This Help Article covers:
Updating Costs can be actioned in 2 ways:
Apply Latest Pricing – Used to update ALL Products of the Quote
Reset Unit Pricing – Used to update Products of individual Sections, Layers or Products/Kitsets Lines
💡 TIP: If you have submitted your Quote to a Customer, then you should "Clone the Job and first quote" so you have a record of what had previously been submitted to the Customer. For more information on this see the Help Article:
To Update Costs of a Quote by Applying Latest Pricing
If the costs of product(s) increase by 1% or more during the course of Quoting a Job, or following submitting your Quote, a banner will display advising you of "cost has increased" and the new calculated Sell Price of your Quote to retain the current Margin.
Quick Flow:
Quote Details Page Banner
[APPLY LATEST PRICING]
[SAVE]
1. From the Quote Details Page’s “Quote costs have increased” banner, Press the [APPLY LATEST PRICING] button
2. When updated/finished [SAVE]
To Update Costs of a Quote by Resetting Unit Pricing
Updating a Quote's Cost by Resetting Unit Pricing is done from the Quote Details Page.
Quick Flow:
Quote Details Page
Section, Layer or Kitset/Product Line
“More” (3 dots) menu
"Reset unit pricing"
[SAVE]
1. From the Quote Details Page, work through either the Quote's Section(s), Layer(s) or Kitset/Product Line(s), Pressing the “More“ (3 dots) menu, and Selecting the option "Reset unit prices"
2. When finished [SAVE]