Types of Bids and Customized Looks
Fast Accurate Bids lets you create any type of bid that you want. You have control over setting up the line items in the way that you feel best communicates your pricing to your customers and you can edit the Word file that provides the explanation of the bid to provide whatever additional information that you want.
A bid is made up of:
The Pricing Profile settings combine these elements into a finished Line Item price. Change any of these elements and the bid will change, giving you complete control over your bids.
Types of bids Fast Accurate Bids can create...
The most common type of bids. Each line is for the complete job, the buyer only picks one line from the list.
The customer is going to order a certain number of items, 24 shirts, or 36 shirts, or 48 shirts, and these might have printing on the front and/or printing on the back. The total cost of the project most of the time determines what number of items and what decorations goes on the job.
Standard Bids have an assortment of choices so the customer can choose one.
For example, a standard bid might offer a choice of quantities (24, 36, 48), or a choice of garments (for example, good, better, best) to allow the customer to select the one that is the best match for he wants. Standard bids show the price per item and don’t provide a totals row since the underlying assumption is that the customer will only select one of the options offered by the bid.
The final order from the client, will be to pick just one of the lines, in this line item list.
There is a range of totals for the client to see and based on the client's needs and budget, they will pick on.
Itemized Bids - shows the pricing for each of the components of an apparel decoration job as opposed to standard bids and mixed item bids which show inclusive pricing. For example, an itemized bid for embroidery might show the price for the undecorated garment, the digitizing, and the embroidery. Itemized bids often show both a total price per item and total price for the job.
This bid has 100 black shirts printed 3 colors on the front and 2 colors on the back. The 1st line is the shirt without any decorations, 2nd line is for printing only on the front, 3rd line is for the 3 front screens, 4th line is for the 2 color print on the back and the 5th line is for the 2 back screens. The price for each item and the total for the project is on the last line.
Mixed Item Bids
Mixed item bids have a total number of items, and there are different items and/or different decorations.
Mixed Item Bid – is a bid that presents an assortment of items that will receive the same decoration. For example, a mixed item bid might offer the pricing for placing the same image on 100 T-Shirts, 25 sweatshirts, and 25 hoodies. Mixed item bids show the price per item and can optionally have a totals row as well to show the total number of items and the total price for the job.
Embroidery Bids, every cost itemized out.
The Line Items Page bid layout can easily be changed to meet your client's needs.
Move rows up and down, hide columns, move columns, add descriptions, and many more features.
Same Bid, with some columns hidden and the order of columns changed to make easier to read.
To customize the Line Item Page, right click on the column you want to hide
Creating the finished bid
Fast Accurate Bids lets you finish your customer bids by using either Microsoft Word or copying the line items information to the Windows clipboard and using Outlook (or whatever other means you prefer) for communicating with your customers.
The information that follows describes how to use each of these methods.
Using Microsoft Word
When you click Send Bid to Word, the word file opens with your boilerplate information for bids and automatically includes the date, customer name and address, and the line items table.
From this point forward, the file behaves just as any other file created in Word. There are no Fast Accurate Bids controls manipulating it. You can edit the text and save the finished bid to any location on your system that you choose. Depending on the capabilities of your Word software, you can save the file as a Word file or PDF to send to the customer, print it, or copy the text and paste it into an email.
Using Send Bid to Clipboard
You can copy the line items table to the Windows clipboard by clicking the Send Bid to Clipboard button. The Fast Accurate Bids software provides a message box to let you know that the line items table has been copied to the clipboard.
The ability to copy the line items table to the Windows clipboard can be useful for incorporating the bid information into an email.
The ability to copy and paste a line items table can also be used in combination with the Fast Accurate Bids Word file. For example, suppose you have a bid for a little league team that is for 20 embroidered hats, 20 screen printed team member T-shirts, and 100 screen printed T-shirts to sell to the fans and supporters. Instead of putting all the line items on a single table, you can set up a bid that looks like the one that follows by sending the first line item to the Word file and then copying the next two line items to the clipboard and pasting them into Word and adding the additional text by editing the Word file.
Using Send Bid to Microsoft Excel
The Send Bid to Excel Button on the Line Items Page lets you save the line items list as a Microsoft Excel spreadsheet.
The information you enter in the Prepared For field on the Design and Pricing Page is used to automatically create a title for the spreadsheet.
This feature can be useful for doing such things as copying line item information for pasting into QuickBooks for creating customer invoices, creating lookup tables to use as a price lists, and anything else you want to use it for.
Saving and restoring bids
When using Fast Accurate Bids, it’s important to understand the difference between finished bids and bid files.
Finished bids are produced when you click Send Bid to Word or Send Bid to Clipboard to finish a bid. This is the information that you send to your customer whether it’s via a Word file, email, or whatever other means you use to provide information to your customer.
Bid files are produced when you click Save Bid to save the current bid information to your Windows file system. Bid files always end with the file extension .bid.
Saving bid files
The Save Bid button on the Line Items Page lets you save your bids at any time. To retrieve your saved bids, there is an Open Bid button on both the Line Items Page and the Design and Pricing Page.
When you use the save bid feature for the first time, Fast Accurate Bids provides the default location My Documents/Fast Accurate Bids/Bid File. (The My Documents directory is the same directory as Library | Documents, whichever computer file path you are accustomed to using will bring you to the same files.)
This is the intended location for your bids, but you can actually save your bids anywhere in your Windows file system that you choose.
Opening saved bids
Fast Accurate Bids provides an Open Bid button on both the Design and Pricing Page and the Line Items Page. When you click this button, the Open Saved Bid dialog box appears showing the location that you used the last time you saved a bid.
You can share bid files with other Fast Accurate Bids users the same way that you share other types of files. For example, if you work in a company that uses a networked environment, just browse to the computer with the bid file you want to see and open it.