This Help Article covers:

Updating Costs can be actioned in 2 ways:

💡 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:

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 "costs has increased" and the new calculated Sell Price of your Quote to retain the current Margin.

⚠️ NOTE: "Apply Latest Pricing" will update ALL Product Costs of the Quote, but will also overwrite any manual changes you have made to the Sections, Layers or Quote Line Sell Prices. I.E. Resets ALL Sections, Layers or Quote Line Sell Prices back to their Cost Price X the selected Price File.

Quick Flow:

1. From the Quote Details Page’s “Quote costs have increased” banner, Press the [APPLY LATEST PRICING] button

2. When updated/finished [SAVE]

Updating a Quote's Cost by "Reset Unit Prices" is done from a Quote's Section, Layer, or Quote Line.

⚠️ NOTE: "Reset Unit Prices" will update the Product Costs of the selected Section, Layer, or Quote Line, but will also overwrite any manual changes you have made to the Section, Layer, or Quote Line's Sell Prices. I.E. Resets the selected Section, Layer, or Quote Line's Sell Prices back to their Cost Price X the selected Price File.

Quick Flow:

1. From the Quote Details Page, work through either the Quote's Section(s), Layer(s) or Quote Line(s), Pressing the “More“ (3 dots) menu and Selecting the option "Reset unit prices"

2. When finished [SAVE]