Quotes
Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.
Approval conditions
Shop Owner: Approve eligible Quotes, PurchaseOrders and ChangeOrders through ApprovalDecisions
PendingReview
- QTS-16231 CUS-044 in 2 d
- QTS-82443 CUS-092 in 12 d
- QTS-65398 CUS-006 today
- QTS-12948 CUS-141 12 d
- QTS-80182 CUS-061 in 5 d
QTS-16231
- Customer
- CUS-044
- QuoteDate
- 19 Sep
- ValidUntil
- 26 Sep
- TotalPrice
- 270
- MarginPercent
- 21
Review waits for the shop owner.
Build an offer the customer can choose
An RFQ holds the customer reference, requested delivery, validity period and drawings. Group quantity alternatives by the same part, revision and requirement so the customer can compare the cost of a short run with a larger order. Separate requirements remain separate groups.
Each offered option has its own setup absorption, material requirement, outside cost and price. Before acceptance, the displayed quote total uses a clearly identified option from each group. It is an illustrative offer total; the accepted order value comes from the customer’s actual choices. An option omitted from that display still needs review if the customer may select it.
StatusDraftPendingReviewApprovedSent
Estimate the whole operation
Copy an active routing for repeat work or build the operation sequence for a new part. Keep the program identity, setup sheet, work instructions and inspection points with the estimate. The drawing and routing version used to price the offer remain available after the master records change.
| Estimate component | Pricing basis |
|---|---|
| Setup and run | Setup hours plus run hours for the offered quantity, with separate labour, machine and burden rates |
| Material | Required quantity converted to the material’s base unit, at the evidenced supplier, receipt or standard cost |
| Outside service | The processor’s per-unit price or a lot price covering a defined quantity |
| Customer material | Required physical quantity and ownership recorded at zero shop material cost |
Customer defaults supply material and labour markups. Material markup applies to material and outside service; labour markup applies to labour, machine and burden. The estimate retains those components separately so an outside operation is not also charged as internal machine work.
The binding line total follows the frozen rounding policy. Margin is the difference between that selling amount and estimated cost, expressed as a share of selling amount. A markup is a different calculation. A price override changes the review basis; a zero selling price has no meaningful percentage margin and needs an owner decision.
CloseReady = true
| Job Number | Customer | Part | Due Date | Actual End |
|---|---|---|---|---|
| JBS-49411 | CUS-201 | PRT-35996 | 23 Sep | 29 Sep |
| JBS-53649 | CUS-061 | PRT-15179 | 27 Sep | 04 Oct |
| JBS-23205 | CUS-207 | PRT-44783 | 24 Sep | 03 Oct |
| JBS-80082 | CUS-124 | PRT-59546 | 19 Sep | 23 Sep |
| JBS-49265 | CUS-053 | PRT-56032 | 12 Sep | 16 Sep |
| JBS-11111 | CUS-189 | PRT-96159 | 18 Sep | 20 Sep |
Review every offered alternative
Submission freezes the complete offer and the protected margin policy used to review it. The Estimator may release an offer when every offered alternative meets or exceeds the floor. Any lower-margin alternative routes the offer to Shop Owner review, even if a more profitable option is selected for display.
The reviewer sees the original drawings, quantity options, costs, rates and terms. Approval records the actual person and the reviewed version. Independent review is the default where an independent signer is required; a small-shop owner exception must be explicitly enabled for that action and recorded with its reason. Changing roles does not change who prepared the offer.
A requested price or scope change creates a revised offer for review. Submitted and sent terms remain frozen. NoBid records an intentional decision to decline the work, keeping it distinct from a customer choosing another supplier.
StatusPlannedReleasedInProgressOnHoldInspectionComplete
Turn acceptance into the right job
Office Manager checks the customer PO against the sent version, including part revision, quantity, price and delivery. An unquoted quantity goes back for a revised estimate and released offer. Selecting the nearest quantity break would change setup recovery without reviewing the resulting margin.
Accepted alternatives become order lines with retained customer evidence. Blanket releases consume the approved quantity and value ceiling under their own release identities. Repeating a conversion or importing the same release cannot create another order or another demand allocation.
Each resulting job receives the accepted operations, material plan, drawings and estimate by cost type. Production Manager then reviews the job for release. Acceptance of the sale does not by itself authorize floor work.
StatusReleasedInProgressOnHoldInspectionCompleteShipped
Make repeat quotes more informed
The part’s last quoted price retains its chosen benchmark quantity, unit, date and offer version. Last job cost identifies the reviewed customer-job family and its accepted good-unit basis. The Estimator can compare like quantities and investigate a changed setup time or material price before copying the next routing.
