ES-A  Enter Estimates

Purpose of Program

Use this program to enter or revise estimates.  The program allows entry of up to 10 estimate quantities.  Customers and item numbers may be set up on-the-fly within the program as required.

The program consists of five screens.  Screen one is the header screen which establishes the customer, the item being estimated, the estimate quantities, profit margins, and notes.

Screen two is for bills of material entry.  You may enter bills of material for both the item being estimated and any subassemblies down through as many as 10 levels in the product structure.

Screen three is for routings entry.  You may enter routings for both the item being estimated and any subassemblies.

Screen four is for extra charges.  An extra charge is a flat charge, regardless of the quantity being estimated.  An unlimited number of extra charges may be entered.

Screen five is the summary screen, which provides a spreadsheet view of all costs and profit margins for each of the estimate quantities.  You can accept the suggested quote prices or you can override them.

Field Explanations

Quote Number

This is a six character, numeric field.  If you press <Enter> the system will assign the next available quote number, or you may enter a quote number of your choice.

Job Number

If this estimate is part of a series of estimates that pertain to an overall job or project, enter the job number.  At this time this is a reference field only.

Entry Date

The date the estimate was entered.  It will default to the system date, but can be overridden.

Exp Date

The date the quote expires.  A default Days to Expiration Date can be set up in SD-G  Estimating Defaults, which will automatically calculate the expiration date, or you can manually enter the date of your choice.

Entered by

The name or initials of the person who entered the estimate.

Status

Four status codes are available, defined as follows.

A = Active, meaning that the quote is still within the expiration date, but has not yet been converted to a firm order.  All new estimates are automatically assigned status code A.

C = Converted, meaning that the quote has been converted to either a sales order, a work order, or both.  When ES-E  Convert Estimates is run, the status code is automatically updated to status C.

I = Inactive, meaning that the expiration date has been passed, but the estimate is still on file.  This status code value must be manually assigned.

X = Canceled, meaning that the estimate has been tagged as canceled, which allows it to be purged through SM-J-I  Purge Estimates.  This status code value must be manually assigned.

Class

This is a user defined field that allows you to classify estimates into groups for tracking and reporting purposes.  At present it is used as a selection filter on ES-D  Print Customer Quotes and ES-G  Print Estimate Listing.

Cust Code

The customer code for this customer, as defined in the customer file.  If you enter a customer code that is not on file, the program will ask you if you want to add it.  If you indicate yes, the program will switch you to a customer entry screen, where customer information such as the name, address, etc. can be entered.  Once completed, the program returns you to the Enter Estimate screen.  This is a 10 character, alphanumeric field.  Based on the default setting in SD-Q IS Tech Support Defaults, the program can use the Contact Manager rather than the customer master, so customers do not need to be added to the customer file until an actual order is placed.

Attention

The person for this customer to whom the quote is directed.

Lead Source

A user defined code which identifies from where the request for quote originated.  This field is for reference only and could be used for custom reports.

Cust RFQ #

The customer's "request for quotation" number.

Needed by Date

This field is for reference only.  During the initial preparation of an estimate, this date tells you when the estimate has to be completed and in the hands of the customer.

Lost Ord Code

A user defined code that can be used to identify why a particular bid was lost.  This field is for reference only and could be used on custom reports.

Slsp Num

This identifies the salesman assigned to this customer or prospect.  This will pass to the Sales Order when the estimate is converted to an order but the suggested price in the estimate does not include the default commission for the salesman so you need to remember to add the commission to the Total Margin.

Item number

The item number of the item being estimated.  If you enter a number that is not in the inventory file, the program will ask you if you wish to add it.  If you say yes, you will be switched to a screen where you can enter the description, item class, inventory type, and unit of measure.  If this is not yet a permanent item number, we suggest you set the Active? field to N.  If the estimate becomes a confirmed order, ES-E  Convert Estimates will automatically set the Active? switch to Y when the estimate gets converted to a live order.

Price U/M

The price unit of measure for the item being quoted.  This is user defined, unless a value of M (per thousand) or C or H (per hundred) is entered.  If an M, C, or H is entered, the prices on the printed customer quote (ES-D  Print Customer Quotes) will be recalculated to reflect per 1000 or per 100 pricing.  All costs and prices within the Enter Estimates program will be on a "per each" basis.

Revision

The revision level for the item being quoted.

