Step 1: Select QPE.


This is the main module where Jobs will have job budgets created, margins set, material selected, and proposals to the customer printed.






Step 2: Creating a new bid:


To create a new bid, select QPE and then hit enter. This will assign a new bid number and have blank fields that will need to be filled out on the main tab.  Fill out the “Main Info” tab.  “ADB” is the address book where you can add type “C” to add contacts to a customer master!







1.) Select salesperson,  estimator, market and product.








1) Hit the customer drop down button – customer to add and a list of existing customers will populate to select.


2) Select contact if applicable.


3) Fill out the Project information for the proposal.



Step 3: Additional Tab. 


Select the state where the work is being performed and select the correct tax fields. Start quality status and dates should be selected but may not be known at this time.









Step 4: Pricing and estimating costs – Line items tab


To begin select “Add Item” at the bottom of the screen. This will populate the existing templates (left) for the various items types. Using the check boxes, select any item specifics that are needed to estimate this product (each primary product will have it’s own line).









When you hit “OK” the screen will populate with the primary line being blue and the ancillary lines being white. Right click on the primary line (blue) and that will take you to the pricing details of that material.

types.









Once you are on the Pricing Item screen you will have the items from the bid template available to price. The primary line pricing is circled below. You can choose to have freight as a part of the main line or price it as a separate line below.


A. The first Line in the “Scope of Work” box will be availble on the customer proposal.


B. Select the drop down next to “Manufacturer” for a list of existing materials in the system library, a material selection screen will appear.


C. Find your manufacturer, style and color etc… If your material is not an option, manually write it into the lines provided on the pricing screen. If you would like a material added to the library, contact Purchasing.


D. For “Tax Mat” and “Tax Lab” – Enter “U” for resilient material on non-exempt customers and “N” for Lab. Enter “Y” for both on carpet material if the customer is non-exempt. When you enter this information the existing line items will auto populate and calculate the tax for you.


E. The pricing sheet works simliar to excel, in that, you can change quantities, descriptions, U/M etc. Feel free to add lines or override lines for things that did not pull through in the bid template.  


F. To pull an item from the library, click the line item’s cell in the “Item” column, then click the column header “Item”, and a material selection screen will appear.  To access the Library, click the drop down arrow.  (Do not use “Item #” button) For each line item, there should be an “Item” number assigned.  SEE ADDITIONAL SCREEN PRINT BELOW


G. The “GP %” will set your overall margin % (NOT MARKUP) for the job, taking into account all costs (including Use Tax). This will change as you change costs on your pricing sheet.












Step 5 Print Proposal:


After you hit save, go back to the main info tab. Select the button “Print Quote”. Select “Word Doc”. The following screen will appear:









Feel free to select different greetings/closings and Scope of work types. All these fields are able to be modified on this screen and once the document is in word. When you are finished selecting your options hit “Print” and the document will open in a Word doc for you to finalize (Save as a PDF, Print, modify, etc).









STEP 6: CREATING ALTERNATES


*NOTE: There are two types of alternates, both created the same in STRUCTURE, however they will be booked differently. 


Alt Type 1) Base bid and alternate being completely new bid (neither bid has been booked, customer chooses between the two)


Alt Type 2) Base bid and alternate being additional work for the project (base bid can already be booked)


TRAINING ASSUMPTIONS: Your initial base bid is already created in QPE, to create an alternate you start in QPE.




BEGIN IN QPE







Before opening the bid, click "Create Alt" near the top middle of the screen.









Find the bid number.









After finding your bid and exiting, Structure takes you to the new alternative.


Next, click "Edit Bid"









Add line items to alternate bid:


Notice, everything pulls from the original bid, including all of the line items.


You may add/delete as you see fit. Again, depending on the type of alternate, when booking the job you will have the option to book base bid OR alternate, or base bid AND alternate.


If you are creating type 2 alternate (where additional work is the alternate), make sure you delete original line items from the alternates "line item" page. This is because you will book original bid and alternate (if customer chooses)








Alternate will save as: Job # Alt 001









The bid is not booked until you do so on the "Book" Tab.


Always "Save Bid" before leaving QPE.


End of sales pricing/proposal stage




Step 6: Job Requirements Tab









As a part of the Project Manager signing off on an order before it is booked the Job Requirements tab will be filled out appropriately as well as the materials on the Line Items tab verified. The Job Requirements tab will be printed off for Install/Operations.