Open Quotes, My Quotes and Quotes Awaiting Margin Review support follow-up and decisions. Quote Log calculates hit rate from Won, Lost and Expired offers in the stated cohort, with NoBid and open offers shown separately.
Younot Lost
| Quote Number | Customer | Quote Date | Valid Until | Requested Delivery |
|---|---|---|---|---|
| QTS-30829 | CUS-018 | 29 Sep | 08 Oct | 10 Oct |
| QTS-67026 | CUS-206 | 28 Sep | 30 Sep | 04 Oct |
| QTS-49217 | CUS-053 | 09 Sep | 14 Sep | 19 Sep |
| QTS-45311 | CUS-093 | 23 Sep | 26 Sep | 05 Oct |
| QTS-44991 | CUS-152 | 09 Sep | 15 Sep | 19 Sep |
| QTS-54069 | CUS-213 | 19 Sep | 26 Sep | 04 Oct |
Modules
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Quotes
Quote custom work with clear quantity options, reviewed margins and a production plan that follows the accepted offer.
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Jobs
Keep drawings, travelers, material and customer commitments together from job release through completion and cost review.
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Routing
Build repeatable operation plans with the right drawings, inspection points and costing basis for every job.
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Scheduling
Plan work centre queues against real capacity, material readiness and customer dates, with the effect of changes visible.
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Time & material
Capture the work performed and stock consumed, with reviewed time, traceable heat usage and controlled remnant returns.
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Purchasing & outside processing
Buy for the job, trace incoming material and keep each outside-processing lot visible until its return is resolved.
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Shipping & invoicing
Ship the accepted pieces with their certs, bill the agreed scope and reconcile payments, credits and returns.
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Costing
Understand job margin as work posts, review the reasons for variance and use the completed job to improve the next estimate.
Reports
All reportsQuote Log
Frozen sent offers by sent-date cohort/customer/part and estimator, with Won, Lost, Expired, NoBid and still-open outcomes separate. Hit rate is accepted terminal offers divided by Won + Lost + Expired in the stated cohort; NoBid and open offers excluded from denominator but shown. Superseded versions and repeated conversion are not additional offers won. Quantity-break prices retain quantity/UOM and approval basis.
Customer Margin
Accepted sales value and signed actual cost of completed customer-job families, consolidating root/splits/remakes/returned rework and linked Adjustment costs once. True component/internal jobs have no duplicate customer revenue; balanced child transfers cancel in consolidated cost. Show incomplete family/recovery work separately and preserve closed original values alongside later adjustments.
Roles and permissions
Sets protected margin, purchase and exception policy, decides below-margin offers, above-limit purchases, financial changes and manual costs, and authorises every job close. Default independence is person-based. A permitted OwnerException requires an explicitly activated small-shop scope and a reason on that decision; switching roles never creates independence.
Builds Draft offers and routing revisions. Every offered quantity alternative is reviewed, and accepted versions stay unchanged. Can release at-margin offers through the recorded EligibleEstimator path; cannot lower the target floor on the quote.
Releases approved job plans, confirms finite schedules, manages material and production scope, reviews tickets across the shop, and prepares close evidence for Shop Owner. May change work-centre capacity/calendar assignments under policy, but not machine/labour/burden rates or employee rate overrides.
Sequences and oversees assigned work centres. Ticket review checks actual employee identity and the work centre's named supervisor; a supervisor cannot approve their own work ticket.
Performs assigned released work, records actual intervals and proposed good/scrap quantities, and issues material to the assigned job. Reported quantities remain provisional until the applicable approval; the operator cannot directly edit aggregate production or stock balances.
Procures material/outside services, records exact supplier and customer-material custody, and controls stock-room issues/returns. Receipt arrival is separate from cert/inspection acceptance. Supplier status and material master edits do not grant financial or stock-balance bypasses.
Inspects disjoint presented lots, records first-article continuation and final acceptance, and resolves technical nonconformance scope. Final acceptance requires a person independent of the production being accepted; a second role does not waive that boundary.
Verifies exact customer acceptance, enters released demand, prepares dispatches and bills only authorized unbilled scope. Applies cash/credit through bounded actions and requests financial corrections. Cannot choose an unquoted nearby quantity break, turn a cert checkbox into a waiver or edit issued financial history.
Related processes
Quote to job
Turn the customer RFQ into a reviewed offer and a released job with the right drawing, traveler and material plan.
7 stages · 2 approvals
Release to ship
Move released work through production, reviewed time and quality checks into a traceable customer shipment.
9 stages · 3 approvals
Outside processing
Follow each lot through its supplier order, outbound custody, partial return and quality acceptance.
7 stages · 2 approvals