Automating Your Quoting Process - July Masterclass
Steelhead's quoting module streamlines job pricing with custom inputs, historical data, and automated calculations, ensuring accurate quotes and seamless transitions to production.
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Masterclass
Automating Your Quoting Process - July Masterclass
Identity & metadata
Video title
Automating Your Quoting Process - July Masterclass
Date published
July 31, 2024
Duration
27:32
Video type
Masterclass / Webinar
Audience
Sales; quoting and estimating teams; admin
Video summary
In one sentence
This masterclass walks end-to-end through Steelhead's Quoting module — creating a quote, pricing a part
with custom inputs and price builders pulled straight from live inventory costs, moving a quote
through draft, pricing approval, and active stages, emailing the priced PDF to the customer, receiving
parts against a won quote, and quoting later at invoicing or re-quoting a job when
costs change.
with custom inputs and price builders pulled straight from live inventory costs, moving a quote
through draft, pricing approval, and active stages, emailing the priced PDF to the customer, receiving
parts against a won quote, and quoting later at invoicing or re-quoting a job when
costs change.
What this video covers
Steelhead's Leander Daavettila, Deployment Leader, opens on the plan: create a quote, cover quoting functionality,
receive a job from a quote, quote later at invoicing, and touch on part number
pricing options.
He creates a new quote for a customer, showing quote stages (draft, pricing approval, active),
naming conventions, assigning a quote to a teammate, auto-filled billing/shipping addresses and quoting contact, the
valid-until and follow-up dates, and the choice between a total price quote and a unit
price quote.
He adds a part to the quote, creating a brand-new part number with an internal
description, a customer-facing description for portal visibility, an uploaded display image, a default process and
treatment, custom inputs (like weight and square footage per part), and a linked spec.
He then prices the part: entering a setup charge and markup percentage, and using process-driven
"price builders" (powder labor, inspect and pack labor) that calculate cost from time and rate
inputs. He shows the material cost pulling live from the powder inventory item's last batch
price, and how switching the treatment color changes the price automatically. He sets quantity and
parts-per-rack, adds a shipping product, notes, and an uploaded RFQ file, then reviews the part,
product, and quote totals.
He moves the quote through pricing approval to active, opens the customer-facing PDF (which hides
internal pricing detail), and emails the quote to the contact with an e-signature request, then
reviews the quote's status history. He shows receiving parts against an active quote to auto-fill
a sales order with the quoted process and pricing, and how a received order shows
as a won quote in Insights. He closes by showing Unpriced Parts in invoicing for
quoting a job after the fact, and re-quoting an existing job with new pricing while
keeping historical pricing on hand for reference.
receive a job from a quote, quote later at invoicing, and touch on part number
pricing options.
He creates a new quote for a customer, showing quote stages (draft, pricing approval, active),
naming conventions, assigning a quote to a teammate, auto-filled billing/shipping addresses and quoting contact, the
valid-until and follow-up dates, and the choice between a total price quote and a unit
price quote.
He adds a part to the quote, creating a brand-new part number with an internal
description, a customer-facing description for portal visibility, an uploaded display image, a default process and
treatment, custom inputs (like weight and square footage per part), and a linked spec.
He then prices the part: entering a setup charge and markup percentage, and using process-driven
"price builders" (powder labor, inspect and pack labor) that calculate cost from time and rate
inputs. He shows the material cost pulling live from the powder inventory item's last batch
price, and how switching the treatment color changes the price automatically. He sets quantity and
parts-per-rack, adds a shipping product, notes, and an uploaded RFQ file, then reviews the part,
product, and quote totals.
He moves the quote through pricing approval to active, opens the customer-facing PDF (which hides
internal pricing detail), and emails the quote to the contact with an e-signature request, then
reviews the quote's status history. He shows receiving parts against an active quote to auto-fill
a sales order with the quoted process and pricing, and how a received order shows
as a won quote in Insights. He closes by showing Unpriced Parts in invoicing for
quoting a job after the fact, and re-quoting an existing job with new pricing while
keeping historical pricing on hand for reference.
Problem it solves
Manual quoting spreadsheets go stale the moment material costs or labor rates change, and there's
no link between what was quoted and what actually shipped. Steelhead ties pricing formulas to
live inventory and process data, tracks a quote through approval to won or lost, carries
the quoted process and price straight into the sales order, and keeps a permanent, reviewable
pricing history so teams can re-quote confidently instead of guessing.
no link between what was quoted and what actually shipped. Steelhead ties pricing formulas to
live inventory and process data, tracks a quote through approval to won or lost, carries
the quoted process and price straight into the sales order, and keeps a permanent, reviewable
pricing history so teams can re-quote confidently instead of guessing.
