Using the Service Options Tab
You use the Service Options tab to determine and view a summary of service costs for the equipment on a sales quote. Your administrator identifies service settings in Digital Quote Manager Admin that you use to calculate service costs. If your administrator has enabled the ability to do so, you may also manually enter service information.
The Service Options tab includes three main regions:
A blue region for viewing/entering service cost information, which you can also use to:
Determine what fees are added to the Service Summary
Refresh the values in the Service Summary
Add the Service Costs to the Proposed Costs in the Financial Summary region
A Service Summary region displaying the system-calculated service costs
A Configured items on service table that you can use to select the equipment for which to include service costs in the blue region and the Service Summary region. This table includes the following information:
Equipment Rows:
Selected: A checkbox indicating if the row's values are included in the service costs when using the admin configuration settings.
Item: Description of the equipment.
CItem: Configured item number assigned to the configuration at the time admin created the configuration. This reference number helps you identify the configuration when you are working on the different tabs.
Qty: The count (quantity) of the item you have added to the sales quote.
Amount: The price of the configured item alone. Does not include the price of items required under the configuration.
Use the following topics to help you use the Service Options tab:
Using Service Settings Defined by Your AdminUsing Service Settings Defined by Your Admin
To user the service cost configuration settings defined by your admin, do the following:
Click the Service Options tab to bring it forward.
Verify the Use current configuration service settings checkbox is checked. Check this box if it is not checked.
Do one of the following:
If you want to use service settings defined by your admin for all equipment on the sales quote, check the Select all checkbox.
If you want to use service settings defined by your admin for specific equipment, check the box to the left of each row you want to include.
In the Base Cost field, enter the base cost for service.
In the Connect Fee field, enter the service cost of connecting this equipment.
If you want to add the Connect Fee to the Total Service cost in the Service Summary region, check the Add Connect Fee checkbox.
In the Install Fee field, enter the service cost of installing this equipment.
If you want to add the Install Fee to the Total Service cost in the Service Summary region, check the Add Install Fee checkbox.
You can change the portion of the Lease Payment amount that the system allocates to the black-and-white cost per page and the color cost per page. If you change the allocation percentage, the system adjusts the CPP and Allocation values accordingly but does not change the Total Service Cost and Total Allocation amounts. To change the allocation percentages, do the following:
In the Alloc. % column in the B\W row, enter the percentage of the Lease Payment cost that you want to factor in to the black and white cost per page.
In the Alloc. % column in the Color row, enter the percentage of the Lease Payment cost that you want to factor in to the color cost per page.
If desired, you may modify the volume and/or rate associated with a meter category for any row listed in the Configured items on service region by doing the following:
Locate the row for which you want to modify the volume and/or rate information.
Verify the checkbox in the Selected column to the left of the row is checked to include this row's values in the service costs.
Click the [+] to the left of the row to show the meter category row(s) for the equipment.
In the Volume column of each meter category you want to modify, enter the desired volume.
In the Rate column of each meter category you want to modify, enter the desired rate.
Click the [Refresh Service] button to have the system update the values in the Service Summary region and—if applicable—in the Proposed Costs section of the Financial Summary region.
If you want to add this information to the payment, check the Add to payment checkbox.
Manually Entering Service SettingsManually Entering Service Settings
If you have the ability to override the admin settings and want to manually enter service information, do the following:
Click the Service Options tab to bring it forward.
Do one of the following:
If you want to clear all values in the blue region and start from scratch, clear all the checkbox selections in the Configured items on service region by doing the following:
Check the Use current configuration service settings box.
Check the Select all box.
Uncheck the Select all box.
Uncheck the Use current configuration service settings box.
If you want to base your manual entries on a combination of the admin settings, select the appropriate boxes in the Configured items on service region by doing the following:
Check the Use current configuration service settings box.
Check the box to the left of each row for which you want to include admin configuration values in the fields in the blue region.
Uncheck the Use current configuration service settings box.
In the field under the Volume column, in the B\W row, enter the amount of black and white copies you want to allow. You can use the drop-down menu to calculate the amount or click in the field and enter the amount.
In the field under the Volume column, in the Color row, enter the amount of color copies you want to allow. You can use the drop-down menu to calculate the amount or click in the field and enter the amount.
In the field under the Rate column, in the B\W row, use the drop-down calculator to determine the price you want to charge per copy for the specified volume of black and white copies. You must have the appropriate rights to change the service rate.
In the field under the Rate column, in the Color row, use the drop-down calculator to determine the price you want to charge per copy for the specified volume of black and white copies. You must have the appropriate rights to change the service rate.
In the field under the Overage column, in the B\W row, use the drop-down menu to determine the price you want to charge for copies made over the specified volume of black and white copies. You must have the appropriate rights to change the overage rate.
In the field under the Overage column, in the Color row, use the drop-down menu to determine the price you want to charge for copies made over the specified volume of black and white copies. You must have the appropriate rights to change the overage rate.
In the Alloc. % column in the B\W row, enter the percentage of the Lease Payment cost that you want to factor in to the black and white cost per page.
In the Alloc. % column in the Color row, enter the percentage of the Lease Payment cost that you want to factor in to the color cost per page.
In the Base Cost field, enter the base cost for service.
In the Connect Fee field, enter the service cost of connecting this equipment.
If you want to add the Connect Fee to the Total Service cost in the Service Summary region, check the Add Connect Fee checkbox.
In the Install Fee field, enter the service cost of installing this equipment.
If you want to add the Install Fee to the Total Service cost in the Service Summary region, check the Add Install Fee checkbox.
Click [Refresh Service] to have the system update the values in the Service Summary region and—if applicable—in the Proposed Costs section of the Financial Summary region.
If you want to add this information to the payment, check the Add to payment checkbox.
Understanding the Service Summary RegionUnderstanding the Service Summary Region
The system calculates the values in the Service Summary region based on the data listed in the blue region on this tab. If you make any adjustments to the data in the blue region and then click the [Refresh Service] button, the system recalculates these values and—if applicable—updates the values in the Financial Summary region accordingly. The system calculates the values in the Service Summary region as follows:
B\W Service Cost = B\W Volume * B\W Rate
B\W Cost Per Page = B\W Allocation / B\W Volume
B\W Allocation = (B\W Volume * B\W Rate) + (B\W Alloc % * Lease Payment)
Color Service Cost = Color Volume * Color Rate
Color Cost Per Page = Color Allocation / Color Volume
Color Allocation = (Color Volume * Color Rate) + (Color Alloc % * Lease Payment)
Base Service Cost = Value entered in the Base Cost field
Base Allocation = Value entered in the Base Cost field
Total Service Cost = B\W Service Cost + Color Service Cost + Base Cost + Connect Fee* + Install Fee**
* The Connect Fee is only added to the Total Service Cost if the Add Connect Fee box is checked.
** The Install Fee is only added to the Total Service Cost if the Add Install Fee box is checked.
Overall Allocation = B\W Allocation + Color Allocation + Base Allocation
Printing, Emailing, and Exporting a List of Items on ServicePrinting, Emailing, and Exporting a List of Items on Service
From the Service Options tab, you can print a list of all equipment on this proposal that require service. To print this list, do the following:
Click the Service Options tab to bring it forward.
Click [Print Items on Service] to open the Preview window.
Navigate the printing controls to print, email or export the list of equipment on service. See the Printing, E-mailing, and Exporting topic.
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