Qty 1 through Qty 10

The quantities being estimated.  You may specify up to 10 quantities.  The program will calculate a separate cost and suggested selling price for each quantity specified.  A minimum of one quantity needs to be entered.

Material Marg

The profit margin to be applied to material costs, entered as a percentage.  10 percent would be entered as 10.00.  A default value can be set up in SD-G  Estimating Defaults.  This is a margin (percent of selling price) not a markup (percent of cost).  A 50% margin on a cost of $1.00 would result in a suggested price of $2.00.

Labor Margin

The profit margin to be applied to labor and setup costs, entered as a percentage.  A default value can be set up in SD-G  Estimating Defaults.

Out Proc Marg

The profit margin to be applied to outside processing costs, entered as a percentage.  A default value can be set up in SD-G  Estimating Defaults.

Overhead Marg

The profit margin to be applied to outside processing costs, entered as a percentage.  A default value can be set up in SD-G  Estimating Defaults.

Total Margin

The profit margin to be applied to all costs and previous profit margins.  The total margin will not be applied to Miscellaneous Costs within labor sequences and Extra Costs, both of which already have the selling price specified and need not be marked up again.

Notes

Ten lines of notes are provided to enter specifications on the item being estimated.  The notes will print on the customer quote and will transfer to the work order instructions if the quote gets converted to a work order.  Notes are accessed by pressing the F2 key (or clicking on the Lookup button).

General Program Operation

Header Screen

Press <Enter> on the Quote Number field and the program will assign the next available quote number, or you may manually enter a quote number of your own.  If the number is already used, the existing estimate information will display. You can view and select existing estimates in a pop-up window by pressing F2 (or clicking on the Lookup button).

Enter a Job Number as a reference, if applicable.  You can leave this field blank.

Accept the system date as the Entry Date by pressing <Enter>, or enter a date of your choice.  You may also accept the default expiration date (Exp Date) or enter one of your own.

Enter your name or initials in the Entered by field.  Next, the Status codes will appear in a window.  All new quotes will have the A (Active) status code highlighted.  Press <Enter> to accept the default.  If you wish to classify your quotes for retrieval and reporting purposes, enter a user-defined classification (Class) code.

Enter the customer code for this customer or select one from a pop-up window by pressing F2 (or clicking on the Lookup button).  If this is a new customer or prospect, enter a Cust Code.  The program will indicate the customer is not on file and will ask you if you wish to add it.  Press <Enter> to do so and you will be switched to a screen where you can enter the name, address, salesman, etc., thus setting up the customer on-the-fly.  When completed, you will be returned to the estimate header screen.

The Attention field will be entered for you with the name from the customer record but you may override it if you wish.  Enter the customer's RFQ number (request for quotation) or leave the field blank.

Enter the Item number of the item being estimated.  If this is a new item number, the program indicates the number is not on file and asks you if you want to add it.  If you answer yes, you will be switched to another screen where you can enter the description, item class, inventory type, stocking unit of measure, weight, and foot factor.  When completed you will be returned to the header screen.

If the price unit of measure is different than the stocking unit of measure, override the value in the Price U/M field.  A value of M will change the printed customer quote pricing to per 1000 pricing, and a value of C or H will change it to per 100 pricing.  Otherwise the price unit of measure has no processing function other than being a reference on the printed customer quote.

Enter the Revision number of the item, if applicable, or leave the field blank.  Press <Enter> through the description field if you want to keep the description as is, or override it if it is to be changed.

If desired, Notes may be entered.  These notes will print on the customer quotation and provide a place to enter product specifications or other pertinent information.  You may also use ES-C  Enter Quote Templates to produce longer documentation such as contract information, terms and conditions, etc. as backup pages to the printed customer quote.

Enter the estimate quantities.  Up to 10 quantities may be entered, but only one quantity is required.  After entering quantities, press <Enter> through the remaining quantity fields to leave them with quantities of zero.

Either accept the margin defaults (as established in SD-G  Estimating Defaults) for material, labor, outside processing, overhead, and total margin, or override them.  These margins will be added to the costs to produce a suggested selling price for each estimate quantity.

The header screen is now completed.  From this screen you may access the bills of material screen by clicking on the BOM button (or pressing F5), the routings screen by clicking on the Routing button (or pressing F6), the extra charges screen by clicking on the Extra Chrgs button (or pressing F7), and the summary screen by clicking on the Summary Screen button (or pressing <PgDn>).

