Pricing Overview and Requirements

In This Topic

In section we will discuss how to price a drawing/job, using the setup details outlined below, and the associated reports.

Requirements Summary

For pricing to work and be reported on correctly, the costs of materials and brackets etc must be set correctly. Corresponding options on the Setup > Report page also need to be enabled for these calculations to be included in reports.

It is recommended to set up Pricing defaults in the Catalog when you decide how the majority of your jobs are to be priced. The reports can then be easily customised for each job if required.

Basic requirement for the all the tutorials prepared in this section are summarised here.

Add four (4) rectangles with the overall dimensions of 1000mm x 1000mm i.e. Area = 1 sqm.
- Set the dimensions of the shape so that we can easily see the pricing calculations i.e. H:900mm x W:900mm;
- Set the Flap Height to 50mm.
Click to view Shape in Current Editor mode with dimensions
set the SM-Default Material cost price in the Materials Manager (located on the Setup > General page) to $10 per sqm;
- on the Setup > Pricing page set the % Markup to 10% to calculate the sell price.
  [Other options on the Setup>Pricing page will change per tutorial]
set Z Brackets cost prices
- on the Setup > Z Brackets page set all the Cost/m to $10;

In these tutorials we will be using metric dimensions- see Options [F10] for more on Length Units.

Set Shape Dimensions

For these tutorials we have kept the shapes as simple as possible i.e.

Shape 1 : Rectangle with a quantity of 1

On the Shape > Settings page the Default Flap Height is set to 50mm;
On the Shape > Sections page the Height and Width are set to 900mm x 900mm;
- Press the Z Brackets button and select brackets as shown below left.
  - Top = A
  - Left and Right = Z
  - Bottom = L

The Offsets are not important for these tutorials but the defaults are set on the Setup > Z Brackets page of the Catalog/Drawing Properties.

Shape 2 : Rectangle with a quantity of 3

On the Shape > Settings page the Default Flap Height is set to 50mm;
On the Shape > Sections page the Height and Width are set to 900mm x 900mm;
- Press the Z Brackets button and select brackets as shown below right.
  - Top = H
  - Left and Right = Z
  - Bottom = L

Set Material Price

The material used in these tutorials is '4mm Lemon' and has been set with a Cost price of $10 per sqm in the Materials Manager.

The Materials Manager is accessed from the Setup > General page of the Drawing Properties - See Setup Materials using Materials Manager.

Waste is a percentage of waste per sqm which is reflected in the resulting price e.g. if a shape requires 1 sqm of material and the waste is 5% then the price is the cost for 1 sqm plus 5%.

The Sell price % Markup can be set on the Setup > Pricing page - for these tutorials set this to 10% .

Also make sure that the Material default for the current job is set on the Job Details > Materials page (click on image below to view).

Setup > General page : Materials Manager - Click to view

Set Z Brackets

For simplicity we will Cost all brackets used in this tutorial at $10 per meter.

It is recommended to set up Pricing defaults in the Catalog when you decide how the majority of your jobs are to be priced. The reports can then be easily customised for each job if required.

Z Bracket Default Offset settings are not important for these tutorials.