Adjusting Part Quantities on Quotes

    Adjusting Part Quantities on Quotes


    Article summary

    There are two Quote types: 'TOTAL PRICE' and 'UNIT PRICE'.

    A 'UNIT PRICE' Quote is designed for parts that will be run many times, at a flat rate for every time that part goes through the shop.

    'TOTAL PRICE' Quotes are the standard. Total price quotes allow selection of an amount and a quantity of parts on the job.

    If you are unable to adjust part quantities on a Quote, you may need to change the Quote type. This can be edited after adding Parts and Treatments.

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    Unit Price Info:
    • If a part is quoted, then processed and invoiced, the quoted price will become the unit price on the Part Number profile

      • So if you create Sales Orders for this part without re-quoting them, the unit price will show up on new orders.
      • The quoted price will not update the Part Number until it is invoiced.
      • If you make a new Quote for this Part, the unit price on the Part will not update with the new quoted price until the Part is reprocessed/invoiced.
    • Quote prices and Part unit prices are considered to be separate.

      • New Quotes will not pull in the previously quoted price for that Part Number.

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