RS Dachy 5 - Dimension list and offer

Dimension list and offer

To see the complete dimension list selected to roofing offer, select "Dimension list" in a document inspector. The options available on this tab:

1.Limiting dimensions list

According to the real-size dimension – sheet size is consistent with optimization
According to the rounded dimension – results after optimization are rounded to given environment
According to the grouped dimension – results after optimization are grouped in given environment. Sheets take the size of the largest sheet in the environment.

2. near - the size in mm, specifying the environment of rounding or grouping results (see para 1)

3. Apply optimization parameters for all slopes - if this option is selected, changing roofing parameters on the product toolbar applies to all slopes. When this option is unchecked, changing the parameters on the product toolbar applies only to the current slope.

4. A list of products selected for offer

5. Specification of length of sheets for selected product

6. Information on the selected offer line

Calculated demand - sum of the amount of product for the entire offer in basic unit
Calculated demand in linear metres - sum of the amount of the product for the entire offer in linear metres
Optimal demand – for roofing calculated in square metres it is the surface area of all slopes
Percentage of efficiency - the ratio of calculated demand to optimal demand.

Offer

All the information in the tabs in section Offer should be completed to present an offer on the basis of quotation.

1. Offer identification data

2. Customer data

3. Offer lines

4. Offer Summary

Offer

Offer tab allows you to input

1. Offer number – offer serial number, this field is printed on the offer

2. Description – space for relevant remarks

Customer data

In Customer data tab complete the following fields:

3. Place of delivery - section with information about the customer and the place of delivery

Name – customer name
Street
Postal Code
Phone
E-mail

4. The Contractor - section with roofing contractor data

Name - the name of the roofing constructor
Address
Contact
Phone
E-mail

Offer lines

In the Offer lines tab you create variants of the offer and calculate value of the offer.

The basic variant called Total includes all materials contained in quotation.

To get the value of the offer and gross profit the following columns should be completed:

5. Price from the price list - suggested retail price from supplier's (producer's) price list
6. Discount from supplier - discount from supplier as a percentage
7. Sales price – sales price for customer
8. Discount % - discount for customer from sales price as a percentage

The other columns are calculated automatically: