ToolBox
Log inPricingSubmit a tickettempustools.com
  • Getting Started
    • Registering for an account
    • Using our guided walkthrough
    • Creating a simple quote
    • Personalising your organisation settings
    • FAQs
  • Quoting
    • Quoting in detail
    • Adding parts
      • Adding 2D parts
      • Adding 3D parts
      • Adding rotary parts to a quote
      • Adding a Quick Part
      • Adding parts from a PDF
      • Adding parts from Part Library
      • Adding miscellaneous items
    • Alerts and notifications
    • The original CAD view
    • Cleaning drawing files
      • Drawing Doctor® commands
      • Dealing with multi-part files
      • Dealing with parts within parts
      • Removing unwanted paths like title blocks
      • Quickly removing open inners
      • Identifying open end points
      • Changing line types with layers
      • Changing line types of individual paths
      • Resized scaled drawings
    • Assigning materials to parts
      • Customer-supplied materials
      • Material consumption mode
    • Assigning folding to parts
    • Assigning custom secondary processes to parts
    • Calculating a quote
    • Adjusting quote prices
      • Price adjustment function
      • Part price adjustment
    • Emailing customers
    • PDF documents
      • Accounting documents
      • Production documents
      • Print settings
    • Downloading drawings and CSV
    • Taking payment for orders
  • SHIPPING
    • Shipping options and delivery pricing
    • Setting up ToolBox's smart shipping calculator
    • Delivery price calculation
  • Materials
    • Creating a new material
    • Adding and editing sheets
    • Nesting settings
  • Cutting Processes
    • Cutting technologies and rate tables
    • Adding a cutting technology and linking it to rates and materials
    • Adding & editing cutting technologies
    • Adding & editing rate tables
    • Fine feed rates and small hole limits
    • Tube cutting
      • Creating your Rotary process
      • Adding & editing rate tables for Rotary
      • Creating a new material for Rotary
      • Adding and editing material
      • What Rotary parts will ToolBox work with?
  • Secondary Processes
    • How folding works in ToolBox
    • Managing folding settings
    • Creating custom secondary processes
    • Secondary process types
      • Quantity-based secondary processes
      • Area-based secondary processes
      • Weight-based secondary processes
    • Example secondary processes
      • How to price powder coating
      • How to price drilling, tapping & countersinking
      • How to price welding
      • How to price galvanising
      • How to price delivery
  • Customer Central
    • Customer Central overview
    • Adding a new customer
    • Editing customer details
    • Customer Central tabs
      • Summary
      • Contacts
      • Quote History
      • Pricing
      • Part Library
  • Web Store
    • Web Store: 24/7 online sales
    • Setting up your Web Store
      • Controlling access to your Store
      • Branding
      • Shipping options
    • Hosting your Store online
      • Host your Store on a website
    • How customers use the Store
      • Quoting in the Web Store
      • Quote screen additional features
      • Placing an order in the Web Store
      • Checking out your order in Web Store
    • Accept payments through Web Store
  • Integrations
    • Xero integration
    • QuickBooks integration
    • Google Drive integration
  • SUBSCRIPTIONS & FEATURES
    • Adding additional users
    • Improvement to the allocation of setup time across common materials
    • Unsubscribing from ToolBox
    • Release notes
Powered by GitBook
On this page
  1. Secondary Processes

Creating custom secondary processes

How to create custom secondary processes in ToolBox

PreviousManaging folding settingsNextSecondary process types

Last updated 2 years ago

Creating a new secondary process

To create a new custom secondary process within ToolBox you will need to access the menu and then select Processes.

From here you can view the existing SAMPLE custom secondary processes created with your ToolBox account at the bottom of the screen

From this screen you may create a new custom secondary process by selecting the Add secondary process button from the top right of you processes screen.

Once selected this will open a side window for you to complete and create your new custom secondary process.

The options for creating your custom secondary process are as follows:

  • Name: The name of the secondary process for ToolBox users and within customer quotes

  • Hourly Rate: The hourly rate to use for charging time against in secondary processes

  • Setup Time: The time required to setup the secondary process

  • Setup Mode: How to spread the charge of setting up the secondary process across the project/quote, this can be set to either;

    • Per Process: Setup is charged once for the processes required in the entire quote. Setup is spread across the number of parts where the secondary

      process is required.

    • Per Line: Setup is charged for each line item that requires the secondary

      process. Setup is spread across the number of parts in the line.

  • Measure Type: The multiplying variable from the part used to calculate secondary process time and cost., this can be set to either of the following;

    • Quantity: Requires a user input with an integer quantity for each part that

      requires this process as the multiplying variable

    • Area: The surface area of one side of the part is used as the multiplying

      variable.

    • Weight: The weight of the part (based on material density) is used as the

      multiplying variable.

  • Price per Measure: Price for each unit of the measure type.

  • Time per Part: Fixed time required to handle each part where the secondary process is applied

  • Time per Measure: Time for each unit of the measure type.

  • Customer Visible: Whether this secondary process is visible to the customer on the quote.

If 'Customer Visible' is turned off, the description will not show up on any document that is visible to the customer. Instead, the cost will be included in the unit and line totals.

Once you have completed the data for your custom secondary process select Add to save this into your ToolBox account to be used in quotes.

This new custom secondary process will now appear in your list of custom secondary processes in your processes screen.

Custom secondary processes in ToolBox
Processes top bar in ToolBox showing add secondary processes button
Add secondary processes menu
Completed data for a custom secondary process
Custom secondary process created in processes list