How to Estimate Pack Items

Overview

If the price list provided by your supplier contains items that are typically ordered in large pack quantities, edit the catalogue item using a pack quantity, supplier quantity and supplier description, so that it can be used to estimate in smaller quantities and still purchased in large pack quantities.

For example, if the price list you have been supplied with has rolls of 100 metre cable, you can edit the catalogue item so that it can be used to estimate in single metre measurements.

When you create catalogue items there are numerous ways that you can use to streamline your ordering process. Learn more in Catalogue Item Quantities and Pricing.

From a quote or job:

  1. Click Parts & Labour > Catalogue.
  2. Use the search bar to locate the relevant item.
  3. Access the cable item, then go to Details.
  4. Update the Name to reflect a single unit of the item that can be sold to a customer.
    • For example, if you have a 100 metre coil of cable that is sold in 500 millimetre lengths, the Name is updated from 2.5 mm Two Core and Earth Cable 100 m Coil to 2.5 mm Two Core and Earth Cable 500 mm length.
  5. Update the Trade Price to reflect the cost of the new quantity.
    • For example, if the Trade Price is $100 for a one hundred metre coil, the updated trade price for 500 millimetres is $0.50.
  6. Update the Minimum Pack Quantity with the quantity in the pack you purchased divided by the quantity that you sell in the pack.
    • For example, if you buy the cable in 100 metre length (100,000 mm) and sell cable in 500 millimetre lengths the Minimum Pack Quantity is (100,000 รท 500) equals 200.
  7. Click Suppliers.
  8. Enter the original name of the item in the Supplier Description to reflect the quantity that the item is purchased in. This appears on the purchase order when sent to a supplier.
    • For example, 2.5 mm Two Core and Earth Cable 100 m Coil.
  9. Enter the value that you entered in the Minimum Pack Quantity in the Supplier Quantity.
  10. Click Save and Finish.
  11. Add the item to the quote or job as normal and continue estimating. Learn more in How to Create a Service Quote or How to Create a Service Job.