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Quantities

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Quantities are key to the quoting process, as they represent a key detail of your customers' orders and play a significant role in price calculations.

You can supply a base quantity and up to four quantity multipliers for each product line item. QuoteWerks calculates a total quantity, and uses this total to calculate the line item's extended price.

Setting the Quantity

Manually

You can set a line item's quantity manually in the Qty column under the Document Items tab of the Quote Workbook.

Add Item Assistant

You can also set the quantity when you add a product to the quote, if you're using the Add Item Assistant:

Quick Lookup Bar

You can also specify a quantity by typing a space (or comma) after the part number and then typing the quantity. For example you could type “DVC503,5” to add a quantity of 5 of the DVC503 part number to your quote.

 

Using the Quantity Multiplier Columns

Normally, you can calculate the extended price of a product by multiplying the product quantity by the unit price. In certain cases, it may be useful to have more than one quantity value involved in the extended price calculation.

Note:Quantity Multiplier X = QMX.

Example 1

Let's say you're going to quote the rental of five chairs for three days, at a per-day price of $12. QuoteWerks will multiply 5 x 3 x 12, for a total extended price of $180.

Quantity

Unit Price

QM1

Extended Price

5 chairs

$12 per day

3 days

$180.00

Example 2

Let’s say you're selling tiles per square foot. QuoteWerks can calculate the price based on the total area.

Quantity

Unit Price

QM1 (Length)

QM2 (Width)

Extended Price

1

$2.50 per square foot

75 feet

50 feet

$9,737.00

QuoteWerks calls these extra quantity values “Quantity Multipliers”, and there are four quantity-multiplier columns: QtyMultiplier1, QtyMultiplier2, QtyMultiplier3, and QtyMultiplier4. These quantity-multiplier columns allow the extended price calculation to become:

ExtendedPrice = BaseQuantity x QuantityMultiplier1 x QuantityMultiplier2 x QuantityMultiplier3 x QuantityMultiplier4 x UnitPrice

These quantity-multiplier columns are visible if you scroll through the columns to the right.

You'll also see a QtyTotal column next to the QtyMultiplier columns. The total quantity (QtyTotal) is calculated as :

QtyTotal = BaseQuantity x QuantityMultiplier1 x QuantityMultiplier2 x QuantityMultiplier3 x QuantityMultiplier4

Hide Quantity Attribute

If this attribute is set, the line item's quantity will not be printed on the quote layout or QuoteValet document. This is very useful if you have multiple options on a quote that have group header lines and don’t want to show the quantity for those header lines. This is also useful for users who provide options on a QuoteValet document and want to allow the customer to not pick any of the given options.

See Hide Quantity Attribute for more information.

Apply Quantity to Multiple Items

With one or more line items selected, you can select the Edit -> Apply Quantity menu to apply the specific quantity or a quantity to multiply to all the selected items. If you want to multiply all the selected line items quantities by a number, simply type in an asterisk symbol before the number like “*3” (without the quotation marks) on the Apply Quantity window  to multiple all the quantities by 3.

Allocate Inventory for this Order

When converting the quote to an order, you will have the option to “Allocate Inventory for this Order”. If you check this checkbox, QuoteWerks will reduce the inventory count of the item as listed in the native product source by the appropriate quantity for each item in the order. This option can be defaulted on the Installation tab of the Tools -> Options menu. For information on how to set the inventory count, see Availability.

Quantities and Grouped Bundles

When a grouped bundle is added to the quote, all the line items that are added will be logically grouped together. In addition, a grouped bundle can have its own quantity, along with the quantities of the items it contains.

Bundle Items

A grouped bundle will contain a set of individual product items. Each item will have a quantity specifying how many units of the item should be included with each unit of the bundle.

Example: A grouped bundle for a table would include an item for a table leg with a quantity of four, so that each table ordered will come with the four required table legs:

Bundle Quantities

When adding a grouped bundle to a quote, make sure to specify a quantity to indicate the number of units of the bundle to include:

See Bundles for more information.

Special Document Items Macro Fields

Note:These fields are not displayed on the Quote Workbook.

&QtyGroupMultiplier_Actual: This field contains the bundle quantity, and will always have a value even if the quantity is hidden.

&QtyGroupMemberTotal_Actual: This field contains the value of the bundle quantity multiplied by the item quantity.

 

See Cover Page, Literature, and Microsoft Word Template Document Macros for more information on macros.

Version 5.3 (Build 1)  - November 1st, 2017