Bill of Material Screen

You can access the bill of material screen from the header screen by pressing F5 (or clicking on the BOM button).  The item number of the item being estimated will be in the Parent Part field.  Press <Enter> so that "NEW BOM" appears at the top of the screen, then enter a bill of materials for the item. For detailed instructions on entering a bill of material, see BM-A  Enter Bills of Material.

The bill of materials screen within the estimating program is virtually identical to the standard bill of materials entry program in the Bills of Material module, including the use of the copy feature, which allows all or part of another bill of material to be copied to the bill of material being entered.

Using the Lookup to Find Components

When the cursor is on the Component field, you can view available components, whether they be raw materials or subassemblies, by pressing the F2 key (or clicking on the Lookup button).

The lookup lets you find components via several search criteria, including by item class.  Grouping like items into item classes can be very helpful for estimating purposes.  For example, all your steel sheets can be in a class, or all your hardware items, or all your plastic compounds, etc.  The class items will list in item number order within class.  Highlight the component you want and press <Enter> or click on it and it will pop into the entry area.

Entering Components on-the-Fly

Components can be entered on-the-fly if they do not exist in the inventory file.  Enter the item number of the new component.  The program will indicate that the item number is not on file and will ask if you want to add it.  Answer yes and you will be switched to another screen where you can enter the description, item class, inventory type, and stocking unit of measure.  You will also be able to enter up to five quantities and costs for the item, to be used by the estimate for costing.  These costs will update the material cost file for the component, which can later be edited through ES-H  Enter Material Costs.  When the screen is completed, you will be switched back to the bill of material screen.

Updating Material Costs within Estimating

You may also update the material costs of any existing component without leaving the program.  When the component is in the entry area at the bottom of the screen, once you reach the Quantity Per field you can press F5 (or click on the Ent Mat Costs button) to be switched to the material cost file for that component.  You may view or change any of the five quantities and costs and, when completed, be returned to the bill of materials screen.

Once the bill of materials has been saved, the screen is cleared for entry of another bill of material.  You may continue entering bills of material for any subassemblies to the item being estimated, on down through as many as 35 levels in the product structure.  From this screen you may also create or modify bills of material unrelated to this estimate.

Once you are finished entering bills of material and the cursor is in the Parent Part field, click EXIT to return to the main Estimate screen.

Using Phantom Assemblies

Some types of quoting can be greatly helped though the creative use of phantom assemblies.  A phantom assembly represents a kit of parts that is never manufactured on its own, as would be the case with a true subassembly.  You can enter the phantom component as one line in the bill of material.  When the estimate gets converted to a work order, all the components of that phantom are brought into the work order.  Thus, with very few item numbers you can assemble a very complex estimate.

For example, you could have a modular product, such as is the case with one client that makes manufactured school buildings.  The various elements that could comprise a school building (walls, ceilings, floors, bathrooms, etc.) are each set up in advance as phantom assemblies.  All the estimator has to do is pull various combinations of phantoms into the bill of material to quickly define a unique combination for the particular building being quoted.  When the estimate gets converted to a work order, a simple bill of material becomes a massive work order bill of material that would have taken hours to assemble manually as all the phantom assembly components get pulled into the work order bill of material.

If your products have modular elements, you should consider the creative use of phantom assemblies.

Defining Labor within the Bill of Material

Labor can be set up as a item number in inventory (type L) and can be inserted into the bill of material.  The Quantity Per would be expressed in terms of time.  30 minutes would be entered as .50000000.

This technique is especially useful if you are using phantom assemblies extensively as modular components in your estimates (see previous section).  Each phantom assembly can have a labor factor defined in its bill of material.

If you prefer estimating your labor this way, rather than defining it within routings, you can still have the labor converted into a routing when the estimate gets converted to a work order through ES-E  Convert Estimates.  To accomplish this, take the following steps.

First, define a routing in RO-A  Enter Routings for this parent item number.  Create the labor sequences without entering any times.

In SD-B  Work  Orders Defaults set the following two prompts to Y: Calculate Labor from Bills of Mat? and Delete Labor after BOM Calc?

