Manual Estimate Template Setup

Navigate to Setup > Estimate Settings > Manual Estimate Setup.

Item Master

To add an item for use with manual estimate templates, select the Item Master tab at the top of the Manual Estimate Template setup screen and follow the steps below:

1. Select the first row displaying Click here to add a new row in the grid to add a new item to the list.
2. Enter a short alphanumeric Item No as an identifier for the item being created.
3. Tab/Enter to the next column to add the Description.
4. Add a Description that details the item being used in manual estimates.
5. Tab/Enter to the next column to select the Sales Code.
6. Select the Sales Code most associated with the item description.
7. Tab/Enter to the next columns to enter optional information if desired: enter Pack Qty/Min Order Qty/UOM as needed. Leaving these fields blank will auto-default '0'.
8. Tab/Enter through the rest of the columns until the row is added. Updated Date, UserID and ID will auto-generate upon creation of the item.

To delete an item from the Item Master, select the Inactive checkbox in the item's row. To show all deleted items, check the Show Inactive checkbox at the top of the grid to display all active and inactive items. Deleted items can be reactivated at any time by unchecking the Inactive checkbox on the row.

Item Pricing

Once an item has been created, pricing will need to be assigned prior to use with a manual estimate template. Item Pricing is available in the bottom-section of the Item Master screen after selecting an item#. To assign pricing to an existing item, please follow the steps below:

1. Select the Item#/Description row where pricing needs to be assigned. The Pricing section displays current setup for the selected item.
2. Select the first row displaying "Click here to add pricing for the item selected above. If prices change, add a new line with the updated price and effective date." in the grid to add a pricing to the item.
3. Select <ALL> or specific options for Market/Location/Make Or Group. Key Enter to tab between all three columns as needed. <ALL> is the default selection for all three. Selecting a specific option for these columns will apply that pricing for an item for manual estimates on folders that qualify. 
   • For Make Or Group, a vehicle make can be selected OR a vehicle make group. Vehicle make groups are set up in Setup as well, and allow users to select one group to encompass multiple vehicle makes to use with manual estimate template setup. 
   • More information on how to set up vehicle make groups can be found here.
4. For consistent pricing, set prices with an Effective Date for each item. 
5. Key Enter to Amount column and enter the price of the item.
6. Key Enter until the row is created and the price is assigned. 

Pricing can be left at $0 i Pricing can be deleted at any time by selecting the checkbox in the Delete column at any time to remove the row from the grid. Please note that you cannot add two pricing rows with the same parameters on the same day - you will need to Delete the previous pricing row prior to adding the new one.

Manual Estimate Template Setup

Once the necessary items are created, toggle back to the Templates tab to create the manual estimate template. Select the green + icon to create a new manual estimate template. You also have the option of editing or creating a new template from a pre-existing one (highlighted below).

Like the Item Master, you can add the estimate items using the first row at the top of the grid to enter information. 

1. Enter a Description to name the manual estimate template.
2. Select the first row displaying Click here to add a new row in the grid to add an item to the template.
3. Expand the Item list to select the item from the Item Master you would like to include as an estimate item.
4. Tab over to the Addtl Description field to include additional information regarding the estimate item.
   • NOTE: This field allows text up to 800 characters. 
5. Tab over to Units and enter how many units will be included in the template per item.
6. Tab over to Amount. This is an optional field because if an amount is entered here, it will override the pricing set on the Item Master.
7. Tab once more to finish adding item to the template. Line# will auto-generate in numerical order per item.
8. Repeat this process for each item needing to be added to the estimate.
   • Remove any line items if necessary using the red Remove icon in the bottom-right corner of the grid.
9. Once done adding items, select the Save icon to finish creating the template.

Once the manual estimate template is created, it is ready to be used in Folders on the Estimates tab. For more information on how to use a manual estimate template in a folder in Nexsyis, see the wiki here: Manual Estimates in Nexsyis.