.
- 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.
Lignes de devis, fusion et affichage37
- 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.
- Comment la page de résumé facultative est intégrée aux PDF de devisDécouvrez ce que la page de résumé facultative ajoute à un PDF de devis téléchargé, comment ses prix, notes et signatures sont contrôlés, et comment les noms longs et les débordements sont gérés.
- 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.
Tout afficher (37)
- Masquer et réafficher une ligne de devisMasquez une ligne pour que son montant soit exclu des totaux, et réaffichez-la quand vous en avez besoin.
- Restaurer les lignes masquées dans le devis de tarificationOuvrez la liste des éléments masqués et réintégrez dans le devis les lignes que vous avez cochées.
- 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.
- La description dans le PQ est une ligne supplémentaire, et non une colonne commandableDécouvrez comment la description d'un SKU apparaît dans un devis de prix sous forme de ligne supplémentaire sous l'article, plutôt que de colonne commandable.
- 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.
- Éléments qui ne sont jamais fusionnés dans une ligne de devis communeDécouvrez quels éléments conservent toujours leur propre ligne et comment le regroupement intégré de la quincaillerie est contrôlé.
- Afficher les articles enfants dans la colonne Includes de la ligne parenteConservez les accessoires et autres articles enfants dans la ligne parente sous forme de texte plutôt que sur des lignes séparées.
- 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.
- Facturer N fois une unité de mobilier avec une quantité de sortieDéfinissez une quantité de sortie sur un mobilier de premier niveau pour que le devis facture cette unité et tout son contenu N fois sans dupliquer la géométrie.
- 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.
- Créer un périmètre de travail à partir de la liste déroulante Work Scope du devisCréez un périmètre de travail à partir de la liste déroulante Work Scope du devis : il devient immédiatement le périmètre actif.
- Enable a design fee by default on quotationsTurn on a design fee so it is applied by default on quotations.
- Exclure des éléments comme la cheminée et les appareils du devis de tarificationGardez les éléments exclus visibles dans la conception tout en les retirant des frais du client.
- Affichage des lignes fusionnées et de la quantité de sortieDécouvrez ce qu'affiche une ligne fusionnée et comment la quantité de sortie est appliquée lors de la création d'une ligne.
- Comment la séparation Roomwise détermine à quelle pièce appartient un articleDécouvrez comment chaque article tarifé est affecté à une pièce, comment les sections sont ordonnées et étiquetées, et pourquoi certains articles se retrouvent dans 'No Room'.
- How taxes are added to a quotationLearn how taxes are applied on top of the calculated price in the quotation.
- Ouvrir le devis de tarification dans l'éditeur de conceptionOuvrez le mode Pricing Quotation depuis la barre d'outils Production Details pour générer et consulter le tableau de devis de votre conception.
- Imprimer un devis PDF : nommage du fichier, orientation et mise en pageImprimez le tableau du devis au format PDF dans l'application, avec le nom de fichier, l'orientation, le remplissage des pages et la page de synthèse attendus.
- Interactions du canevas de devis : défilement, modification, sélection et rechercheDécouvrez comment le canevas de devis défile, ouvre des éléments pour modification, sélectionne des cellules et met en évidence les résultats de recherche.
- 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.
- Quels articles sont fusionnés en une seule ligne de devisConsultez les règles de correspondance qui déterminent quand des articles en double sont regroupés en une seule ligne avec une quantité additionnée.
Remises, taxes et détail des prix13
- 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.
Tout afficher (13)
- 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.
- Pourquoi le prix d'une ligne dépasse sa ventilation de niveau 2Découvrez comment les frais répartis sont intégrés de façon invisible dans le prix de chaque ligne, de sorte qu'une ligne de premier niveau peut dépasser la somme de ses composantes visibles de second niveau.
Modes de tarification et paramètres avancés38
- 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.
- Comment la tarification par panneaux calcule les panneaux et les pertesDécouvrez comment la tarification par panneaux transforme la consommation réelle de panneaux et le facteur de pertes d'un design en prix.
- 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.
- Comment la tarification des panneaux ajoute les pertes au prixDécouvrez comment l'activation ou la désactivation de la tarification des panneaux dans les paramètres de prix modifie l'inclusion des pertes dans le prix calculé.
- 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.
Tout afficher (38)
- 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.
- Comment le prix varie selon la qualité du matériauDécouvrez comment la qualité du matériau que vous sélectionnez détermine le prix et comment conserver des tarifs différents pour différentes qualités dans une même configuration de tarification.
- 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.
- Exclure des unités d'un périmètre de travail avec Bulk DisableCochez les cartes d'unité sous 'Show Units' et appuyez sur 'Bulk Disable (n)' pour que le périmètre créé avec 'Create and continue' exclue ces unités.
- 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.
- Comment sont définis les modes de tarification au pied carré, à l'unité et au lotDécouvrez où le mode de tarification d'un SKU est défini, ce qui change lorsqu'il bascule et comment recalculer les prix après un changement d'unité.
- 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.
- Comprendre où la taille du lot d'approvisionnement s'appliqueDécouvrez quelles sorties de tarification et de BOQ utilisent la taille du lot d'approvisionnement et lesquelles indiquent toujours les quantités exactes.
Problèmes de tarification et corrections19
- 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.
- Comparer le coût des matériaux au devisComparez le coût des matériaux au devis à l'aide du BOQ, car la vue des matières premières n'affiche pas les prix.
- 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.
Tout afficher (19)
- 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.
- Actualiser le cache dans le design après avoir modifié la tarification du matérielActualisez le cache du design pour que vos modifications de tarification du matériel apparaissent dans le design.
- 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.
- Résoudre les téléchargements de devis qui échouent ou n'arrivent jamaisDéterminez pourquoi un export de devis CSV, PDF ou XLSX refuse de se télécharger, affiche un succès sans fichier, ou n'arrive jamais après avoir été mis en file d'attente.
- 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.