The following screen images will take you
through the routine of entering an estimate into our Trade Bindery Estimate System.
The purpose of this demonstration is to provide you with a general overview of the
estimating procedure and the operations that the program covers.
The total loading time of this page may vary from user to user depending on system
performance and the type of connection being used but it should take approximately 15
minutes due to the large images required to show high detail.
The buttons in the screens will be described but do NOT function.
When you first load the program the following screen appears:
The option of Activities is pre selected so simply click on the OK Button. the following
screen will appear:
The option of New File is pre selected so simply click on the OK Button. the following
screen will appear:
The above dialogue box allows the estimator to type in the Title and Description.
The Estimator would also use the check boxes and pick lists menus to select the Estimator,
Customer and Category. This information is added to the Estimate, the Letter and the
Estimate History Program.
When all this information is entered it will look like the screen below.
The next screen allows you to describe how the printed sections will be supplied to you.
Will they simply be printed flat sheets or will they be pre folded and/or pre collated.
This brings you to the Input Screen. This is exactly that, a way to
quickly enter the information required to generate an estimate. Notice that the
Description and the Title appear in the Input screen. Assign the next Estimate Number by
clicking on the Estimate # Button on the right hand side of the screen.
The Input screen will now appear as follows:
The Demonstration will now highlight the cursor position with the Red box as displayed in
the following screen. Enter up to Quantities for the text and cover at 1 time. The
quantities are entered as 2,500.
Notice that you would now move down to the Product Code as highlighted by the Red box. The
Product Code is the key to the speed at which you can do estimates. The Product Code
allows you to pre program combinations of operations so that they are calculated by simply
picking the appropriate code. These codes are generally used to describe your main
processes such as Saddle Stitch, Perfect Bind, Mechanical Binding etc.
Simply click on the LU Button and the following pick list will appear. You simply scroll
down the list until you find the Product Code you require. We will use Wire O
Binding for this estimate. You can quickly move in the list by typing the first letter of
the Product Code. You will also notice that the pick list returns a number code for the
description. This was done so that as you learn the codes for the various products you can
simply enter the number without having to use the Pick List.
When you have selected from the Pick List the following screen will
appear. We can now continue down the Input screen to enter the required information
to complete the estimate. The information required is the No.of Forms, Total Leaves Paper
Code and Shrink Wrap information. The following screens show the entry of this
information.
The Red block is highlighting the price to show how easily and quickly it
as calculated.
You're estimate is finished. We will give you the ability to look at all the details and
operations later in the demonstration. First lets look at the breakdown of the price
that was generated by the computer. The following screen shows you the price broken
down by Material, Labor, Dies and Outside Services. The software also provides you the
ability to markup these costs individually.
If you are happy with the selling price then you can fax a letter confirming the quote
directly to the customer. The following screen will display the letter format. You can
scan in your logo and also a diagram of the piece that you are quoting. This screen
represents the top portion of the letter.
The next screen represents the bottom portion of the letter. Notice that you have the
option to break out operations as separate line items. In this case the customer
wanted the Steel Rule Die broken out as a separate cost and the system allowed us to
quickly handle that request.
Your estimate is now complete! All Estimates can be saved and
recalled for re-quoting. At any point in the estimate you can drill down into the
details of each operation contained within the estimate. Within the details you have
the flexibility to fine tune an estimate by overriding speeds and make-ready times.
To view the details of this demonstration estimate select the details option below or at
the top left of this page.