When entering the labor item numbers in either BM-A  Enter Bills of Material or in the estimating bill of material screen, enter a value in the Seq field which corresponds to the routing sequence within which that labor is performed.  The Seq field can be made a mandatory field for labor item numbers (inventory type L) by setting the Require Sequence Entry - Type L (Labor)? prompt to Y in SD-J  Bills of Material Defaults.

When the estimate is converted to a work order through ES-E  Convert Estimates you will be asked in a pop-up window if you want to convert labor from the bill of material.  If you answer yes, the program will search for all labor item numbers within the parent product's and any phantom assemblies" bills of material and will combine all the times found per sequence and create an entry in the routing sequence's Time/Part and Parts/Hour fields.  After doing so it will then delete the labor item numbers from the bills of material.

If you have labor spread across many phantom assemblies' bills of material, this is an ideal way to consolidate all the labor and establish a total budget for labor within each routing sequence.

Yield Calculator

A Yield Calculator is available within estimating bill of material entry that allows you to enter the X and Y dimensions of the part you are making and have the program calculate how much material is required.  To use the yield calculator you must do the following.

First you must create a database for all materials that have dimensions.  Go to IN-L-F  Enter Material Dimensions.  Enter the item number of the material or select one from a lookup window by pressing F2 (or clicking on the Lookup button).  The description and stocking unit of measure will automatically be displayed.

Enter the X dimension and Y dimension of the material.  For example, if you have an 8 ft. x 4 ft. sheet of steel, the X dimension could be 48 (inches) and the Y dimension could be 96.  Enter the thickness as a reference field.

Finally, enter a generic item number, if applicable.  You can create generic item numbers and tie a family of materials to that number.  For example, you might have several sizes of a particular gauge of steel.  You can create a generic item number for that gauge steel (it must be set up as a phantom assembly, inventory type B), then you can assign that generic item number to each of the materials tied to it.  During bill of material entry you can specify the generic item number rather than a specific item number and the yield calculator will test each of the materials tied to the generic to find the actual material with the lowest cost per part.

Besides setting up your material dimensions database, you must also set up at least one machine for Trim Size.  The yield calculator will take into account any trim size required to grip the material and will add this to the blank size.

Go to RO-D  Enter Machines.  Retrieve the first machine record that trim size applies to by entering the machine number or select one from a lookup window by pressing F2 (or clicking on the Lookup button).  Once the machine record is on the screen, advance one field past the machine number and press <PgDn> (or click on the Trim Size button) to get to the second screen.  On screen two you may enter Trim Size X and Trim Size Y.  If you need 1-1/2 inches of trim on the X dimension and 1 inch on the Y dimension, enter a "1.5" and a "1" respectively.  Repeat this for any machines that will be used within the yield calculator.  

Finally, specify a default machine for use within the yield calculator that represents your most commonly used machine.  Enter this in the Default Machine for Trim Size field within SD-G  Estimating Defaults.

If you enter a material in estimating bill of material entry that has dimensions defined, you will be asked if you wish to use the yield calculator.  If you answer yes, a window will appear that allows you to enter the X dimension and Y dimension of the part you are making.

The default machine is displayed, along with its X and Y trim sizes.  You may enter through these fields to accept the default trim sizes, or you may enter another machine number (or select one from a pop-up window by pressing F2 or clicking on the Lookup button) or you may manually override the trim sizes.

The program will calculate a blank size that incorporates the size of the part plus the trim sizes, and will then compare the X and Y dimensions of the blank to the dimensions of the material to calculate how much material is required to make one blank or part.  The program will also calculate the size of any X or Y remnant, if there is any surplus material.

Generic item numbers can be used in situations where you are not sure of the optimum material to use and you have a generic material defined for a particular family of materials.   Enter the generic item number in the bill of material instead of a specific item number.  The yield calculator will then perform its calculations on all materials tied to that generic item number through IN-L-F  Enter Material Dimensions.  Whichever material offers the lowest cost per part will be selected by the program and will be swapped into the bill of material screen in place of the generic item number.  

When editing a bill of material line item that has dimensions, you will be asked if you want to use the yield calculator.  If you indicate yes, the yield calculator window will pop-up once again, showing your original entries.  You can make any changes and the program will redo its calculations.  If you indicate no, the cursor moves to the Qty Per field where you can override the calculated quantity.

Routings Screen

You can access the routings screen by pressing F6 from the header screen (or by clicking on the Routings button).  The item number for the item is already entered in the Parent Part field.  You may press <Enter> and begin entering a routing for this item.

