Pricing
指南:237 · 分类:12
定价方法和设置选项16
- 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.
- 橱柜计价方式如何组合厨房计价可以组合延米计价和按件计价,各项总计相加后生成报价。
- 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.
- 选择一种定价方法:CBU、组成元素或基于标签的模板了解三种定价方式,以及每种方法依据什么计算价格。
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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.
- 从报价单中隐藏行隐藏行,使其不出现在报价单中;如需恢复,可稍后将其恢复。
- 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.
销售渠道、价格类型和可见性18
- 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.
- 更改设计的活动销售渠道一个设计一次只能关联一个活动销售渠道,因此请更改活动销售渠道以应用不同的定价集。
- 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.
原材料、饰面和封边条费率12
- 为柜体计价设置板材、饰面和封边条费率输入每平方英尺和每延米的费率,用于板材计价,包括损耗以及在此基础上叠加的各项成本。
- 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.
板材定价模板12
- 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.
- 获取可应用的百叶窗设计面板定价模板请确保面板确实已应用百叶窗设计,以便获取带有百叶窗设计标签的定价模板。
- 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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- 通过下载并重新上传 CSV 批量编辑定价模板费率将定价模板下载为 CSV,在电子表格中编辑后重新上传,即可一次更改多个组合的费率。
- Choose which data a design template carries over when saving itDecide what data is carried over when you save a design as a template.
- 通过从现有模板导入来创建新的定价模板创建新的定价模板,使其继承现有模板的结构和设置,然后根据需要调整材料成本和销售价格。
- 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.
- 通过搜索或筛选模板列表来编辑定价模板费率通过搜索或筛选找到定价模板,打开它并直接修改其费率值。
SKU 价格、利润和税费19
- 修复新增 SKU 上为零或比例异常的价格确认类别类型的计价单位,然后按该单位在 SKU 的默认价格中输入费率,使新项目不再以零报价。
- 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.
- 手动价格覆盖如何在 SKU 上保留了解在报价单行上编辑单价、税费、利润率、折扣、销售渠道或价格类型时,如何按 SKU 保存并随设计保留。
- 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.
Shutter, hardware and constituent pricing31
- 在Price Settings中查看柜体的逐项成本明细打开Price Settings,可查看柜体整体以及每个饰面板、五金和其他明细项及其费率,然后滚动查看,找出影响成本的项目。
- 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.
- 选择产品价格在详细报价中的拆分方式设置'Product price split in detailed quote',以便在报价摘要中将产品金额显示为单独的 Woodwork 和 Hardware 行。
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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.
- 柜体行内或行外的五金如何计价了解五金成本在作为柜体子项时和单独显示时分别落在哪里。
- 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.
- 将硬件类别提升为独立的报价行将铰链及类似硬件从柜体行中提取出来,使其作为单独的行项目打印。
- 设置默认在顶部显示五金件使用定价偏好设置,将内置五金件列在一行中,而不是在每个柜体内计费。
- 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.
制造规则和成本因素7
- 通过定价中的制造规则添加管理费用和损耗将管理费用、损耗和加工成本配置为制造规则,并刷新设计的缓存,以便其定价使用这些规则。
- 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.
服务费和额外费用15
- 按正面面积对人工等服务收费按报价单的总正面面积而非按每块板对人工、运输和安装等服务收费。
- 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.
- 为生产中的墙板等项目添加自定义服务费在生产中添加自定义服务费,以便为非标准目录项目(例如墙板)定价。
- 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.
报价行、合并和显示37
- 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.
- 可选摘要页如何构建到报价 PDF 中了解可选摘要页为下载的报价 PDF 增加了哪些内容、其价格、备注和签名如何控制,以及长名称和内容溢出如何处理。
- 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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- 隐藏和取消隐藏报价行隐藏某一行后,其金额将从总计中移除;需要时可随时恢复。
- 恢复定价报价中的隐藏行打开隐藏元素列表,将您勾选的行恢复到报价中。
- 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.
- PQ 中的描述是额外行,而不是可订购列了解 SKU 描述在定价报价中如何显示为项目下方的额外行,而不是可订购列。
- 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.
- 不会合并到共享报价行的项目了解哪些项目始终保留各自的行,以及内置五金件的分组是如何控制的。
- 在父行的 Includes 列中显示子项将配件和其他子项以文本形式保留在父行内,而不是单独成行。
- 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.
- 按输出数量将家具单元计费 N 次在顶层家具上设置输出数量,使报价将该单元及其内部所有内容计费 N 次,而无需复制几何体。
- 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.
- 从报价单的Work Scope下拉菜单创建工作范围从报价单的Work Scope下拉菜单创建工作范围,该范围会立即成为活动范围。
- Enable a design fee by default on quotationsTurn on a design fee so it is applied by default on quotations.
- 从报价单中排除烟囱和电器等项目让被排除的项目在设计图中保持可见,但不计入客户费用。
- 合并行和输出数量的显示方式了解合并行显示的内容,以及创建行时如何应用输出数量。
- Roomwise Segregation 如何决定物品所属的房间了解每个计价物品如何被分配到房间、各分区如何排序和标注,以及为什么有些物品会归入 'No Room'。
- How taxes are added to a quotationLearn how taxes are applied on top of the calculated price in the quotation.
- 在设计编辑器中打开定价报价单从 Production Details 工具栏打开 Pricing Quotation 模式,以生成并查看设计的报价表。
- 打印报价 PDF:文件命名、方向和页面布局在应用中将报价表打印为 PDF,文件名、方向、页面排布和汇总页均符合预期。
- 报价画布交互:滚动、编辑、选择和搜索了解报价画布如何滚动、打开元素进行编辑、选择单元格以及高亮搜索匹配项。
- 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.
- 哪些项目会合并为同一报价行查看匹配规则,了解重复项目何时会合并为一行并汇总数量。
折扣、税费和价格明细13
- 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.
- 为什么某行的价格会超过其第二级明细的合计了解分摊费用如何被无形地并入每一行的价格,从而使顶层行的价格可能超过其可见第二级组成部分的合计。
定价模式和高级参数38
- 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.
- 基于板材的定价如何计算板材和损耗了解基于板材的定价如何将设计的实际板材消耗量和损耗系数转化为价格。
- 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.
- 板材计价如何将损耗计入价格了解在价格设置中开启或关闭板材计价如何改变计算价格中是否包含损耗。
- 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.
- 定价如何随材料等级变化了解您选择的材料等级如何决定价格,以及如何在同一个定价设置中为不同等级保留不同费率。
- 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.
- 使用批量禁用从工作范围中排除单元在'Show Units'下勾选单元卡片,然后按'Bulk Disable (n)',使通过'Create and continue'创建的范围排除这些单元。
- 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.
- 如何设置按平方英尺、按单位和按套计价模式了解 SKU 的计价模式在哪里设置、切换后会有什么变化,以及单位变更后如何重新定价。
- 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.
- 了解采购套数在哪些地方适用了解哪些定价和 BOQ 输出使用采购套数,哪些始终报告准确数量。
定价问题和修复19
- 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.
- 将材料成本与报价进行比较由于原材料视图不显示价格,请使用 BOQ 将材料成本与报价进行比较。
- 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.
- 更改五金定价后刷新设计中的缓存刷新设计缓存,使您的五金定价更改在设计里显示出来。
- 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.
- 修复报价下载失败或始终未到达的问题查明报价 CSV、PDF 或 XLSX 导出为何无法下载、显示成功但没有文件,或排队后始终未到达。
- 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.