Learning Path: Estimators

💡This path lists the topics for estimators. Follow the estimating models that your company uses.

New to BOS Enterprise? Start with Learning Path: Every User.

1. Items and Prices

Item Creation and Editing: Describes the item edit form, its buttons, header fields and tabs, from Image & Specs and Units to Costing & Pricing, Inventory and Dependencies.
Item Categories: Describes the Item Categories screen, where you create and edit categories and subcategories and set which item tabs must be completed.
Pricing Module: Describes the Pricing module's user and general settings, how fixed costs, prices and unit prices work and the Data Pipelines for Output Templates.
Online Library: Describes the QuickEasy online library of items, the server and licence settings it needs and how to import library records into your database.

Cost Centres: Describes how Cost Centres calculate production hourly rates, their user settings and best practices, and the list and edit view fields, costs and recovery.
Costings List View: Describes the Costings settings and the Transactions, Items, Summary and Board views of the Costings module.
Calculators: Describes the Quantity Out by Area calculator and the converters that split costs or material quantities into setup and unit values.

Estimate Types: Describes how to set up Estimate Types, with their list view, header fields, parameters, parameter types, stored procedures and a signage example.
Estimating Reference: Describes the estimating settings, the cost summary, how estimates update sell price transactions and the estimate actions and context menu.
General Estimate: Shows how to create a General Estimate from Materials and Services on a transaction, set its description and use its Data Pipelines.

Engineering Estimates: Describes how Engineering Estimates cost machined products such as shafts and gears from services and materials, with the override and outsourced options.
Flexo Tooling Estimates: Describes the Flexo Tooling Estimate Types for dies, cylinders and rollers, with their fields, BoM selection, overrides and quality checks.
Ringrollers Estimates: Shows how to quote on rolled steel rings such as train wheels with the Ringrollers Estimate Type, and lists the settings it needs.
Data Types Reference: Describes what Data Types are, the Data Editor, how Data Types link to Item Classes and Estimate Types, and the technical fields they share.

Quotations: Shows how to create a quotation, add general and custom items, add an estimate, create a version, send the output and manage quotations.
Output Data Pipelines: Lists the Data Pipelines that each module's Output Templates can use, from customers and transactions to accounting, inventory, production and Service Manager.