Key capabilities shown
• Quote stages: draft, pricing approval, and active, with filtering by status
• Assigning a quote to a teammate to complete
• Auto-filled customer billing/shipping addresses and default quoting contact
• Valid-until and follow-up dates, with follow-up flagged in red
• Total price quote vs. unit price quote
• New or existing part numbers on a quote line, with internal and customer-facing descriptions
• Uploaded part display images and linked specs
• Custom inputs on a part number (numbers, dropdowns, or strings) for anything a pricing formula
needs
• Process-driven price builders (e.g., powder labor, inspect and pack labor) calculated from rate and time
inputs
• Material pricing pulled live from an inventory item's last batch price, recalculating automatically when the
treatment changes
• Parts-for-rack overrides and quantity-based total pricing
• Adding billable products (e.g., shipping) with default pricing
• Notes and uploaded quote files (e.g., the original RFQ)
• Customer-facing PDF quote that hides internal-only pricing detail
• Emailing a quote to multiple contacts with an optional e-signature request
• Full quote status history
• Receiving parts against a quote to auto-populate a sales order's process, treatment, and pricing
• Won quotes visible in Insights once a sales order is received against them
• Quoting unpriced parts later from invoicing
• Copying, revising, or re-quoting a job, with historical pricing kept for reference
• Assigning a quote to a teammate to complete
• Auto-filled customer billing/shipping addresses and default quoting contact
• Valid-until and follow-up dates, with follow-up flagged in red
• Total price quote vs. unit price quote
• New or existing part numbers on a quote line, with internal and customer-facing descriptions
• Uploaded part display images and linked specs
• Custom inputs on a part number (numbers, dropdowns, or strings) for anything a pricing formula
needs
• Process-driven price builders (e.g., powder labor, inspect and pack labor) calculated from rate and time
inputs
• Material pricing pulled live from an inventory item's last batch price, recalculating automatically when the
treatment changes
• Parts-for-rack overrides and quantity-based total pricing
• Adding billable products (e.g., shipping) with default pricing
• Notes and uploaded quote files (e.g., the original RFQ)
• Customer-facing PDF quote that hides internal-only pricing detail
• Emailing a quote to multiple contacts with an optional e-signature request
• Full quote status history
• Receiving parts against a quote to auto-populate a sales order's process, treatment, and pricing
• Won quotes visible in Insights once a sales order is received against them
• Quoting unpriced parts later from invoicing
• Copying, revising, or re-quoting a job, with historical pricing kept for reference
How the demo flows
• Opens the Quoting module and the existing quotes list
• Creates a new quote and selects the customer, addresses, dates, and price type
• Adds a part line and creates a new part number with description, image, process, custom
inputs, and spec
• Prices the part with a setup charge, markup, and process-driven price builders
• Shows material cost pulling from the inventory item's batch price and updating when treatment changes
• Sets quantity, parts-per-rack, adds a shipping product, notes, and a quote file
• Reviews totals, then moves the quote through pricing approval to active
• Opens the PDF, emails the quote to the customer with an e-signature request, and reviews
quote history
• Receives parts against the quote to create a sales order with quoted pricing carried over
• Opens Unpriced Parts from invoicing to quote a job after receiving it
• Re-quotes an existing job with new pricing and reviews historical pricing for reference
• Creates a new quote and selects the customer, addresses, dates, and price type
• Adds a part line and creates a new part number with description, image, process, custom
inputs, and spec
• Prices the part with a setup charge, markup, and process-driven price builders
• Shows material cost pulling from the inventory item's batch price and updating when treatment changes
• Sets quantity, parts-per-rack, adds a shipping product, notes, and a quote file
• Reviews totals, then moves the quote through pricing approval to active
• Opens the PDF, emails the quote to the customer with an e-signature request, and reviews
quote history
• Receives parts against the quote to create a sales order with quoted pricing carried over
• Opens Unpriced Parts from invoicing to quote a job after receiving it
• Re-quotes an existing job with new pricing and reviews historical pricing for reference
Full transcript
Speaker
Leander Daavettila, Deployment Leader, Steelhead Technologies, with live audience Q&A
Transcript
[00:00] So today we are going to discuss quoting.
[00:03] Thanks everyone for joining the July masterclass here with Steelhead.
[00:09] So before I begin on that, just a note going through here.
[00:15] Feel free to drop any questions in the chat as we go.
[00:18] And then during the q and a, you can unmute yourself, ask questions, but the
plan for the day is just to go through quoting.
[00:28] I will do a demo, demonstration in a demo domain of Steelhead where we will
walk through quoting a job, how to do that in Steelhead.
[00:38] And then we'll go through a q and a session.
[00:40] We'll leave, try to leave at least 10 minutes for people to ask questions and
I'll give answers or demonstrate if I need to on Steelhead there as well.
[00:49] So my name is Leander Daavettila.
[00:51] I'm a deployment leader here with Steelhead Technologies and with that we will jump right
into the quoting.
[01:00] So like I said, we'll cover how to create a quote, the functionality of quoting,
receiving a job from a quote, and then how you can quote later on at
invoicing if you do receive a job that you have not had a chance to
price yet.
[01:14] And then we can go cover just very quickly the pricing on part numbers.
[01:19] Now you can have multiple different options there.
[01:24] So with that I'll jump over to Steelhead right here.
[01:29] I'm on the home screen of Steelhead here and quoting is a separate module.
[01:36] So I'll begin there.
[01:37] [opens the list of existing quotes] Jumping into quoting right away we can see we have a list of a whole
bunch of other quotes that we have created, all listed out with all the necessary
information that we like to see filter by, search by whatever we need from here.
[01:53] One thing to note before I actually go and create a quote is we do
have an option to create quote stages and I will show you how that pops
or populates on a quote.
[02:04] But we do have an option here where you can have a stage where you're
drafting that quote and you're coming up with that pricing and the information you need
to add, but then you can move it to a pricing approval stage and then
furthermore you can move it to an active stage once that pricing is approved and
you're ready to go.
[02:25] [selects the option to create a new quote] So beginning here I'm going to select the option to create a new quote.
[02:30] When we create a quote, we have the option to name it.
[02:33] Some of our customers will name it the RFQ number given by their customer, or
in most cases customers will leave it blank here and it'll just autogenerate with the
next id Assignee you can select to assign this quote to somebody else to fill
out.
[02:51] So if I am the head of quoting and I have a team working under
me that goes through and builds the quotes and does the pricing and creates those
proposals, I can assign this to somebody that is working under me and make sure
that they go follow up and create that quote or finish it off customer.
[03:09] Here we can select a customer from a list of dropdown.
[03:12] [searches for and selects the customer Boeing] So in this case I'm gonna search and create a quote for Boeing.
[03:16] Upon selection of that customer, it fills in their default billing address and default shipping
address.
[03:23] Just to give an idea here, there is a dropdown of multiple addresses for that
customer moving along.
[03:33] Then we do have the shipping address default fill in as well, same idea as
the billing address there.
[03:38] And then we can also have a default quoting contact at Boeing.
[03:43] In this case it happens to be Leander.
[03:45] And then all the other customer information that's important here, invoice terms.
[03:51] We have a date when this quote is valid on tail.
[03:55] So we see here that is set for 30 days and that is a default,
but I can change it for this specific quote if I would like to give
a little extra time.
[04:04] And then a follow up date if we want to give a notice here and
it'll show up in red that we need to follow up on this quote.
[04:13] So in this case it's set up for seven days out, meaning if I don't
hear a response, I want to know that I should follow up on that quote,
follow up with that customer.
[04:22] Ask 'em if they have any questions or check in, make sure they saw the
quote and want to go from there.
[04:29] [selects a total price quote] The last selection on this create quote dialogue is to do a total price quote
or a unit price quote.
[04:36] For this example, I'll do a total price quote.
[04:38] And the main difference there is when you do a total price quote, you can
enter a quantity of parts to get a total price versus a unit price.
[04:46] You will just get your unit price and go from there, send that off to
the customer, say Hey, it'll be $5 per part no matter how many you send
me.
[04:58] [saves the new quote] So with that I'll hit save and we have now created our quote in the
top left.
[05:05] You can see my quoting information here.
