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Creating Price Sheets

A price sheet is like a sales quote, but it does not have customer information. A price sheet can detail specific quantities of items and/or numbers of service hours for a certain price. Price sheets have no impact on inventory or the general ledger. Price sheets are like sales quote templates. You can save a price sheet and reuse it several times with different customers.

Getting to the TransactionGetting to the Transaction

From the Sales menu, select Sales Quotes to open the Sales Quotes window.

Click [New] to open the New Sales Quote window.

Check the Price Sheet checkbox to change the Sales Quote window to the New Price Sheet window.

Basic InformationBasic Information

Complete the following fields as appropriate:

Description: Required brief description of the price sheet, with any special comments.

Sales Rep: Name of the employee creating the price sheet.

Branch: Branch assigned to this price sheet. Only displayed when branching is enabled.

Number: Number assigned to this price sheet.

Note: The Number field automatically defaults to the next sequential number in the database.

Date: Date the price sheet is created.

Due by: Date by which a response to this price sheet is desired.

Req. by: Date by which the customer requires the items on the price sheet.

Expires: Date the offer on the price sheet expires.

Items TabItems Tab

Add an item to the price sheet by doing the following:

In the Item number field, use the lookup icon to select the item for the price sheet.

In the Quantity field, enter the quantity to be included on the price sheet for that item.

Click [QuickAdd] to add the item to the list.

To change information about an item, including the price, do the following:

Double-click on the item that requires modification to open the Edit Price Sheet Item window.

Complete the following fields as appropriate:

Description: Description of the selected item.

Quantity: Number of items to be added to the price sheet.

Price: The price for each item.

Note: Price sheets do not have customers specified, so pricing is set by using the default price for each item or by doubling your system cost.

Item discount: Discount on the item, if any.

Unit of measure: Item’s unit of measure.

Department name: Name associated with this item on the price sheet.

Tax as: Type of tax that should be levied against this item.

To add another item to the price sheet, repeat Steps 1 and 2.

Billing/Shipping TabBilling/Shipping Tab

Click the Billing/Shipping tab to bring it forward.

Complete the following fields as appropriate:

Terms: Payment and discount terms.

Terms discount: Percent discount granted under the chosen terms.

Discount date: Date by which payment must be received in order to receive the discount.

Order discount: Percentage discount on the entire price sheet.

Note: Enter item discounts on the individual items.

Ship method: Proposed ship method for the price sheet.

Freight: Any charges assessed due to the ship method.

Remarks TabRemarks Tab

Click the Remarks tab to bring it forward.

Enter any remarks or special comments for this price sheet. Remarks print in the Notes section of the printed price sheet.

Completing the TransactionCompleting the Transaction

To print the price sheet, check the Print price sheet checkbox.

Click [OK] to create the price sheet. If you selected Print price sheet, e-automate prints the price sheet on your default printer.