Manual Estimate Template Setup

Manual Estimate Templates – Feature Overview

Manual Estimate Templates let you pre‑build a list of commonly used parts, labor, or fees—complete with location‑specific pricing—so estimators can drop a ready‑made package into any folder with a single click. This:

• Speeds up estimating by eliminating repetitive data entry

• Improves accuracy by enforcing standard item descriptions, sales codes, and pricing

• Keeps pricing current because each template always references the latest effective price stored in the Item Master

Accessing Manual Estimate Setup

Path: Setup › Estimate Settings › Manual Estimate Setup

The window has two tabs:

1. Item Master – create and maintain reusable estimate items and their pricing

2. Templates – assemble those items into named groups you can apply in a folder

1. Item Master Setup

Add a New Item

1. Click the first empty row (Click here to add a new row).

2. Item No – enter a short alphanumeric identifier.

3. Locations – leave blank for all locations, or pick one/more specific locations.

4. Description – concise item name as it will appear on estimates.

5. Additional Desc – optional notes (visible in template setup and on the Manual Estimate screen).

6. Sales Code – select the correct sales code.

7. (Optional) Pack Qty / Min Order Qty / UOM – informational only (future use).

8. Press Tab/Enter through the remaining columns; Updated Date, UserID, ID fill in automatically.

Tip: Press Esc at any point to cancel the new‑item entry.

Deactivate / Reactivate an Item

• Check Inactive on the row to hide it from future use.

• Check Show Inactive (top of grid) to view or reactivate items.

Assign Pricing

1. Click the row for the item you just created; the Pricing grid appears below.

2. Click the first empty row (Click here to add pricing …).

3. For Market / Location / Make Or Group choose <ALL> or a specific value.

   • Make Or Group can be a single vehicle make or a make‑group defined in Setup › Vehicle Make Groups.

4. Effective Date – enter the start date for this price.

5. Amount – enter the price.

6. Press Enter to save the row.

Pricing Rules

• One price per unique parameter set and effective date.
  To change price for the same date, delete the old row first.

• If pricing truly changes, leave old rows in place and add a new row with a later effective date.

• To delete a pricing row, check the Delete checkbox.

If no price is assigned, the item will default to $0.00 when used on the Manual Estimate screen.

2. Templates Setup

Create or Edit a Template

1. Switch to the Templates tab.

2. Click + to start a new template (or select an existing one to edit/clone).

3. Description – name the template (e.g., “Total Loss”).

4. In the grid, click the first empty row to add items:

   1. Item – pick from the Item Master list.

   2. Addtl Description – up to 800 chars of extra detail (optional).

   3. Units – quantity to default (e.g., 2.0).

   4. Amount – leave blank to pull current Item Master pricing, or override here if absolutely necessary.

5. Repeat for each required item.

6. Use the red Remove icon to delete any line.

7. Click Save when finished.

Remember: As long as you maintain prices in the Item Master, templates do not need manual edits to capture pricing changes—the system always applies the latest effective price for each item.

Using Templates in a Folder

On any folder’s Estimates tab, choose Manual Estimate, select your template, and all configured items (with current pricing) are added instantly. For step‑by‑step usage, see Manual Estimates in Nexsyis.