[05:07] It auto generated the next number of 830.
[05:10] I left the name blank so it did not name this quote.
[05:13] In this case we have a total price quote and then it was created by
myself, Leander, because I am logged into Steelhead, we can see in the top right
When it was created valid and tail follow up.
[05:25] And then in the top middle we can see all of the customer information.
[05:30] If we happen to make a mistake or we need to change some of these
details here, we do have the option to edit details in the top left and
make changes there as needed.
[05:40] Moving down, now I'll get rid of this product that we have in there.
[05:44] So we can go through it from a clean slate.
[05:49] [adds a part line to the quote] We have the option to add parts, so we wanna add our parts to our
quote and it'll create a line item up for us, us where we can select
a part from a dropdown.
[06:00] So for example, if I click any of these part numbers here, it's gonna pull
in last time the process or treatments selections that we have default selected on this
part number.
[06:12] That way I don't need to make those selections if I am quoting a part
that we have already run through the shop and we already know what we're going
to do with it.
[06:21] We also have historical pricing, which I'll touch on a little later.
[06:24] We can go through a brand new part for this example.
[06:29] [creates a new part number] So for now I'll just create a part number, we'll call it B one, two,
three, four, something easy to remember.
[06:36] And we'll create that part number and it'll bring up a new part number dialogue
so we can see with quoting right away, we do have the freedom to select
a part number that already already exists in the system.
[06:47] Otherwise select a new or create a new part number in this case.
[06:52] So the main things I want to focus on when I create a new part
number is to in fact put that part number there, description for our team.
[07:01] So I want them to know it's a, it's a bolt.
[07:04] [adds a customer-facing description] If we wanna have a customer facing description here, if they do access Steelhead via
a customer portal, then we can have that information here displayed as well.
[07:17] [uploads a display image for the part] We can upload a dis display image of this part number right from here.
[07:22] So in some cases our, when you're creating a quote, you may get a picture
of a drawing or a picture of the physical part from the customer that sent
the RFQ.
[07:32] So you can upload that there to store that image for well really forever with
that part number.
[07:38] So that could be very useful There. I can hit save.
[07:43] [sets the part's default process and treatment] So now I have that bolt image display stored with that part number, the default
process in these selections here.
[07:50] We can make on the part number to set as the default for now until
we change it.
[07:56] But in some cases you want to just quote a job, say quote it for
a specific process and treatment and treatment meaning, meaning in action apply to that part
or in my case I'm gonna go through batch powder coating.
[08:10] So just a powder color that you choose.
[08:13] So I don't wanna set the default on this part number quite yet myself.
[08:17] I want the part planning crew to do that.
[08:19] So I'm not gonna set the default now.
[08:22] [enters weight and square footage per part] But the customer, when they did send that RFQ to me did say that it
was in this case a half a pound or we'll just do 1.5 pounds per
part and it was 0.2 square feet per part.
[08:40] [opens custom inputs on the part number] So that information I have on my RFQ and I want to add that we
do also have the option to have custom inputs on a part number.
[08:49] So this is one example of how a custom input could be used in quoting
if you're line speed for that part Or I guess if your line speed depended
on the part that was being hung on the line if you were quoting for
an auto line or something.
[09:02] What I wanted to just show here is just that we do have the option
to configure any sort of custom factors or variables that you do need to store
on that informa on that part number other than just units.
[09:17] So if there is anything specific to how you quote or need in your formula,
we can build it and it can be numbers or dropdown selections or strings.
[09:25] If it depends on part material for example, you can have a dropdown selection of
stainless steel or steel or so on.
[09:33] The next option here is just to hit save and go back to the quote
or we can do save and add specs.
[09:39] [adds a spec to the part number] So if specs are defined by the customer on that RFQ again, or you already
know what spec to apply for this part number, you can quickly add a spec
and we can go through our dropdown selection here.
[09:52] And if you wanna learn more about specs, most definitely you can reach out to
somebody who you have contact with at Steelhead or feel free to reach out via
the website.
[10:03] So for now I'll just to give the visual, select a spec and make sure
all my parameters and things are selected there, but don't wanna get too distracted by
this.
[10:14] So there, I'll hit finish.
[10:17] So now we can see we created our part number.
[10:20] We have a spec linked with this part number and if I do need to
make changes there as well, I can go to this pencil here to edit that
part number and make changes.
[10:35] So now for this part number here, it has a process selected there.
[10:40] [selects batch powder coat and blue powder] I wanna quote this job, we'll just do a batch powder coat job pretty straightforward
in this case.
[10:47] And I'm gonna say we're gonna apply blue powder and we can see our price
is currently NAN because if we still need some more input.
[10:55] [enters the setup charge and sees the price output] So in this case I'm gonna say our setup charge is $2 and now we
have a price outputting.
[11:01] So to go through the multiple different options of functionality here with quoting, just to
give an idea, we do have custom inputs here and these can be configured based
on again, those inputs that you feel you want in your formulas when you're quoting
a job.
[11:21] [adjusts the markup percentage] In this case we have a setup charge where you center a dollar value and
a market percentage where you can mark up that job.
[11:27] So if I wanna mark up this job, say 20%, you could see it increases
that price per part.
[11:36] Some more functionality around building that pricing is what we call in Steelhead price builders.
[11:45] These price builders are built off of options built into the process already.
[11:52] So again, kind of getting into the weeds on that side of the process, but
whatever process you select can drive different options or inputs that you see fit to
be inputted at quoting or estimating the price of that job or part.
[12:09] [opens the powder labor price builder] So in this case we selected batch powder coating and we said we're gonna go
through powder and we know our powder labor we're gonna charge 78 cents a minute.
[12:18] So how many minutes are you gonna spend powder coating One part, we'll say we
spend three minutes in this case and that gives a total of 2 34.
[12:26] And if you see that increased our total by 2 34.
[12:29] So we went from eight 13 and in this case plus 2 34.
[12:35] And we'll increase that value if we do have some sort of code or script
written behind that to take that total number and do some division or addition.
[12:46] In this case it appears like we may have, we can manipulate these numbers to
work in your formulas how you quote today.
[12:56] [opens the inspect and pack labor price builder] Another price builder example that I have on this job is inspect and pack labor.
[13:04] So in this case when we go through the inspect and pack, we wanna make
sure we're charging for that, right?
[13:08] So we charge 75 an hour and how long is it gonna take to do
a part?
[13:14] I'll just say for now 0.1 hours.
[13:17] So that'll tack on another seven 50 onto that price per part.
