Quotations

Costing Analysis

Costing history: The quotations now maintain a costing history that allows users to track and analyse the costs associated with each quote item or the entire quotation. This feature ensures that the quotation remains profitable by providing visibility into the cost components involved in producing or procuring the quoted items.

The costing history provides a comprehensive breakdown of costs, detailing the various cost components involved in the production or procurement of the quoted items. This breakdown can include factors such as material costs, labour costs, overhead expenses, and any other relevant cost factors specific to the quotation.

Users have the flexibility to view the cost breakdown at both the item level and the whole quotation level. This allows for a detailed analysis of costs associated with individual quote items and a broader view of the overall cost structure of the entire quotation.

Export to Excel: The costing history, including the cost breakdown, can be exported to Excel. This feature enables users to further analyse and manipulate the data in a spreadsheet format, facilitating additional calculations, comparisons, or reporting as needed.

By providing a comprehensive costing history with a full cost breakdown, Cim200 quotes enable users to assess the profitability of each quote item and the entire quotation. This information is crucial for making informed pricing decisions, identifying cost-saving opportunities, and ensuring that the quotation aligns with the desired profit margins of the business. The ability to export the costing data to Excel enhances data analysis and reporting capabilities.

Standard Item

Customer Part Number

Customer part numbers can be setup in Stock Control to record a customer’s own part number for a product they purchase.

The customer may order using their own part number instead of the stock code used in Stock Control. By recording the customer’s part number, it can be used for order entry instead of the internal stock code.

If a customer part number has been setup against any item for the current document customer, it can be typed or selected in the Cust Part No field to identify the item.

Once a customer part number is entered, the internal stock code that it is associated to can be identified, it is populated onto the screen.

Exclude from Demand Schedule

If this option is ticked, the Demand Schedule refresh will exclude this document line and MRP will not plan to replenish stock to meet the demand.

Stock Profile

Click on the Stock Profile button to launch the Stock Profile screen, giving full details of the item’s stock status.

Multiple Dates

Multiple Delivery dates can be set on each Sales document line, to allow for call-offs and planned part-shipments. Planning takes account of multiple dates when calculating recommendations.

Configure

Configuration of BOMs: When entering a quotation line, there is a Configure button available. This allows users to modify an existing BOM record or create a new BOM record for a component that does not have an existing BOM. This flexibility enables customization of the BOMs to meet specific customer requirements.

Before a Configured BOM record can be converted to a Pro Forma or Sales Order, any non-stock items included in the BOM need to be converted to stock items. This ensures that all components in the BOM are properly accounted for and can be managed in the order fulfilment process.

When saving a Configured BOM, there is an option to update the selling price based on the latest costing for the configured BOM. This feature ensures that the selling price accurately reflects the cost of production, including any changes in material costs or other factors that may impact the BOM costing.

Quantity breaks: The Quantity Breaks tab grid will automatically populate when the quantity is changed. This feature simplifies the process of applying different pricing or discounts based on quantity tiers. The BOM costing is recalculated each time, considering any setup or teardown costs associated with the operations involved.

Manual adjustment of quantity breaks: Users have the ability to manually add, modify, or remove quantity breaks from the grid. This allows for further customization of pricing based on specific quantity levels, such as applying discounts for higher quantity breaks or adjusting markup percentages for different quantities.

Any changes made to the quantity breaks on the grid are remembered and used when respective quantity is selected on the quote. For example, if discounts are applied or mark-up percentages are adjusted for higher quantities, these modifications will be saved and reflected in subsequent calculations or quotations.

Overall, these features and functionalities streamline the quotation process, enable customisation of BOMs, ensure accurate costing, and provide flexibility in pricing based on quantity breaks.

When Converting a configured quote line to Pro Forma or Sales Order record and subsequent Works Order, the configured Bill of Material is copied to the Works Order.

Default Mark-up % is derived from Cim200 Settings 

Open: Stock Control > Utilities > System Set up . Cim200 Settings | Commercials Tab

Free Text Item

Free text item with its own BOM: A Free Text item can be configured to have its own Bill of Material (BOM) without the need for a separate Stock Code or existing BOM record. This is useful for one-off quotes or situations where a specific item requires a unique BOM that is not associated with an existing Stock Code.

Conversion to a one-off Works Order: A configured Free Text item quote can be converted to a one-off Works Order without the requirement to create a Stock Code or Bill of Materials record. This allows for efficient handling of unique or customized items that are not part of the regular inventory or manufacturing process.

Configuration process: To configure a Free Text item, you enter the item description, which serves as the “Stock Code” for the item. The description can be manually changed in the Configure New Quote BOM screen, providing flexibility in naming or identifying the item. From there, you can create the BOM from scratch, specifying the components and operations required for the item.

Non-traceable nature: It’s important to note that a configured Free Text item is non-traceable. This means that it is not associated with a specific Stock Code or tracked in the same way as regular inventory items. This is understandable as Free Text items are typically used for one-off or unique situations where full traceability may not be necessary.

Overall, the ability to configure Free Text items with their own BOMs and convert them to Works Orders without creating separate Stock Codes or BOM records provides flexibility and efficiency in handling customized or unique items in the quotation and manufacturing processes.