Pricing Models
A pricing model is a saved calculation for one type of work, such as material cost, machining, layup, finishing, inspection or assembly, set up with your own rates. Attach pricing models to quote line items and blueprint line items so prices are calculated the same way every time. Some models work out the line item quantity for you, for example: machining, layup, finishing, inspection, or assembly model estimates how long the work takes based on the CAD and writes that time onto the line item as hours. A material model works out how much material is needed, for example in cubic metres or square metres, and uses that as the quantity. Models that only set a rate leave the quantity for you to enter.
How do I create or edit a pricing model?
- Open Pricing Models and choose New Pricing Model, or choose Edit (the pencil icon) on an existing model.
- Enter a Name and, if useful, a Description.
- Choose the Function Key. It sets the calculation the model runs and which parameters it needs, and can't be changed once the model is saved.
- Fill in the Parameters, such as your hourly rate or time per square metre, and click Save.
In the list, models are grouped by function, and the Unit Cost and Quantity tags show what each model works out for an item.
See also: How do I create or edit a blueprint?; Why can't I type a unit cost or quantity on a line item?
How do I archive or restore a pricing model?
To archive a model, choose Archive on it and confirm. It is marked Inactive and is no longer offered for new items.
To see archived models, tick Include Inactive Pricing Models.
To use a model again, choose Unarchive and confirm. It is marked Active again.