The routing entry screen is virtually identical to the standard routings entry screen in the Routings module.  See RO-A  Enter Routings for detailed instructions.

Using Operation Templates

Operation templates greatly facilitate creation of routings.  Operation templates contain information for commonly performed operations and reduce the need for entering routing information from scratch each time.  Templates are set up in RO-I  Enter Operation Templates.

If you enter past the Seq field to the Op field you can click on the Operation Templates button (or press F2) to display operation templates for standard operations as defined in RO-I  Enter Operation Templates.

If this is a new routing, you are asked if you want to use the Routings Generator.  If you click Yes, a list of Operation Templates is displayed.  You can highlight and click on each template in the order that they will be sequenced in the routing.  As each template is selected, it gets a number assigned to the left of it indicating the order in which it is selected.

Once all the templates have been selected, click on the Save button (or press F10) and a complete routing will be generated, automatically sequenced in the order that the templates were selected.  The sequence numbering increment (1,2, 3, etc., or 10, 20, 30, etc.) can be preset by you through SD-I  Routings Defaults.

If you are modifying an existing routing, the routing generator cannot be used, but you can highlight and press <Enter> or click on individual operation templates and copy them into routing sequences one at a time.

Routings Copy Feature

The copy routings feature, accessed by pressing F3 (or clicking on the Copy Routing button) while the cursor is in the parent part's description field at the top of the screen, allows you to copy all the sequences from one item number to another.  With this feature you can set up complete routing templates which represent typical routings for different types of products.

Multiple Labor & Setup Rates

The estimate routing entry allows for entry of multiple rates for labor and setup for each of the quotation quantities.  When you enter the parts/hour (or time/part) and setup for a sequence, you will be asked if you wish to enter multiple rates.  If you answer yes, you will be presented with a pop-up window with rates displayed for each estimate quantity.  You may override any of the rates and/or times to reflect differences that may occur with different quote quantities.  For example, at a higher quantity you may run the job on a bigger machine that gets more parts per hour.  Or, there might be a learning curve that results in more productivity with larger quantities.  If you answer no, the single production rate and setup time will be used for all quote quantities.

Outside Processing Costs

You can enter a unit cost for outside processing sequences, along with a minimum amount, if applicable.  It is common with services such as plating for the vendor to have a minimum charge.  When the estimated costs are calculated, the program will multiply the quote quantity by the unit cost to get the total cost for the service.  If the total cost is less than the minimum, the program will use the minimum amount instead.

Default rates for per pound or per inch pricing, along with default minimums, can be set up for outside processing work centers through RO-C  Enter Work Centers.  If these defaults are set and you had entered a Weight or Foot Factor when the part was set up on-the-fly, the cost and minimums will be calculated by the program automatically.

Miscellaneous Charges

You may also enter a Misc Chg on any direct labor sequence.  Miscellaneous charges can be for items such as tooling that are directly related to specific sequences.  You can enter the dollar amount of the charge, a description, and a cost.  The miscellaneous charge and cost are flat amounts that will be the same for all estimate quantities.

When the routing is completed, you may press <Esc> (or click on the Exit button) to clear the screen.  You may enter additional routings for subassemblies or even for items not related to this estimate.  When the screen is clear, you may press <Esc> (or click on the Exit button) again to return to the header screen, or you may press F5 (or click on the BOM button) to go to the bills of material screen.

Extra Charges Screen

You may access the Extra Charges screen by pressing F7 (or clicking on the Extra Chrgs button) from the header screen.  Enter the dollar amount of the extra charge, a description, and an estimated cost.  The cost is an estimated cost and is entered so that the extra charge does not appear as pure profit.

The screen will be cleared for another entry.  You may enter an unlimited number of extra charges.

To view and retrieve previously entered extra charges, press F2 (or click on the Lookup button) while in the Amount field and you will see all extra charges in a pop-up window.  Highlight the one you wish to retrieve and press <Enter> or click on it.

Extra charges are typically used for things such as engineering charges, special packaging, handling etc.  An extra charge is a flat charge which is applied equally to all quote quantities.

When you are finished entering extra charges and the screen is cleared, press <Esc> (or click on the Exit button) or press <PgUp> (or click on the Return Screen 1 button) to return to the header screen.