[13:23] So when you think about quoting the goal right is to estimate what is this
job gonna cost?
[13:29] Well we're estimating our labor, we have that factored in here, but we also need
to be sure that we are estimating our powder or material.
[13:37] So when it comes to material, in this case I'm gonna focus on powder and
maybe you could focus on the packaging as well if you're purchasing cardboard or tape
or foam or whatever you need there.
[13:48] But ultimately we wanna pull all of that information in.
[13:52] And what we are able to do in Steelhead is write code in the background
to take all of your inputs, all of your formulas, whatever sort of information you
need to quote, input it into that code and output that price.
[14:05] So another point to make here is we can output any sort of additional information
that you feel would be useful to see to make sure you're on the right
track.
[14:15] [reviews additional pricing output for powder cost] So as an example here, additional pricing information that I have is powder cost per
pound, which is $11 and total cost for the powder per part, which is 4
77.
[14:28] And what I did with the code was take the square footage, and then the
inputs from that powder so we know our powder specific gravity for example, and those
types of pieces of information to try to calculate that pounds of powder needed to
cover this entire part.
[14:46] And then based on your price per pound, you get your rice of powder per
part.
[14:51] [switches the treatment to dark purple powder] Wow. So just to give a display of this, if I do change this to
we'll do dark purple for example, we can see now our powder cost per pound
goes down to nine 50.
[15:03] Our total cost per powder per part is four 12 and our price per part
change to 16 point 34.
[15:09] So a lot of functionality here.
[15:12] [opens the inventory item to show its last batch price] And then just to give the background behind these, blue powder, I have this inventory
item open.
[15:20] I can see our last batch price that we purchased this at was in fact
$11 a pound.
[15:25] If I go a step further into dark purple, I can see this last batch
price was in fact nine 50 a pound.
[15:31] So we feel it is very important right, to add in that material and labor
in this case to calculate your price per part.
[15:41] So we wanna pull in whatever sort of information or inputs you input, we wanna
make sure we're accounting for everything. So, so The customer sees the quote, what, what
is he, what is he or she going to to actually see?
[15:57] Are they gonna see all those items or is it just they will not.
[16:02] Yep, I'll, I'll get there. I'll show you that. PDF for sure.
[16:05] Perfect. Yep.
[16:08] So here, walking through this part, we have our part priced out, right?
[16:12] We're happy. Okay, 1712 per part is good.
[16:16] [enters the quantity of parts to quote] And then how many parts are you going to quote In this case we can
enter in our quantity.
[16:21] So if I wanna say 50 of these, we can add that information there as
well.
[16:29] Few other options here.
[16:30] Parts for rack is another common one that comes up important for quoting.
[16:34] [sets parts-per-rack for the part number] So if I select my parts for rack, I can say, okay, this B 1,
2, 3, 4 part number.
[16:39] We can fit 10 of these on a small rack.
[16:43] So our default is 16, but for these we can only fit 10 or maybe
for these we can fit 30 and we could have that play into your quoting
as well.
[16:54] So for now there I'll save parts to go a level deeper on the quoting,
we priced out our parts and you can continue to add more parts if you
wanna add more or remove if you only want to just do one or you
accidentally add one extra in this case.
[17:11] Now we can also add products to a quote.
[17:14] So maybe we wanna charge the customer for shipping and we wanna display that information
for them.
[17:19] We can have a dropdown of selections of different products that we charge or may
charge for.
[17:25] So in this case, if I select shipping, I can have default prices fill in
to say okay, if it's two day shipping, it's $150, it's the next day shipping
it's $550 And I can save those products and that will total into the quote
as well.
[17:41] [adds notes to the quote] Notes is a field that we can enter in here, we can have a display
on that PDF to the customer or we can keep it internal either way.
[17:49] And then files, we can upload a quote file.
[17:51] So some of our customers use this to upload a copy of the RFQ just
to keep it stored and tied with that quote.
[18:02] [reviews the quote's part and product totals] So if I scroll up to the top, now we can see our part total
came out to 8 56, 8 50 $6 and 31 cents and we can see
that that matches up correctly here.
[18:15] And if I go to my product total, I can see it's $550 and that
in fact is $550 as well.
[18:21] So we get a quote total of 1406 and 31 cents.
[18:28] So my next step myself creating this quote, I drafted it up, now I need
to get it approved by the manager.
[18:34] [moves the quote to pricing approval] So I'm going to move this to pricing approval and that will move on.
[18:39] And then in this case sometime later the manager can come over, they can see
this pricing approval status is needed or maybe they want to filter by that status.
[18:51] They can go filter by pricing approval and see what all needs pricing approval.
[18:55] So if they come in here, they see okay, this quote needs to be approved,
They can pop it open, check it out.
[19:02] Yep, everything looks good here.
[19:05] [moves the quote to active] Now we can move our stage to active.
[19:08] So now that it is an active quote, we do have the option to create
a sales order directly off of it or receive the parts directly off of this
quote, which I'll cover.
[19:18] But our first step here is to check out that PDF, make sure we're happy
with it and then send it off to the customer.
[19:26] [opens the quote PDF] So if I open up this PDF here, we have our PDF template built out
where I'm sending this quote myself from Steelhead Industries and it's going to Boeing in
this case and we wanna make sure that the attention to Leander and his email
leander@oste.com and address as well.
[19:48] And we also lay out the information here with part numbers, treatments, description and so
on.
[19:53] And then the pricing of course.
[19:55] So to answer your question on will all of that information be seen on the
quote that you send to the customer, the answer is no in this case.
[20:05] And you do have the option.
[20:07] So in this case, blue powder, we did tell them that it is blue powder
and maybe that's good information to add.
[20:12] We'll leave it on there but if you don't want it, show the customer that
then we can remove that information.
[20:18] I have a question. Are you able to email directly from the system to the
customer?
[20:23] Very next step. Great timed question.
[20:25] Yep, perfectly timed actually.
[20:27] So next step we view that PDF, right? We're happy with it.
[20:31] [emails the quote to the customer] Now we can email this quote directly to the customer.
[20:34] Again, an optional functionality is to request the customer to sign that quote.
[20:40] But in this case now we have our contacts for that customer here and we
know the quoting contact is Leander.
[20:45] So we can send that quote to Leander and then we can also send it
to other contacts at Boeing in this case if we would like to.
[20:54] So we can check the boxes to send them as well.
