Line Items Page

How To: Customize Line Item Lists

Fast Accurate Bids is designed to build customer bids on a line item by line item basis. You enter the information for the line items on the Design and Pricing Page and then click Add to Line Items List to send the information to Line Items Page.

 

 The Line Items Page holds the bid data until you are ready to move it to the actual finished bid.  It shows the quantities, the areas on the items to be decorated, the pricing information, and item description.

The following abbreviations are used on the line items table to designate the decoration tasks:

 

·         Emb indicates embroidery.

 

·         Name indicates individual names.  For example, work uniforms with individual names.

 

·        Number indicates individual numbers. For example, athletic uniforms with individual names.

 

·         Name/Number indicates individual names and numbers.

 

·         Mixed indicates that more than one decoration technique has been chosen from the Design and Pricing Page.  For example, if you select both screen printing an embroidery for the same line item.

 

Additionally, when adding a line item for Other Decoration, the field label for the other decoration is carried forward to the Line Items Page.

 

At the top in the center of the Line Items page, Fast Accurate Bids automatically displays the customer information that you enter in the first line of the Prepared for box on the Design and Pricing Page.  If you have not provided this information, then the top of the Line Items Page is blank.

Sending the line items table to Microsoft Word

Once the Line Items Page looks the way you want it to appear for the customer, finish the bid by sending the line items table for inclusion in the finished bid for the customer.

 

Things to note

• There are radio buttons at the lower left of the Line Items Page for adding a row to the line items list to show totals for the columns.

 

• When creating bids that itemize the charges, for example separate line items for screens, printing, shirts, etc., choose Show Itemized Totals to give your customer a total price each for items.

 

• When creating bids that are for an assortment of items printed with the same image, choose Show Mixed Item Totals since showing a total price each for items for these types of bids does not make sense.

 

• Clicking the Add Project Adjustment button opens a dialog box for adding an additional line item on the line items table. A project adjustment can be a specific amount or a percentage.  This feature is intended to provide a means to add an adjustment to the entire bid as opposed to a single line item on the bid. For example, this field could be used to add a line for charging for a rush job.  For information on using this feature, see the section in this manual called Adding a project adjustment.

 

• Clicking the Add Direct Item button opens a dialog box for adding an additional line item directly to the line items table. This feature is intended to provide a means to add separately itemized charges to the bid such as charges for screens, setup charges, and the like. For more information about direct line item charges, see Adding Direct Line Items.

 

• When you add an item using the Add Direct Item feature, the amount is exactly what you enter in the dialog box.  Alternately, for line items that you add using the Design and Pricing Page, the amount of the item will be increased by the item overhead, checkin/layout, item markup, administrative overhead, and commission as specified on the associated pricing profile.

 

• If you want to remove a line item, right-click in the line, select Delete Row from the menu that appears, and click Yes, to the prompt to delete the row.

 

• If you want to hide a column on the line item table, right-click in the header for the column and select Hide This Column.  This feature can be useful for making the line item list on the finished bid larger and easier to understand.

 

• To redisplay hidden columns, right-click in the header, and select Show All Columns.

 

• The right-click menu also provides choices for setting the column widths to fit the data and setting the column widths back to the default.  Making the column widths smaller on the line items page will reduce the overall width of the line items table on the finished bid so that you can resize it to make it larger on the finished bid.

 

• One of the best ways to minimize the width of the line items list is to right-click and remove the columns that are not used for bid information.  For example, if the job does not call for collecting sales tax on the job, the columns for Price w Tax and Total w Tax can be removed.

 

• To change a line item, click on it to bring it into the Design and Pricing Page, make the changes you want, send the changed version of line item to the Line Items Page, and delete the original version.

 

• If the Send bid to Word button is dimmed out, it means Fast Accurate Bids could not find a copy of Microsoft Word 2007 or later on your computer.  If this is the case, you can use the Send Bid to Clipboard button on the Line Items Page to copy the line items table into any document that you can use the Windows Paste function.

 

• When you want to start another bid, click the Clear List button on the Line Items Page.

 

• If you use Microsoft Office 365, Word must be open on your computer for Fast Accurate Bids to successfully create the finished bid.