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Price Book Items' List

 

 

 

Items are the heart of the estimating system, representing everything you must cost to bid for complete a job. They automatically convert Bid Item Quantities to order quantities and calculate extended prices from Raw Costs. Items are organized into Divisions and Subdivisions which is the checklist of all the Items in your Price Book.

 

Items are stored in a master Price Book to be selected and "Used" pulled into a bid with all of the information so a cost may be calculated. Once transferred into the bid, they become bid-specific and may be changed in the bid without affecting the same item in the master Price Book. For a fast way to select Items for the Bid, see Item Selection. (If you want a changed Item to be used in other Bids than place it in your Price Book by pressing the Ctrl+D Price Book save key. )

 

The main column headings are:

 

Heading Column Description

 

Tag Tags may be used to select which records (lines) are to be used in an operation, e.g., deleting, removing, costing, putting items in the Price Book, changing a whole column, etc.

 

Bid Item Quantity This can be entered but will not be saved in the Price Book. This quantity can be used (pulled back) into the List if you tag the items and press the Use F8 key. You do not need to enter the quantity as it can be entered in the bid.

 

Bid Item Unit The Unit of quantities needed; i.e., LF, Square Feet, Ea., etc.

 

Item Code This is the Code for each item so their costs can be summarized by Divisions and Subdivisions.

 

"Part Number" A 12 character part number which you may use to sort or find.

 

Item 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.

 

Question Which question is to be asked for this Item

 

Misc. This column allows you to enter abbreviations for finding, sorting and "on-the-fly costing". This is useful in selecting the Items and grouping them using Find and Show.

 

Raw Unit Cost Enter the Cost per Bid Unit (Ea., SF) for each Class of cost. The Class Markups in the Markup List will be used to adjust these costs in the bid. If you enter a cost in a blank column, it will assign the first Code under that Class. You can change it by going the Price Book Item Form.

 

"Total Raw Unit Cost" This is the total of all the Class Unit Costs (Material, Labor, etc.) The Bid Item Quantity times this cost will be the Item’s total raw cost.

 

See Also:  Bid Item List & Columns, Item Information 


 

 

 

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