[20:58] In this case, I'm just gonna send this one to Leander and I'm gonna request
that signature there so I can hit send quote and now we can see it
gets the status active and sent.
[21:08] We also see this change to sent and we can see that sent or the
date sent there as well.
[21:13] [views the quote's status history] And we can go a step further and view the history on that.
[21:16] So Leander created it at 1:06 PM moved it to draft, moved it to pricing
approval, active and sent.
[21:26] So that is creating that quote.
[21:28] I'll take the next three minutes to go very quickly through the receiving side and
then I'll open it up to questions.
[21:36] [receives parts against the quote to create a sales order] So someday later when we're receiving a job in this case we say for Boeing
And we know we got these parts in the door, B 1, 2, 3, 4,
we can select that part from the dropdown and we can enter our quantity here.
[21:51] So this quantity doesn't have to directly match with that, with that quote.
[21:55] This quantity is a quantity.
[21:57] Quantity that we actually receive.
[22:00] But in this case we received 50 parts.
[22:02] So we're gonna enter that.
[22:04] Maybe we have lot number, all this extra information, but I don't want to spend
too much time on the receiving side.
[22:09] The key here to know is when you search quotes, you will only see quotes
for that part number.
[22:15] So if you remember in the beginning we had seven, 800 quotes in this domain,
but we only see one here because there was only one quote for this part
number B 1, 2, 3, 4.
[22:25] We also get that status update that it is active and it was sent to
the customer.
[22:29] So it does make sense to receive against this quote.
[22:32] If it was a drafted quote then maybe it may not make sense, right?
[22:37] So we'll add in that quote information, we'll create our sales order and we'll add
these parts into an order.
[22:45] And another key note here is now that we quoted this job and we quoted
it to go through batch powder coat and get blue powder, it made all of
those selections that we quoted off of and pulls in our quote pricing side note
here is if the order entry individual does not have financial permissions or that they
won't see that pricing, but they will know that they did link it to a
quote.
[23:08] So In this case, key information is that you don't enter that same information twice
on a part number if it's entered on order entry.
[23:17] When you're adding a part into the system, you don't have to enter it at
quoting and if it's entered on the quote, you don't have to enter it at
order entry.
[23:26] So that's just a quick visual on how that looks on the receiving side of
receiving customer parts.
[23:32] And then make sure you tie it to that quote, the closed loop on that
is now we can see that we did receive this order, which then going into
our reporting function, our feature called insights, you'll be able to see okay, we did
win that quote because we received a sales order against it.
[23:56] So another very quick option is at any point in the process, if you open
up any sales order, you can always quote later if in some cases some of
our customers get a parts off the truck and they go right under the line,
they run 'em, those parts need to be done now they need to be done
yesterday and they got here today.
[24:13] So in that case you wanna just get those parts into the system, you wanna
start running them through production and you'll price 'em when you have time.
[24:20] [opens Unpriced Parts from invoicing] If we open up invoicing, we do have this feature where you can go to
unpriced parts and you can see all of your unpriced parts and you know, okay,
I need to go ahead and get a price on this one because these parts
are coming out today.
[24:34] We're gonna invoice for them or ship 'em out today and invoice for them today
or tomorrow.
[24:38] So you can come here, you can see this sales order number 2078 and this
is just a random one and a part number in this case pencil.
[24:47] [quotes parts directly from invoicing] So you can check that box and quote parts from invoicing.
[24:51] And now we go through this very similar dialogue where you're creating your quote.
[24:55] You can name it if you need, but our part information or customer information, excuse
me, fills in and when I hit save our part information also fills in.
[25:06] So we don't need to add anything 'cause this is what we ran it to,
right?
[25:09] This is the truth. But the ultimate piece when it comes to then quoting is
you want to add in your extra charges or change your markup, right?
[25:18] So that way you do get your final price that you need, you can always
save then there and then move along.
[25:27] In this case, this part number I don't have pricing or the code written out
to price it, but that is how you are able to price later on in
this case at time of invoicing or when the parts are already in middle of
production.
[25:46] The last quick piece I wanted to show on this demo is if we do
in fact Quote a job and we wanna change that or re-quote it later or
change the pricing rate inflation, you should be checking back in on those quotes or
increasing pricing.
[26:01] You can come in and you can requote jobs.
[26:05] So we have the option to copy a quote, which is just copy it, make
changes there.
[26:10] But you can also create a revision or you can re-quote in this case.
[26:15] [re-quotes the job with new pricing] So if I wanna set new pricing here, I can re-quote this job.
[26:20] Again, same idea here.
[26:21] I can give it a name reason for re-quote, material is more expensive.
[26:30] Whatever sort of reason we wanna give and we can save there and go ahead
and edit this to re-quote it.
[26:37] We also have the functionality to display historical pricing.
[26:42] [opens historical pricing on the part] Historical pricing now will show us, hey, last time you quoted this job, at exactly
1:27 PM on July 31st, I'm on Eastern time.
[26:54] You priced this job at $17 and 13 cents.
[26:59] If you wanna see why or how you got to that number 'cause maybe now
your setup charge was increased or your markup was increased and now it's 2159.
[27:08] Okay, well why did I price it at 1713?
[27:10] You can select that old quote, go ahead and view it and see why you
got to that price we Have as A reference.
[27:17] So a little extra functionality to close that loop or give you feedback, as far
as what you quoted last time and why.
[27:26] That was a quick demo of quoting in Steelhead.
[00:03] Thanks everyone for joining the July masterclass here with Steelhead.
[00:09] So before I begin on that, just a note going through here.
[00:15] Feel free to drop any questions in the chat as we go.
[00:18] And then during the q and a, you can unmute yourself, ask questions, but the
plan for the day is just to go through quoting.
[00:28] I will do a demo, demonstration in a demo domain of Steelhead where we will
walk through quoting a job, how to do that in Steelhead.
[00:38] And then we'll go through a q and a session.
[00:40] We'll leave, try to leave at least 10 minutes for people to ask questions and
I'll give answers or demonstrate if I need to on Steelhead there as well.
[00:49] So my name is Leander Daavettila.
[00:51] I'm a deployment leader here with Steelhead Technologies and with that we will jump right
into the quoting.
[01:00] So like I said, we'll cover how to create a quote, the functionality of quoting,
receiving a job from a quote, and then how you can quote later on at
invoicing if you do receive a job that you have not had a chance to
price yet.
[01:14] And then we can go cover just very quickly the pricing on part numbers.
[01:19] Now you can have multiple different options there.
