Quoting in detail

All the details for creating an quote or quote with DXF/DWG files in ToolBox.

Creating a quote within ToolBox

To create a quote (or quote) within ToolBox select "+ Create Quote" from the dashboard, which can be accessed by selecting the ToolBox logo at the top left of any screen you are in within the ToolBox app.

The ToolBox dashboard

This will open the quote screen within ToolBox, so you can start processing and calculating your parts.

Using the quote screen features

After creating a new quote (or quote), the default view is the "parts" tab. This is where we can start working on our quote.

To help you understand the quoting screen more please see below:

The main quote screen

In the quoting screen you have the following sections:

1. Customer/contact data.

   • A customer and contact can be selected from the list of existing data or you may add a new customer or contact from this screen.

2. Quote number

   • From here you can edit the quote number and select the relevant customer and contact for this quote you are working on.

   • RFQ number: Request for quote number.

3. Quote expiry date.

   • Enter a date on which the quote will expire.

4. Shipping option and required by date.

   • Select from pickup or delivery. Enter a date on which the customer requires the order to be delivered.

5. Adding a part

   • Select how the part is to be added to the quote. Note, a customer (step 1) must be selected in order to retrieve a part from the 'Part Library'.

6. The part will appear in this position once uploaded.

Uploading your DXF/DWG files

To upload your DXF/DWG files into the quote (or quote) you will need to do either of the following options:

1. Click the button then select "Add 2D Parts" and then locate your files for uploading using the standard file upload option; or
2. Drag and drop the files directly from another window, folder or email you have into the upload screen of your ToolBox quote.

3. Click the button to add the files to the quote. If more parts are required, continue to drag them into this screen before uploading them.

A DXF/DWG file loaded into the ToolBox upload files screen.

Once you have uploaded the required files into ToolBox the drawing geometry will now appear in the ToolBox quote screen. You will also see the list of drawings loaded along with a status symbol, which will indicate whether there are any issues with the drawing that needs fixing or whether the drawing is good for quoting.

The main section of the quote page, after part has been loaded but not yet calculated.

The summary section of the quote page, after part has been loaded but not yet calculated.

Calculating a quote

ToolBox will automatically update and calculate a quote when material and thickness is added or when the quantity is changed in any of the parts.

Assigning material and quantity data to your parts

Once your files have loaded into ToolBox you may use the menus to specify the material and quantity data for the parts. The material and quantity data can be selected and specified for each part under the "Setting" section.

Setting section within the parts screen of ToolBox

Applying your material and quantity data to a part can be done individually (as above) or you may select multiple parts at a time in bulk. To do this, use the collapse icon:

Collapse icon

Use 'Select All' to select all parts in the quote or place a tick on each of the parts.

1. Use 'Select All' to select all parts in the quote or tick each of the required parts.

2. Click the 'Edit' icon.

3. Select the cutting technology, material, thickness and then sheet size. If the selected parts have the same quantity then enter the required number.

4. Update and calculate the quote.

Assigning the material, thickness and quantity

The quote calculates and updates:

The calculated quote

There are further options within the part container which can be used within ToolBox, these are as follows:

• Units switch

  • Set the system of measurement that should be used when interpreting this part.

  • If the part's dimensions should be in millimetres, set the units to millimetres.

  • If the part's dimensions should be in inches, set the units to millimetres.

• Customer supplied

  • This option allows you to change whether this part is being quoted from your own material supply/stock or whether the customer you are preparing this quote for is supplying the material to you. This will alter how the material price for the part is calculated and whether a handling charge for the customer material needs to be applied to the part.

• Consumption mode

  • This switch allows you to change how much material will be charged for when quoting this part.

  • If set to Whole Sheet, the full sheet area is divided by the number of parts that will fit on the sheet to determine how much to charge for.

  • If set to Nest Bounds, any strips of the remnant that would be produced from a fully nested sheet will not be charged. The nest area of a fully nested sheet is divided by the number of parts that will fit on the sheet to determine how much to charge for.