Summary Screen

The summary screen is accessed from the header screen by pressing <PgDn> (or click on the Summary Screen button).  The summary screen presents a spreadsheet view of each quote quantity and its associated costs and margins.

You will be asked if the estimates are to be calculated.  If you answer yes, the program will calculate costs and margins for all estimate quantities.  This may take awhile to run, depending on the number of calculations.  When completed the cursor will be located on the Quote Price field.

At this point the Sugg Price values and the Quote Price values are the same.  The Sugg Price is the price the program recommends based on the costs and margins that were entered.  You may override the suggested price by entering whatever you wish in the Quote Price fields.  Often this is done to round off prices to correct for unnecessary decimal values.  Whatever is entered in the Quote Price fields are the prices that will be shown on the printed customer quote.

The bottom row below the Quote Price fields are the Total Costs for each quote quantity.  The total costs are the raw costs without any markups added.

If you are recosting a previously saved estimate, you are always asked if you wish to override the quote prices.  If you answer no, the costs will be recalculated, but your quoted prices will stay the same.

Tying RFQ's to Estimates

If an RFQ (request for quote) from a vendor is tied to a particular estimate, the RFQ price(s) will be used in the estimate calculations instead of the normal cost sources.  

You can enter RFQ's from within the Purchase Orders module, or you can access RFQ's directly from the Enter Estimates screen.

To enter an RFQ from within Estimating, you must clear the Enter Estimates screen first.  While the screen is clear, you can press F3 (or click on the Enter Verbal RFQ's button) to access the verbal RFQ screen, or you can press <Home> (or click on the Enter RFQ's button) to enter a full screen RFQ.  For more information on using RFQ's, see PO-E  Enter/Print RFQ's and PO-F  Enter Verbal RFQ's.

Saving the Estimate

You may save the estimate by pressing F10 (or clicking on the Save button) from this screen, or you may press <Esc> (or click on the Exit button) or press <PgUp> (or click on the Return Screen 1 button) to return to the header screen.  The estimate may also be saved from the header screen, again by pressing F10 (or clicking on the Save button) from any point on the screen.

After the estimate is saved, you are asked if you wish to print the estimate.  This is the same report that can be run via ES-B  Print Estimates.  If it is important to keep all the cost detail of the estimate frozen as it exists as of this date, then you should make a hard copy printout of the estimate cost detail and file it.  Estimate costs are dynamic, meaning that if costs change between each running of the estimate report, the costs shown on the Estimate report will change accordingly.

The costs and margins shown on the summary screen of the estimate will not change unless you tell the program to recalculate the estimates.

Modifying an Existing Estimate

You may modify an existing estimate to change dates, status codes, quantities, margins, components, operations, extra charges, or to recalculate the estimates with current costs.

Enter the estimate quote number or select one from a pop-up window by pressing F2 (or clicking on the Lookup button).  You can also find existing estimates via a range of selection criteria through ES-G  Print Estimate Listing.

Press <Enter> through all the fields on the Header screen, changing any fields as needed.  You may also access the Bills of Material and Routings screens to make changes.

If you are on the Extra Charges screen and wish to change any existing extra charges, press F2 (or click on the Lookup button) for a display of the existing extra charges for this estimate.  Highlight the one you wish to change and press <Enter> or click on it and it will be displayed on the screen.

When you reach the Summary screen, you are always asked if you wish the estimates to be recalculated.  If you answer yes, they will be recalculated using today's current material costs, standard costs, and work center rates.

Estimates can be kept in file indefinitely and can be revised over and over again with new dates and new cost calculations.

Processing

When an estimate is calculated, the following processing takes place.

Each estimate quantity is calculated separately in succession.  Each  calculation consists of a routings rollup, bills of material rollup, and application of extra charges and margins.

The routing costs for labor, setup, overhead, and outside processing are calculated and rolled up for the item being quoted and for any other items  with a routing within the estimated item's product structure.  These costs will be held in memory and will be included in the bills of material rollup.

The bill of material costs for material, labor, setup, overhead, outside processing, and miscellaneous charges are then rolled up for all items within  the estimated item's product structure.

Margins are calculated for total material, labor, outside processing, overhead, and total margin.

Total costs, margins, and extra costs are added together for a total suggested price for this estimate quantity.

The process is repeated for each estimate quantity until estimates are  completed for all estimate quantities defined on the header screen.