Overage in Quotes

Our customers have told us that sometimes overage is the difference between a successful business and a closed business. For this reason, OASIS has a number of rules built in that protect overage values as much as possible. Note: users must properly label each overage value for these rules to take effect. 

The Overage Line -- Keeping it Simple

The most basic method for adding overage to a job is to type "Overage" in the "Code" column, on a blank line and to type the amount of overage in the "Sell Price" Column. This tells OASIS that the line is overage and that it should never be shown to the customer. Additionally, OASIS will force the printed bill of materials to not show UNIT and Extended prices to ensure the customer does not use math to determine the overage. 

The overage line does not have to be assigned to a manufacturer during the quotation process. This allows you to lock the job at a given price and then later work a scenario to identify the best manufacturer for the overage-- thereby maximizing profit.

No unit or extended pricing shows on the printed quote, as it is protecting your overage. Only grand totals will be displayed.

Note: if you mark up the Sell Price (say by 10% long), placing the result in L1, L2, or L3, the overage value will be marked up at the same rate (10% long) and placed into the appropriate column. 

Overage Per Fixture Line- Using the OBase & OBase Comm Columns

The "OBase" column is the price at which the manufacturer begins paying the overage. The "OBase Comm" column is the percent of the commission the manufacturer pays at that price. "% Overage" is the rate or split paid by the manufacturer. 

One advantage of applying overage to each fixture on a bill of materials is that users are then able to print the until and the extended prices, which include the amount of overage.

When fully configured, using a price list, OASIS will automatically fill in the OBase values, allowing the quoter to work scenarios where the marking on any given line is more or less than another. 

Example 1: No Overage

Note: please make a habit of keying a price AND commission together in a quote.

Example 2: No Overage (Sell Price equals OBase)

Note: please make a habit of keying a price AND commission together in a quote. 

Example 3: Overage is Auto Calculated

Note: OASIS will block the "Sell Comm" column and show the gross commission or total "rate of return" in Sell Comm column (as denoted by the brackets).

Example 4: Overage is Auto Calculated - even when marked up

Printed Quotes

Overage lines are never printed on customer copies of the quote. Additionally, unit and extended prices are not printed when overage lines are used as your customer could easily figure out the amount of overage.

To print UNIT or Extended prices, you will need to use the "OBase" column (as described above). Using OBase will allow OASIS to accurately calculate overage and print unit and extended prices.

Project Status Reports

Overage lines are never printed on project status or web reports.

Order Conversion

Before allowing an order conversion, OASIS will first require all overage lines to be assigned to a manufacturer. During order creation, the overage is copied to the specified manufacturer order.

In all cases, the overage split on the quote line is copied to the order line. This ensures the order is correct for manufacturers that have multiple overage policies.

Price Lookup- Automating OBase

Within the price list editor, one column of the price may be marked as "Overageable." This column is copied directly into the quote every time the part is copied into a quote. This allows the quoter to focus effort on maximizing job profits.