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You can tailor the system to your company's needs through the setup process. This saves time when using the system.
You must set up overhead recovery and cost headings before estimating. Once you enter estimate details, an amount is added to increase the estimate and ensure overheadsIn accounts modules, these are business expenses, such as rent, that are not attributable directly to any department or product and can therefore be assigned only arbitrarily. In manufacturing modules, these are manufacturing or production expenses other than direct labour or materials. are met.
Estimates can have up to five analysis codesAnalysis codes are used in accounts modules to indicate common sales or purchase accounts. Assigning an analysis code to a sales or purchase account allows you to group transactions for payment or for reporting purposes.You can attach up to 20 different analysis codes for reporting purposes. Analysis codes are used in manufacturing modules for analysing and reporting on BOMs, estimates and works orders. For example, you might want to analyse your estimates by industry type and area; so you would set up analysis codes, Industry Type and Area. attached to them for analysis purposes.
You can set up labour, machine and operation details prior to creating estimates.
In addition, stage templates, prospects and expense types can apply in estimates.
Open: Estimating > Utilities > System Set Up > Estimate Settings.
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