Project Takeoff and Costing

 

Projects can be estimated directly in SIM*plicity but on complex projects it sometimes is easier to first create a take-off sheet in Excel. This can be then transferred into our software and the cost will be automatically computed. (As part of our "enter data only once" concept this information will be converted not only for cost details but for manufacturing control , inventory/purchasing and invoicing.)

 

1. Create a take-off sheet. The only necessary information are the item #'s and quantity""

            (TIP: To speed up data entry for projects with many similar rooms just copy, paste and edit the all the lines for a given room. You can use the "remarks" field to identify the different rooms.)

 

ITEM QTY Length Width Depth/thk Remarks
wt3872 2   29    
w3030 3        
w3030 1 29 28   to fit  room dimension
w3012 2        
countertop 1 178.5 23   see dwg #34-4
8" toekick 25       cut in field
install 56       requires 3 man crew        
 

2. Go to Order Entry> Add Quotations

  1. Enter the customer information
  2. Click the "Items" tab on the right side of the screen.
  3. Enter the order options (laminate type, finish, packing, etc.)
  4. Click the "Batch Add" button
  5. select the spreadsheet that you want to use.
  6. Use the pulldown boxes to identify the product #, quantity and size fields
  7. If there appears to be missing information - cancel the Batch Add process and correct the spreadsheet. (You can reload the spreadsheet without exiting the Item Entry  screen.)
  8. Click on the Add Items button.  Please wait while the data is  processed. You can then edit individual items - entering Non-Standard Sizes, adding Product (Local) Options or posting manufacturing instructions and shipping remarks.
  9. Click the  "Summary" tab on the right side of the screen.
  10. Accept Quotation by clicking either the "OKAY" or "PRINT" buttons.
  11. To view the cost of the quotation click  the "Costing" tab. This is the complete cost base on the latest cost of the material options that you selected and includes labor and department overheads.

 

3. To view an example of a project cost click this link