Quoting in detail
All the details for creating an quote or quote with DXF/DWG files in 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.
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 parts tab on the quote screen
In the quoting screen you have the following sections:
- 1.Quote name and customer/contact data.
- From here you can edit the quote number and select the relevant customer and contact for this quote you are working on. 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 status & actions.
- In this section of the quote screen you will see the status of the quote (or quote) you are working on and further options to export, calculate, or perform an action on this quote (or quote) depending on the quote status. These actions include things such as duplicating a quote, marking a quote as ordered & marking a quote as lost. The status can be any of the following; Not Calculated, Calculated, Lost, Ordered or Cancelled.
- 3.Page views within the quote screen.
- In this side menu of the quote screen you can control which page and details you are seeing within section 4 of the image above. This is again dependant on the status of the quote (or quote) on which screen details you can see, the screen details you can see differs between the parts you are working on, the calculations within the quote (or quote) or the quote itself.
- 4.Detail Screen
- This shows the detail screen relevant to the menu option you have selected from the side bar of the quote screen itself. Depending which menu you have selected you will see either details about the parts you are working on, the calculations within the quote (or quote) or the quote itself.
To upload your DXF/DWG files into the quote (or quote) you will need to do either of the following options:
- 1.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 Parts screen of your ToolBox quote (or quote).
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 on the left of the quote screen along with a status symbol, which will indicate whether there are any issues with the drawing that need fixing or whether the drawing is good for quoting.
A DXF/DWG file loaded into the ToolBox quote screen.
Once your files have loaded into ToolBox you may use the menus on the right hand side of the quote screen 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 "Properties" section of these menus.
Properties menu within the parts screen of ToolBox
Applying your material and quantity data to a part can be done individually or you may select multiple parts at a time in bulk. To do this, multi-select parts using the tick boxes in the parts list, then set the part information in the right hand menus. This will apply the changes to all selected parts.
Multiple parts being selected for material and quantity changes within the parts screen.
There are further options within the Properties menu 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 applying 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 remnant that would be produces from a fully nested sheet will not be charged for. 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.
Now that you have uploaded your parts and selected the relevant materials and quantities, we need to calculate the prices. Click the 'Calculate' button to run the calculations for time it takes to process each part, and for the pricing of the cutting, material and additional charges for the quote.
View the calculated data in the Calculator tab or Quote tab before sending this quote to your customer.
The Calculator tab from the side menu in the quote screen will give you the breakdown of the calculations for the quote. This includes the data for how ToolBox has come to the prices shown and detailed within the Quotes page.
Data shown within the Calculator tab in ToolBox
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 being 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 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 this part 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 quote tab will give you the breakdown of the prices for the parts and the totals of the quote.
Prices detailed within the Quotes page of the Quote screen
The data detailed within the Quote page 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 being 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 applied to this part.
- Secondary processes price: The calculated price for all secondary processes on this part.
- Process price: The charge being applied per part for the setup and processing of cutting this part.
- Material price: The price being charged per part for the material.
- Other charge details: This is an optional field to type in additional notes or charge descriptions for your customer to read.
- Other charge price: This is an optional field to increase or decrease the item price of the part. This is used for rounding prices, giving per-part discounts, and adding additional charges.
- Folding price: The calculated pricing for folding these parts, if applicable.
- Item price: The total price being charged per unit for this part.
- Line price: The total price being charged for the line item ('item price' x quantity).
The subtotals and totals at the bottom of the quote are:
- Process price: Total of the cutting charges being applied in the quote.
- Material price: Total of the material 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.
- Other charge price: Total of the "other 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.
Once the quote has been calculated, and you are ready to send a copy to your customer you can use any of the options included in the drop-down next to 'Open quote'. These options are described in detail below:
- Open quote: This will open a copy of your formatted quote in a new tab within your browser for you to check before exporting a copy from your browser.
- Copy link to quote: This feature will copy a web link to an online PDF of the quote for you to email direct to a customer to allow them to open and view the quote report online.
- Email customer: This feature will enable you to email direct to a customer to allow them to open and view the quote report online.
- Export to PDF: This will download the formatted quote as a PDF to your device.
Last modified 5d ago