[01:24] So with that I'll jump over to Steelhead right here.
[01:29] I'm on the home screen of Steelhead here and quoting is a separate module.
[01:36] So I'll begin there.
[01:37] [opens the list of existing quotes] Jumping into quoting right away we can see we have a list of a whole
bunch of other quotes that we have created, all listed out with all the necessary
information that we like to see filter by, search by whatever we need from here.
[01:53] One thing to note before I actually go and create a quote is we do
have an option to create quote stages and I will show you how that pops
or populates on a quote.
[02:04] But we do have an option here where you can have a stage where you're
drafting that quote and you're coming up with that pricing and the information you need
to add, but then you can move it to a pricing approval stage and then
furthermore you can move it to an active stage once that pricing is approved and
you're ready to go.
[02:25] [selects the option to create a new quote] So beginning here I'm going to select the option to create a new quote.
[02:30] When we create a quote, we have the option to name it.
[02:33] Some of our customers will name it the RFQ number given by their customer, or
in most cases customers will leave it blank here and it'll just autogenerate with the
next id Assignee you can select to assign this quote to somebody else to fill
out.
[02:51] So if I am the head of quoting and I have a team working under
me that goes through and builds the quotes and does the pricing and creates those
proposals, I can assign this to somebody that is working under me and make sure
that they go follow up and create that quote or finish it off customer.
[03:09] Here we can select a customer from a list of dropdown.
[03:12] [searches for and selects the customer Boeing] So in this case I'm gonna search and create a quote for Boeing.
[03:16] Upon selection of that customer, it fills in their default billing address and default shipping
address.
[03:23] Just to give an idea here, there is a dropdown of multiple addresses for that
customer moving along.
[03:33] Then we do have the shipping address default fill in as well, same idea as
the billing address there.
[03:38] And then we can also have a default quoting contact at Boeing.
[03:43] In this case it happens to be Leander.
[03:45] And then all the other customer information that's important here, invoice terms.
[03:51] We have a date when this quote is valid on tail.
[03:55] So we see here that is set for 30 days and that is a default,
but I can change it for this specific quote if I would like to give
a little extra time.
[04:04] And then a follow up date if we want to give a notice here and
it'll show up in red that we need to follow up on this quote.
[04:13] So in this case it's set up for seven days out, meaning if I don't
hear a response, I want to know that I should follow up on that quote,
follow up with that customer.
[04:22] Ask 'em if they have any questions or check in, make sure they saw the
quote and want to go from there.
[04:29] [selects a total price quote] The last selection on this create quote dialogue is to do a total price quote
or a unit price quote.
[04:36] For this example, I'll do a total price quote.
[04:38] And the main difference there is when you do a total price quote, you can
enter a quantity of parts to get a total price versus a unit price.
[04:46] You will just get your unit price and go from there, send that off to
the customer, say Hey, it'll be $5 per part no matter how many you send
me.
[04:58] [saves the new quote] So with that I'll hit save and we have now created our quote in the
top left.
[05:05] You can see my quoting information here.
[05:07] It auto generated the next number of 830.
[05:10] I left the name blank so it did not name this quote.
[05:13] In this case we have a total price quote and then it was created by
myself, Leander, because I am logged into Steelhead, we can see in the top right
When it was created valid and tail follow up.
[05:25] And then in the top middle we can see all of the customer information.
[05:30] If we happen to make a mistake or we need to change some of these
details here, we do have the option to edit details in the top left and
make changes there as needed.
[05:40] Moving down, now I'll get rid of this product that we have in there.
[05:44] So we can go through it from a clean slate.
[05:49] [adds a part line to the quote] We have the option to add parts, so we wanna add our parts to our
quote and it'll create a line item up for us, us where we can select
a part from a dropdown.
[06:00] So for example, if I click any of these part numbers here, it's gonna pull
in last time the process or treatments selections that we have default selected on this
part number.
[06:12] That way I don't need to make those selections if I am quoting a part
that we have already run through the shop and we already know what we're going
to do with it.
[06:21] We also have historical pricing, which I'll touch on a little later.
[06:24] We can go through a brand new part for this example.
[06:29] [creates a new part number] So for now I'll just create a part number, we'll call it B one, two,
three, four, something easy to remember.
[06:36] And we'll create that part number and it'll bring up a new part number dialogue
so we can see with quoting right away, we do have the freedom to select
a part number that already already exists in the system.
[06:47] Otherwise select a new or create a new part number in this case.
[06:52] So the main things I want to focus on when I create a new part
number is to in fact put that part number there, description for our team.
[07:01] So I want them to know it's a, it's a bolt.
[07:04] [adds a customer-facing description] If we wanna have a customer facing description here, if they do access Steelhead via
a customer portal, then we can have that information here displayed as well.
[07:17] [uploads a display image for the part] We can upload a dis display image of this part number right from here.
[07:22] So in some cases our, when you're creating a quote, you may get a picture
of a drawing or a picture of the physical part from the customer that sent
the RFQ.
[07:32] So you can upload that there to store that image for well really forever with
that part number.
[07:38] So that could be very useful There. I can hit save.
[07:43] [sets the part's default process and treatment] So now I have that bolt image display stored with that part number, the default
process in these selections here.
[07:50] We can make on the part number to set as the default for now until
we change it.
[07:56] But in some cases you want to just quote a job, say quote it for
a specific process and treatment and treatment meaning, meaning in action apply to that part
or in my case I'm gonna go through batch powder coating.
[08:10] So just a powder color that you choose.
[08:13] So I don't wanna set the default on this part number quite yet myself.
[08:17] I want the part planning crew to do that.
[08:19] So I'm not gonna set the default now.
[08:22] [enters weight and square footage per part] But the customer, when they did send that RFQ to me did say that it
was in this case a half a pound or we'll just do 1.5 pounds per
part and it was 0.2 square feet per part.
[08:40] [opens custom inputs on the part number] So that information I have on my RFQ and I want to add that we
do also have the option to have custom inputs on a part number.
[08:49] So this is one example of how a custom input could be used in quoting
if you're line speed for that part Or I guess if your line speed depended
on the part that was being hung on the line if you were quoting for
an auto line or something.
[09:02] What I wanted to just show here is just that we do have the option
to configure any sort of custom factors or variables that you do need to store
on that informa on that part number other than just units.
[09:17] So if there is anything specific to how you quote or need in your formula,
we can build it and it can be numbers or dropdown selections or strings.
