About the Estimate Dialog Products Tab

Prev Next

Use the Products tab to enter counts of Products to be included in the Quantify column.  Manually enter Rent rates, or copy rent rates from a Rate Profile using the Change menu option. The total rent amount is shown in the status bar at the bottom of the Products tab.

CategoryUse this dropdown to filter the list of Products in this tab by Product Category. Product Categories are managed in the Product Catalog. 
FilterUse this text field to filter the list of Products in this tab by specific characters or words.

Filter Options ()

Use this button to configure how Quantify will filter the information in this tab, based on the characters you enter. When you click this button, the Filter Options dialog appears. Use it to configure filter options. 

Showing

Use this dropdown to filter the list of Products in this tab so that the tab displays either all the parts available in the Branch Office assigned in the Summary tab, or by only the parts assigned to the current Estimate. 

Prorate Calculator ()

Use this dropdown to prorate items in the Estimate by weight and quantity or by list and quantity. Proration uses rent quantities and list price proportionally to calculate rent rates that will equal a fixed amount. Depending on what you select, the Prorate by Quantity or the Prorate by List Price dialog appears. Use them to configure how Quantify will prorate the selected product.

 

Import

Use this button to import products into the Estimate. You must have a tab-separated file that contains part numbers and quantities. When you click this button, the Import Quantities dialog appears. Use it to import the necessary products into Quantify. 

Change Selected Items ()

Use this dropdown to change selected pre-configured features for a selected product: Rent Calculator, Sell Calculator, Factor. You can also copy a Rate Profile into the selected product. 
Calculators

Use this button to view and manage the list of Price Calculators. To learn more about Price Calculators, refer to Working with Product Price Calculators. When you click this button, the Price Calculators dialog appears. Use it to configure the appropriate Price Calculator for the selected product. 

Factors

Use this button to view and manage the list of Factor Multipliers. To learn more about Factor Multipliers, refer to Working with Quantity Factor Multipliers. When you click this button, the Quantify Factor Multipliers dialog appears.  Use it to configure the appropriate Factor Multiplier for the selected product. 

Main Grid
Part NumberThis column displays the part numbers of all parts displayed in the Products tab of the Estimate dialog. 
DescriptionThis column displays descriptions of each part displayed in the Products tab of the Estimate dialog. 
WeightThis column displays the weight of each part displayed in the Products tab of the Estimate dialog.
AvailableThis column displays the number pieces available of each part displayed in the Products tab of the Estimate dialog.
QuantityThis column displays the quantity being shipped of each part displayed in the Products tab of the Estimate dialog.
RentThis column displays the rental price of each part displayed in the Products tab of the Estimate dialog.
ListThis column displays the list (sale) price of each part displayed in the Products tab of the Estimate dialog.
Rent CalculatorThis column displays which Rent Calculator has been assigned to each part displayed in the Products tab of the Estimate dialog.
Factor ValueThis column displays which Factor Value has been assigned to each part displayed in the Products tab of the Estimate dialog.
Factor MultiplierThis column displays which Factor Multiplier has been assigned to each part displayed in the Products tab of the Estimate dialog.
LengthThis column displays the length of each part displayed in the Products tab of the Estimate dialog.
WidthThis column displays the width of each part displayed in the Products tab of the Estimate dialog.
HeightThis column displays the height of each part displayed in the Products tab of the Estimate dialog.
CommentThis column allows you to provide a comment, which can be used to add additional information about the part.