Knowledgebase:
Proposal Document Checkboxes
Posted by Arturo Bravo, Last modified by Diane Gross on 06/22/14 10:21 AM

The following Diagram represents some available checkboxes in the document screen along with notes and descriptions.

 

Proposal Pages

Cover Page

Select to print specific pages

CAN be checked off at all times/combined with check boxes

Cover Letter

Scope Of Work

Financial Summary

Terms & Conditions

Equipment

Display

 

 

Show Equipment

MUST be checked to see Equipment/Materials section

 

Display Full Line items

Equipment will show Quantity, Part # and Part Description

CANNOT be combined with 'Display Qty & Description Only' or 'Display Location' check boxes

Display Qty & Description Only

Equipment will show Quantity and Description 

CAN be combined with 'Display Location' check box

Display Location

Equipment will show Location [filled in Estimate screen]

CAN be combined with 'Display Qty & Description Only' check box

Include Unit Sell Price

will show Unit Sell Price as shown in Estimate screen

CAN be combined with 'Include Extended Sell Price' check box

Include Extended Sell Price

will show Extended Sell Price as shown in Estimate screen

CAN be combined with 'Include Unit Sell Price' check box

Include Total  on Folder’s header

will show Total of folder in header

CAN be checked off at all times/combined with check boxes 

Sort

 

 

By Manufacturer

What Equipment will be sorted by

 

By Part Number

 

By Description

 

By Unit Sell Price

 

By Extended Sell Price

 

Sort Order

 

 

Ascending

How will Equipment be sorted

 

 

Descending

 

 

 

 Labor

Show Labor

MUST be checked to see Labor

 

Labor Line Item

Labor will be shown as the individual Labor Categories created (eg: Installation, CAD, Project Management, etc.)

CAN be checked off at all times/combined with check boxes 

Labor Extended Sell

will show Extended Sell Price as shown in Estimate screen

CAN be checked off at all times/combined with check boxes 

 

 

 

Sub-Contractor 

Include Sub-Contractor in Labor

Sub-Contractor price will be combined with Labor price and WILL NOT break out

 

Show Sub-Contractors

MUST be checked to see Sub-Contractors section

 

Sub-Contractors  Line Item

Sub-Contractor will be shown as indvidual Sub-Contractor(s) based on Description (Editors > Chargeable Items tab > Description column)

CAN be checked off at all times/combined with check boxes

Sub-Contractors  Extended sell

will show Extended Sell Price as shown in Estimate screen

CAN be checked off at all times/combined with check boxes 

Chargeable Items

Show Chargeable Items

MUST be checked to see Chargeable Items section

 

Chargeable Item Line Item

Items will be shown as the individual Chargeable Item(s) based on Description (Editors > Chargeable Items tab > Description column)

CAN be checked off at all times/combined with check boxes 

Chargeable Item Extended sell

will show Extended Sell Price as shown in Estimate screen

CAN be checked off at all times/combined with check boxes 

 

 

 

 Wire Items

Show Wire Items

MUST be checked to see Wire section

 

Wire Item Line Item

Wire will be shown as the individual Wire item(s)

CAN be checked off at all times/combined with check boxes 

Wire Item Extended Sell

will show Extended Sell Price as shown in Estimate screen

CAN be checked off at all times/combined with check boxes 

 

 

 

 Test & Inspect Items

Show T&I Items

MUST be checked to see Test & Inspect section

 

T&I item Line Item

Test & Inspect will be shown as the individual Test & Inspect Item(s)

CAN be checked off at all times/combined with check boxes

T&I Extended Sell

will show Extended Sell Price as shown in Estimate screen

CAN be checked off at all times/combined with check boxes 

 

 

 

 RMR

Show RMR

MUST be checked to see Chargeable Items section

 

RMR Line Item

RMR will be shown as the individual Item(s) based on Description (Editors > RMR Code tab > Description column)

CAN be checked off at all times/combined with check boxes

RMR Extended Sell

will show Extended Sell Price as shown in Estimate screen

CAN be checked off at all times/combined with check boxes 

Override RMR Rounding

will show sell exactly as shown in Estimate screen - WILL NOT round to ".00"

CAN be checked off at all times/combined with check boxes 

 

 

 

 Freight & Warranty

Show Freight on Subtotal

Freight sell will show in Subtotal

CAN be checked off at all times/combined with check boxes

CANNOT with 'Consolidate Freight & Warranty' check box

Show Warranty on Subtotal

Warranty sell will show in Subtotal

 

Consolidate Freight & Warranty

Freight and Warranty sell prices will show as ONE dollar amount

CAN be checked off at all times/combined with check boxes

CANNOT with 'Show Warranty on Subtotal' and/or 'Show Freight on Subtotal' check boxes

 

 

 

Financial Summary

Total System Investment

will show Total of Proposal

 

System Subtotal Breakdown

will show breakdown of each component of proposal (Equipment, Labor, CI, RMR, T&I, Freight, Warranty)

Folder Level Subtotal Breakdown

will show breakdown of each component within each folder (Equipment, Labor, CI, RMR, T&I, Freight, Warranty)

Show Burden

will show Burden

if being sold to Customer, this will benefit as prices will add up correctly. If check box is not selected, Burden price will be shown as Misc. Parts and Supplies 

Show Discount

will show Discount in Subtotal and Total is discount was given

 

Include Tax on Total

will show taxes on proposal, if any applied

 

Round Figures

will round pricing to the nearest dollar (".00")

 

 

 

 

 General

Term

Monthly

Billing Frequency

 

Quarterly

 

Semi Annually

 

Annually

 

Deposit

20%

Deposit Amount (Percentage of Total System Investment - Calculated)

 

30%

 

40%

 

50%

 

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