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The Bid Item List is the List that is always on your screen. It contains all the items in your bid. You may work on a different Bid by choosing one at the bottom of the File Menu or using "Open" on that Menu.
There is help on each column in this List. Just move to a column and press the right mouse button to see: First group are suggestions which are the most useful. The next group will take you into the Help system for an explanation of that column.
If you want to select items from your Price Book to pull back into this Bid Item List, move to an item's description column, press the List key F7 to display a list of all the items in your Price Book which you can tag and pull back into this Bid Item List.
These are some of the columns in the Bid Item List.
They may not be in this order and depending on the List selected, some of the below may not be in the List. You should move to any column and press Help (the Right Mouse Button or the F1 key) and select "List" to see "what you can do here suggestions" or select "Explanation". There may be other Bid Item List views which you can display by choosing the View Menu.
Heading Column Description
Tag Tags may be used to select which records (lines) are to be used in an operation, e.g., deleting, costing, putting Items in the Price Book, changing a whole column’s values, etc.
Seq The Sequence order of entering the Items in the Bid. Useful as an audit trail ordering. You can also change this field, either for a single Item by typing into it, or for all Bid Items using Bid/Renumber Bid Items. You can restore the Bid to this order from the Sort dialog box, or by sorting on this column.
Code This is the Code for each Item so their costs can be summarized by Divisions and Subdivisions. Item Codes are how Items are stored in the Price Book Item List. For a custom Item, you can just leave the Code blank.
Description Enter any name you wish to identify your item (up to 70 characters.) If you used an item "Pulled" or selected in your Price Book, then the description will be placed here. Press the Help key and select "Checklist" if you want to see your Price Book.
Bid Qty The Bid Quantity is where you how much of the Item you need, based on the Bid Unit:
Unit - Bid The Unit that the Item is measured or counted in; e.g., Ea. for Each, LF for linear feet, SF for Square Feet, etc.
Material
Labor
Equip.
Sub.
Other
(Cost Column Unit Raw Costs)
These Cost Column Unit Raw Costs represent the cost per Bid Unit without any taxes. For instance, your labor cost for laying carpet will be priced here by the square foot, not by the hour. (If you have Level 2, you can enter conversion factors and hourly costs in the Bid Item Form.) If you enter a cost in a blank spot, it will assign the first Cost Type Code under that Class, i.e., in the material class column, it will place the first material cost type code from the cost type list. You can change it by going to the Bid Item Form. If you use Conversion Factors, you will probably want to enter Raw Costs by Order Unit in the Bid Item Form, instead of typing in Unit Raw Cost information here. The sum of these five Cost Column Unit Raw Cost fields is the Unit Raw Cost, described below.
Cost - Unit Raw (Unit Raw Cost) This is the total of all the Class Costs (Material, Labor, etc.) without any Markup percentages for each Bid Unit (i.e., divided by the Bid Quantity).
UC Markup (Unit Cost Markup) This is the total of all Class Markups divided by the quantity.
Unit Cost The Bid Item Quantity times this cost (which includes the Cost Markups )Markups will be the Total Item Cost
Total Cost Total cost of the Item (i.e., Bid Quantity times Unit Cost)
XP Markup (Extended Price Markup) This is the total of all Price Markups. Added to Total Cost to get the Total Price.
Unit Price The Total Price divided by the Bid Quantity.
Total Price The Total Cost plus the Price Markups such as Profit and Overhead (shown in this list as "XP Markup") .
Misc. This column allows you to enter abbreviations for finding, sorting and "on-the-fly costing", which is useful in selecting the Item and grouping the Item using Find and Show. This column will now hold up to 30-characters, and can be used as a Bid-specific Location. A list of other values used in this Bid is available by pressing the list toolbar button or key (F7).
Question Which question is to be asked for this Item.
Part Number A 12-character part number which you may use to sort or find.
"Location" Location which this Item is used in. Code is from Location List. (Optional feature.)
"Assembly" Assembly used to select this Item. (Optional feature.)
See Also: Bid Item Form, Item Code, How to Build an Item in your Price Book, Item Information, How Quantities and Costs are Calculated, Markup List.
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