• Details

  • Click this icon to view a detailed summary of the part pricing

The data detailed within the Calculator tab is as follows:

• Status: The status of the drawing and whether there are any potential issues with the drawing for you to check, this would also be stated in the Parts screen too.

• Thumbnail: Image of the part/file you are quoting.

• Name: The part's name.

• Bounds: The overall bounding size of the part being quoted.

• Quantity: Quantity you are calculating the price for.

• Units: That part's dimension units: inches or millimetres.

• Cutting technology: The cutting technology is used to calculate the cutting times.

• Material: The material this part is being quoted for.

• Sheet size: The dimensions of the sheet you have selected to calculate this part on.

• Consumption mode: Which consumption mode is being used for charging the material.

• Secondary processes: All secondary processes are applied to this part.

• Folding time: Time for folding these parts (if folding has been applied to this part).

• Secondary processes time: Time for processing any additional operations, if they are time-based operations. It does not include setup time, if applicable.

• Time per part: Cutting time for each individual part based on the rate table and cutting data in your ToolBox settings. It does not include setup time.

• Parts per sheet: How many of these parts we have calculated can fit on the selected sheet, given the sheet's size. This is used in the material price calculations.

Note: We do not display the cutting path length anywhere at this time.

The data detailed within the part container is as follows:

• Issue status: The status of the drawing and whether there are any potential issues with the drawing for you to check.

• Name: The part's name.

• Thumbnail: Image of the part/file you are quoting.

• Drawing Doctor: The feature to fix specific issues.

• Dimensions: The part dimensions and unit of measure.

• Unit of measure: Millimetres or Inches.

• Part Notes: Customer, Vendor or Private notes.

• Quantity: Quantity you are calculating the price for.

• Cutting technology: The cutting technology being used to calculate the cutting times.

• Material: The material this part is being quoted for.

• Thickness: The thickness of the material.

• Sheet size: The dimensions of the sheet you have selected to calculate this part on.

• Consumption mode: Which consumption mode is being used for charging the material.

• Customer supplied material: Slide the toggle to mark as supplied by the customer.

• Folding Source: Manual entry or Drawing which automatically reads the folds on the folding layer.

• Secondary processes: Add a secondary process or view all secondary processes applied to this part.

• Material price: The price being charged per part for the material.

• Cutting price: The charge being applied per part for the setup and processing of cutting this part.

• Folding price: The price being charged for folding the part.

• Secondary processes price: The price being charged for secondary processes.

• Adjust price: Adjust the part price by % or $.

• Subtotal: The subtotal of the part price

• Unit price: The total price being charged for the line item ('item price' x quantity).

• Line price: The total price being charged per unit for this part.

The price totals and totals at the bottom right hand side of the quote are:

• Material price: Total of the material charges being applied in the quote.

• Cutting price: Total of the cutting charges being applied in the quote.

• Folding price: Total of the folding charges being applied in the quote.

• Secondary processes price: Total of the secondary processes charges being applied in the quote.

• Subtotal: Total of the overall cost of the job excluding any tax charges.

• Tax rate: Tax rate being applied on top of the subtotal.

• Tax: Amount of tax being applied onto the quote.

• Total: Total for the quote including tax.

Reviewing your quote

Once the quote has been calculated, we advise reviewing it before sending to the customer or marking it as ordered.

Click thebutton on the top right-hand side of the page, and the screen updates with the quote review information.

Click the button to return to the quote to edit it.

Actions

The action options

• Email quote: This feature will enable you to email directly to a customer to allow them to open and view the quote report online.

• Mark as issued: This will open a copy of your formatted quote in a new tab within your browser for you to check before.

• Copy link to quote: This feature will copy a web link to an online PDF of the quote for you to email directly to a customer to allow them to open and view the quote report online.

• Send to part library: This will send all parts in the quote to the part library of the customer selected.

• Duplicate quote: This will make a duplicate of your quote.