Price Book Item Form

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The Price Book Item Form is a work area to use when you want to see or change a lot of item information. Use this form when you want to change many item fields. You may always press the page up and down arrows to bring the previous or next Item into List. Any changes you make here will be made to the item in the Price Book, not the Bid.

Please read The only way to become familiar and COMFORTABLE with how an item works is to stay in this form for an hour and just EXPLORE. There is nothing you can do to hurt the system. Enter ten or fifteen familiar items that you have been using over the last couple of months and just play around.

Be sure: To use Help (F1) and the List key F7 on many of the fields to see examples and suggestions of selections you can choose.

Do not confuse this Price Book Item Form with the Bid Item Form, which is accessed by using the same Form key Shift+F9 when on the Bid Items Listing. The Bid Items Form shows you all the details of a Bid Item that has been transferred from the Price Book, including its Quantities, Markups and Cost Type Markup Amounts.

You may build your Items in this form. Or build them in the Bid Items Listing or it's form, and then use Ctrl+D to save the Bid Items to the Price Book.

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

Part Number A 20 character part number which you may use to sort or find.

CAD ID If your CAD/drawing program uses the new extended interface format, it will send over the block/symbol/object name and other information about each object in the drawing. To tie (or map) a CAD object to a Price Book Item, just enter the CAD object’s CAD ID in this field. Each Price Book Item may be attached to a single CAD ID (which may be used on multiple objects in your drawings). You may just type in CAD IDs in the Price Book Item Form, or you let Item Selection assign them when you select the Items to go with each imported CAD Item. See CAD/Drawing Interface Overview and Item Selection for more information.

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.

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

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", 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.

Page # If your Price Book Item came from a printed database book, you can store the page number in the book this Item can be found on. You can also use this alphanumeric field to store whatever other information about an Item you want.

Crew If you have the optional Crews feature, you can derive your labor cost from the Crew Cost, and total all the hours each Crew will spend on a given job. When you change the Crew Code in the Item Form, the Crew’s Cost will automatically be entered in the Labor column. If you later change the Crew’s Cost in the Crew List, the new Cost will be automatically entered in all your Price Book Items. To update the Crew cost in your Bid Items, use Update Items to/from Price Book from the Bid Menu.

Cost Type Code Use the List Icon when on these columns to go to the Cost Type List. If you "blank" the code, then the cost will be changed to zero. If you enter a cost in without a Cost Type Code attached, it will assign the first Code under that Class. You can change it.

Conversion This will allow you to change the Bid Quantity to an order quantity by converting it.

Rounding Rounding allows you to order in real-world quantities. For instance, you may be charged for labor by the quarter hour, or buy 2x4’s in even two-foot lengths. Rounding allows you to adjust your Order Quantities to reflect these real-world considerations. There are two fields in the Rounding cell for each class:Rounding Direction which controls whether to round Up, Down, to the Closest number, or Not at all. There is also a Rounding Factor, which determines what number you want to round by, e.g., .25, 2, 10, etc.

Order Unit Enter a unit based on how you will order it. For instance, Labor is usually ordered in hours, man-hours, or days.

The Cost Table provides a central repository of Raw Costs for use in Items. If the Cost Code is 0, the Raw Cost was entered directly in the Item, not pulled from the Cost Table.

Raw Cost How much the Material, Labor, etc. (depending on which Cost Column the Raw Cost is for) for the Item will cost per Order Unit, excluding taxes, burden, overhead, etc. For instance, Labor might cost $15/hour. The Order Unit would be "Hour", and the Raw Cost $15. Cost Markups (specific to each Bid) will take care of taxes, Workman’s Comp., etc. If you enter a cost in without a Cost Type Code attached, it will assign the first Cost Type Code associated with that Class, but you can change the Cost Type Code at any time.

Adj. Code Adjustment Code (optional feature) to apply to this Raw Cost to form the Adjusted Cost (below). The Adjustment List contains commonly-used inflation factors, regional modifiers, and other percentage additions/deductions for groups of related Items. If the Adjustment Code is 0, there is no Adjustment being applied to this Item Cost Column’s Raw Cost, so the Adjusted Cost will be the same as the Raw Cost.

Adj. % The Adjustment Percentage (shown if the optional Adjustment feature is available) is pulled from the Adjustment List, based on which Adjustment is indicated in the Adjustment Code field. This percentage is stored with the Bid Item at the time the Item is added to the Bid. It can be updated to reflect the current Adjustment Percentages in the Price Book using the Update Item to/from Price Book... feature, available from the Bid menu.

Adj. Cost Adjusted Cost (shown if the optional Adjustment feature is available) is the Raw Cost with the Adj % added. For instance, a $20.00 Raw Cost with a 10% Adj. % would result in an Adj. Cost of $22.00.

U.R. Cost The Unit Raw Cost (for each Cost Column) is its Raw Cost divided by it Bid Quantity. This gives you the cost for this column based on the Bid Unit. For instance, for concrete, it would be the amount you pay per square foot of slab, as opposed to per cubic yard of concrete.

U.A. Cost If you have the optional Adjustment feature, the Unit Adjusted Cost (U.A. Cost) is shown instead of Unit Raw Cost. The Unit Adjusted Cost is the Adjusted Cost Divided by the Bid Quantity. The Item Unit Adj. Cost is the sum of all five Cost Columns’ Unit Adjusted Costs.

Budget Use the List Icon when on these columns to go to the Budget List.

Vendor Vendor who will supply the Item, do the work, provide the equipment, etc.

Note that no Markups are shown for any costs on the Price Book Item Form because Markup Amounts vary with each Bid.