In some cases, users may need to get a price or quote out quickly because a bid date or time deadline is urgent, but the bill of materials may not be complete. OASIS provides an override tool to allow users to quote the job and then return later to resolve the bill of materials. This override can be a Lot value or a markup (percent added to the current bill of materials). Using either of these methods will result in only a grand total at the bottom of the quote. Note: this override must be removed before converting to an order.
Adding a Markup
1. Navigate to the Projects page or Quotes page. Note: this example will use the Quotes page.
2. Open the needed quote. Note: this documentation assumes customers and items have been added to the quote. For more information, click here.
3. Select the "Customers" tab.
4. Select the needed customer, so it is highlighted.
5. In the "Markup" field, enter the needed markup.
6. The total price will change to reflect the markup added to the bill of materials.
7. When printed, the quote will look similar to the example below:
Using the Lot Price Tool
1. Navigate to the Projects page or Quotes page. Note: this example will use the Quotes page.
2. Open the needed quote. Note: this documentation assumes customers and items have been added to the quote. For more information, click here.
3. Select the "Customers" tab.
4. Select the needed customer, so it is highlighted.
5. In the "LotPrice" field, enter the dollar amount you wish to quote for the job.
6. The total price will change to reflect the Lot price.
7. When printed, the quote will look similar to the example below:
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