[09:25] If it depends on part material for example, you can have a dropdown selection of
stainless steel or steel or so on.
[09:33] The next option here is just to hit save and go back to the quote
or we can do save and add specs.
[09:39] [adds a spec to the part number] So if specs are defined by the customer on that RFQ again, or you already
know what spec to apply for this part number, you can quickly add a spec
and we can go through our dropdown selection here.
[09:52] And if you wanna learn more about specs, most definitely you can reach out to
somebody who you have contact with at Steelhead or feel free to reach out via
the website.
[10:03] So for now I'll just to give the visual, select a spec and make sure
all my parameters and things are selected there, but don't wanna get too distracted by
this.
[10:14] So there, I'll hit finish.
[10:17] So now we can see we created our part number.
[10:20] We have a spec linked with this part number and if I do need to
make changes there as well, I can go to this pencil here to edit that
part number and make changes.
[10:35] So now for this part number here, it has a process selected there.
[10:40] [selects batch powder coat and blue powder] I wanna quote this job, we'll just do a batch powder coat job pretty straightforward
in this case.
[10:47] And I'm gonna say we're gonna apply blue powder and we can see our price
is currently NAN because if we still need some more input.
[10:55] [enters the setup charge and sees the price output] So in this case I'm gonna say our setup charge is $2 and now we
have a price outputting.
[11:01] So to go through the multiple different options of functionality here with quoting, just to
give an idea, we do have custom inputs here and these can be configured based
on again, those inputs that you feel you want in your formulas when you're quoting
a job.
[11:21] [adjusts the markup percentage] In this case we have a setup charge where you center a dollar value and
a market percentage where you can mark up that job.
[11:27] So if I wanna mark up this job, say 20%, you could see it increases
that price per part.
[11:36] Some more functionality around building that pricing is what we call in Steelhead price builders.
[11:45] These price builders are built off of options built into the process already.
[11:52] So again, kind of getting into the weeds on that side of the process, but
whatever process you select can drive different options or inputs that you see fit to
be inputted at quoting or estimating the price of that job or part.
[12:09] [opens the powder labor price builder] So in this case we selected batch powder coating and we said we're gonna go
through powder and we know our powder labor we're gonna charge 78 cents a minute.
[12:18] So how many minutes are you gonna spend powder coating One part, we'll say we
spend three minutes in this case and that gives a total of 2 34.
[12:26] And if you see that increased our total by 2 34.
[12:29] So we went from eight 13 and in this case plus 2 34.
[12:35] And we'll increase that value if we do have some sort of code or script
written behind that to take that total number and do some division or addition.
[12:46] In this case it appears like we may have, we can manipulate these numbers to
work in your formulas how you quote today.
[12:56] [opens the inspect and pack labor price builder] Another price builder example that I have on this job is inspect and pack labor.
[13:04] So in this case when we go through the inspect and pack, we wanna make
sure we're charging for that, right?
[13:08] So we charge 75 an hour and how long is it gonna take to do
a part?
[13:14] I'll just say for now 0.1 hours.
[13:17] So that'll tack on another seven 50 onto that price per part.
[13:23] So when you think about quoting the goal right is to estimate what is this
job gonna cost?
[13:29] Well we're estimating our labor, we have that factored in here, but we also need
to be sure that we are estimating our powder or material.
[13:37] So when it comes to material, in this case I'm gonna focus on powder and
maybe you could focus on the packaging as well if you're purchasing cardboard or tape
or foam or whatever you need there.
[13:48] But ultimately we wanna pull all of that information in.
[13:52] And what we are able to do in Steelhead is write code in the background
to take all of your inputs, all of your formulas, whatever sort of information you
need to quote, input it into that code and output that price.
[14:05] So another point to make here is we can output any sort of additional information
that you feel would be useful to see to make sure you're on the right
track.
[14:15] [reviews additional pricing output for powder cost] So as an example here, additional pricing information that I have is powder cost per
pound, which is $11 and total cost for the powder per part, which is 4
77.
[14:28] And what I did with the code was take the square footage, and then the
inputs from that powder so we know our powder specific gravity for example, and those
types of pieces of information to try to calculate that pounds of powder needed to
cover this entire part.
[14:46] And then based on your price per pound, you get your rice of powder per
part.
[14:51] [switches the treatment to dark purple powder] Wow. So just to give a display of this, if I do change this to
we'll do dark purple for example, we can see now our powder cost per pound
goes down to nine 50.
[15:03] Our total cost per powder per part is four 12 and our price per part
change to 16 point 34.
[15:09] So a lot of functionality here.
[15:12] [opens the inventory item to show its last batch price] And then just to give the background behind these, blue powder, I have this inventory
item open.
[15:20] I can see our last batch price that we purchased this at was in fact
$11 a pound.
[15:25] If I go a step further into dark purple, I can see this last batch
price was in fact nine 50 a pound.
[15:31] So we feel it is very important right, to add in that material and labor
in this case to calculate your price per part.
[15:41] So we wanna pull in whatever sort of information or inputs you input, we wanna
make sure we're accounting for everything. So, so The customer sees the quote, what, what
is he, what is he or she going to to actually see?
[15:57] Are they gonna see all those items or is it just they will not.
[16:02] Yep, I'll, I'll get there. I'll show you that. PDF for sure.
[16:05] Perfect. Yep.
[16:08] So here, walking through this part, we have our part priced out, right?
[16:12] We're happy. Okay, 1712 per part is good.
[16:16] [enters the quantity of parts to quote] And then how many parts are you going to quote In this case we can
enter in our quantity.
[16:21] So if I wanna say 50 of these, we can add that information there as
well.
[16:29] Few other options here.
[16:30] Parts for rack is another common one that comes up important for quoting.
[16:34] [sets parts-per-rack for the part number] So if I select my parts for rack, I can say, okay, this B 1,
2, 3, 4 part number.
[16:39] We can fit 10 of these on a small rack.
[16:43] So our default is 16, but for these we can only fit 10 or maybe
for these we can fit 30 and we could have that play into your quoting
as well.
[16:54] So for now there I'll save parts to go a level deeper on the quoting,
we priced out our parts and you can continue to add more parts if you
wanna add more or remove if you only want to just do one or you
accidentally add one extra in this case.
[17:11] Now we can also add products to a quote.
[17:14] So maybe we wanna charge the customer for shipping and we wanna display that information
for them.
[17:19] We can have a dropdown of selections of different products that we charge or may
charge for.
