Pricing not showing on alternative materials calculations when using AltCalc in Price List
I would like to include AltCalc's on my estimate to provide alternative material pricing. I have the AltCalc checkbox checked in the Price List for my Category, but it's not showing up on my Estimate as an option?
Invoice Report Customizatoin
Is there a way to adjust the size of the area boxes on the invoices? Would love to get these down to one page, if possible. Anytime I have more than one area - it always bumps it to a second page.
dfx files
We ran into an issue that when we have a project with more than one DFX file it overwrites the first one and do not let you do two for the same project.
Drawing a notch on a top
How to add a notch to a drawing?
Update a payment
How do you update the payment amount?
Tops with different depths
How do you draw a top with different depths?
Locked Edge
How do I unlock the Edge on a Drawing?
Cost Overrides
Where is the Cost Override for Line Items?
Line Item with End Date still showing
I have an End Date set for a line item, but it is still showing as an available line item on my job.
Move top to new area
Can I move tops from my current Area to a new Area?
Markup% not showing
Why can’t I see the Markup% in my Area Module?
Unable to add assigned role to Quote Wizard
Was something changed in this update to make this happen? We are unable to add the sales rep role to in the quote wizard. We are able to everywhere else though.
Delete Named Layout
Can you delete any of your Named Layouts?
One drawing not showing
Why is one drawing showing on my Estimate but the other is not?
T$ check box missing
Why can’t I see the T$ check box in the Area Module?
No drawing on Estimate
Why is my drawing not showing on my Estimate? I have checked and I have the report configured to show the Active drawing.
Splash not showing image on customer layout
Why is my splash not showing an image on the customer layout?
Customizable Dimension Labels
Is it possible to create a fetaure where we can select which dimensions we want to show on the drawing and which ones we want to hide? For instance, I might want to show the back and the side, but not the front and the other side (for redundancy reasons).
Not set to instance error
On the fabrication tab, I keep getting an error that says object not set to the instance of an object when I try and add the slab image. How do I fix that?
Where should Markup, Target Adjust, and Line Item Overrides go??
Over the weekend, we moved the Markup %, Target Adjust, and Line Item Overrides functions from the AREA Data (Left Panel) to the Line Item Tab. Our goal is to clean up the area module to make it easier to navigate but we heard some negative feedback so
Area Data box-Name Box in Draw screen
Does anyone else get annoyed that when you change a Price List the "NAME" box reverts back to "KITCHEN" when it's supposed to be something different like "primary bath". Is there a way to change the price list without changing the name box every tim
Color name not showing on Area
Why is my selected Color name not showing on my Area or on my Estimate?
Alternative Materials Box Scrolling
I notice I have to scroll left and right a lot when I put my alternative materials in. Do you have any tips on how to scroll less?
Editable checkbox Area Module
What is the Editable checkbox for?
Adding a top to an existing Fabrication Layout
I created a fabrication layout and then added a top to my customer layout. How do I add a top to an existing fabrication layout that I already started?
Can I automatically add a markup to my quotes/estimates?
Yep, you can add a markup at the price list level and can then override or delete that value at the area level. Be sure to only set a default margin OR markup for a price list. The Markup % in the area module is set once the price list has been selected
I have a default margin for this price list but it isn't working for all my line items.
Check if there is value in the "Mrgn" column for that SKU Item in the Administration/SKU Items table in the bottom left. Margin set for individual SKUs override the price list margin. In that case, you could override the revenue of that SKU item if you
Where is the override section in the area module?
Overrides may not be permitted for that price list. Talk to your administrator or account manager if you believe the price list should have override capabilities. If the price list is set for overrides and you still aren't seeing the "Override" dropdown,
This price list has its own address but isn't showing up in the estimate. Why?
The priority for addresses that are added to the top right of the estimate is: The report's AlternateAddress field in Report Configurations Price List Alternate Address Address stored in Customer with the Fabrication Shop Name (added during account setup)
Line items that depend on slab number
Can I add a charge based on the number of slabs in a job?
Can I quickly add a color to quote with without going into the Administration Tab?
I need to quickly add a color to quote with. Can I do that without going into the Administration Tab?
How do I bill the customer even if there is a dealer attached to my job?
How do I bill the customer even if there is a dealer attached to my job?
How do I change Slab Pricing to SqFt Pricing or Vice Versa?
How do I change Slab Pricing to SqFt Pricing or Vice Versa?
I want to show multiple jobs on one Quote / Estimate report.
How can I show an estimate with multiple jobs under one customer?
Dealer Discount Percentage
How could I apply a percentage discount by account or dealer that I work with?
When I click on an area it says there is another user editing that same area. Is there a way to kick that other user out?
This user that it says is editing no longer works here. How do I kick them out?
Adding Line Items Quickly
Is there a way I can add a quick access button to my Line Items Tab in the Area so that I can easily add a Line Item?
On an L Top, how can I charge for the extra space around the L?
I want to charge for the blank space in the middle of the top.