Quoting Column Presets

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Quoting Column Presets

The quoting grid can show a great many columns, and which ones matter depends on what you are looking at. Rather than ticking them one at a time, right-click the grid header and open Show/Hide Cols: the presets are listed at the top, above the individual columns, and choosing one sets the whole column set in a single click.

 

•Totals - what the line costs and what it sells for, and the subtotals those are made of.

•Process Breakdown - the processing columns first: machine time, the cost and sell of cutting, beveling, drilling, milling and marking, and the machine figures. The totals follow them.

•Material Breakdown - the material columns first: area, height, width, ship weight, whether material is charged, and material cost and sell both outright and per unit mass. The totals follow them.

•All Columns - everything the grid can show.

 

Every preset keeps the columns that say what the line is - quantity, name, revision, processing, material and notes - at the left, so a preset never leaves you unable to tell which part you are reading.

A new install opens the quote editor on Totals. An existing layout is left exactly as it was, so nothing moves until a preset is chosen. The presets are in both the quote editor and the posted quote editor.

 

What the totals are made of

A line's cost is the sum of four subtotals, and its sell price the same four:

Cost column

Sell column

Charges Cost

Charges

Mat Cost

Mat Sell

Process Cost

Process Sell

Mach Cost

Mach Sell

The Totals preset shows all four on each side, so the columns you can see add up to the Total Cost and Sell beside them. Process Cost is itself the sum of the cutting, beveling, drilling, milling and marking costs - choose Process Breakdown to see those.

Charges cover programming, piece handling, plate setup and any extra processing charges. Chg Mat is not money - it records whether material is charged on the line at all.

 

Order, and a note on the tick

A preset sets the order of the columns as well as which ones show, so a breakdown always leads with its own figures and the totals come after. Because of that, choosing a preset re-orders the grid: if you have dragged columns into an arrangement of your own, keep it with Save Columns as View in the same header menu first, because picking a preset will replace it.

The tick beside a preset is worked out from the grid rather than remembered. It appears whenever exactly that preset's columns are the ones on show, so a layout you built by hand can tick a preset you never chose, and the tick stays after you save a view of the same columns.