[17:25] So in this case, if I select shipping, I can have default prices fill in
to say okay, if it's two day shipping, it's $150, it's the next day shipping
it's $550 And I can save those products and that will total into the quote
as well.
[17:41] [adds notes to the quote] Notes is a field that we can enter in here, we can have a display
on that PDF to the customer or we can keep it internal either way.
[17:49] And then files, we can upload a quote file.
[17:51] So some of our customers use this to upload a copy of the RFQ just
to keep it stored and tied with that quote.
[18:02] [reviews the quote's part and product totals] So if I scroll up to the top, now we can see our part total
came out to 8 56, 8 50 $6 and 31 cents and we can see
that that matches up correctly here.
[18:15] And if I go to my product total, I can see it's $550 and that
in fact is $550 as well.
[18:21] So we get a quote total of 1406 and 31 cents.
[18:28] So my next step myself creating this quote, I drafted it up, now I need
to get it approved by the manager.
[18:34] [moves the quote to pricing approval] So I'm going to move this to pricing approval and that will move on.
[18:39] And then in this case sometime later the manager can come over, they can see
this pricing approval status is needed or maybe they want to filter by that status.
[18:51] They can go filter by pricing approval and see what all needs pricing approval.
[18:55] So if they come in here, they see okay, this quote needs to be approved,
They can pop it open, check it out.
[19:02] Yep, everything looks good here.
[19:05] [moves the quote to active] Now we can move our stage to active.
[19:08] So now that it is an active quote, we do have the option to create
a sales order directly off of it or receive the parts directly off of this
quote, which I'll cover.
[19:18] But our first step here is to check out that PDF, make sure we're happy
with it and then send it off to the customer.
[19:26] [opens the quote PDF] So if I open up this PDF here, we have our PDF template built out
where I'm sending this quote myself from Steelhead Industries and it's going to Boeing in
this case and we wanna make sure that the attention to Leander and his email
leander@oste.com and address as well.
[19:48] And we also lay out the information here with part numbers, treatments, description and so
on.
[19:53] And then the pricing of course.
[19:55] So to answer your question on will all of that information be seen on the
quote that you send to the customer, the answer is no in this case.
[20:05] And you do have the option.
[20:07] So in this case, blue powder, we did tell them that it is blue powder
and maybe that's good information to add.
[20:12] We'll leave it on there but if you don't want it, show the customer that
then we can remove that information.
[20:18] I have a question. Are you able to email directly from the system to the
customer?
[20:23] Very next step. Great timed question.
[20:25] Yep, perfectly timed actually.
[20:27] So next step we view that PDF, right? We're happy with it.
[20:31] [emails the quote to the customer] Now we can email this quote directly to the customer.
[20:34] Again, an optional functionality is to request the customer to sign that quote.
[20:40] But in this case now we have our contacts for that customer here and we
know the quoting contact is Leander.
[20:45] So we can send that quote to Leander and then we can also send it
to other contacts at Boeing in this case if we would like to.
[20:54] So we can check the boxes to send them as well.
[20:58] In this case, I'm just gonna send this one to Leander and I'm gonna request
that signature there so I can hit send quote and now we can see it
gets the status active and sent.
[21:08] We also see this change to sent and we can see that sent or the
date sent there as well.
[21:13] [views the quote's status history] And we can go a step further and view the history on that.
[21:16] So Leander created it at 1:06 PM moved it to draft, moved it to pricing
approval, active and sent.
[21:26] So that is creating that quote.
[21:28] I'll take the next three minutes to go very quickly through the receiving side and
then I'll open it up to questions.
[21:36] [receives parts against the quote to create a sales order] So someday later when we're receiving a job in this case we say for Boeing
And we know we got these parts in the door, B 1, 2, 3, 4,
we can select that part from the dropdown and we can enter our quantity here.
[21:51] So this quantity doesn't have to directly match with that, with that quote.
[21:55] This quantity is a quantity.
[21:57] Quantity that we actually receive.
[22:00] But in this case we received 50 parts.
[22:02] So we're gonna enter that.
[22:04] Maybe we have lot number, all this extra information, but I don't want to spend
too much time on the receiving side.
[22:09] The key here to know is when you search quotes, you will only see quotes
for that part number.
[22:15] So if you remember in the beginning we had seven, 800 quotes in this domain,
but we only see one here because there was only one quote for this part
number B 1, 2, 3, 4.
[22:25] We also get that status update that it is active and it was sent to
the customer.
[22:29] So it does make sense to receive against this quote.
[22:32] If it was a drafted quote then maybe it may not make sense, right?
[22:37] So we'll add in that quote information, we'll create our sales order and we'll add
these parts into an order.
[22:45] And another key note here is now that we quoted this job and we quoted
it to go through batch powder coat and get blue powder, it made all of
those selections that we quoted off of and pulls in our quote pricing side note
here is if the order entry individual does not have financial permissions or that they
won't see that pricing, but they will know that they did link it to a
quote.
[23:08] So In this case, key information is that you don't enter that same information twice
on a part number if it's entered on order entry.
[23:17] When you're adding a part into the system, you don't have to enter it at
quoting and if it's entered on the quote, you don't have to enter it at
order entry.
[23:26] So that's just a quick visual on how that looks on the receiving side of
receiving customer parts.
[23:32] And then make sure you tie it to that quote, the closed loop on that
is now we can see that we did receive this order, which then going into
our reporting function, our feature called insights, you'll be able to see okay, we did
win that quote because we received a sales order against it.
[23:56] So another very quick option is at any point in the process, if you open
up any sales order, you can always quote later if in some cases some of
our customers get a parts off the truck and they go right under the line,
they run 'em, those parts need to be done now they need to be done
yesterday and they got here today.
[24:13] So in that case you wanna just get those parts into the system, you wanna
start running them through production and you'll price 'em when you have time.
[24:20] [opens Unpriced Parts from invoicing] If we open up invoicing, we do have this feature where you can go to
unpriced parts and you can see all of your unpriced parts and you know, okay,
I need to go ahead and get a price on this one because these parts
are coming out today.
[24:34] We're gonna invoice for them or ship 'em out today and invoice for them today
or tomorrow.
[24:38] So you can come here, you can see this sales order number 2078 and this
is just a random one and a part number in this case pencil.
[24:47] [quotes parts directly from invoicing] So you can check that box and quote parts from invoicing.
[24:51] And now we go through this very similar dialogue where you're creating your quote.
[24:55] You can name it if you need, but our part information or customer information, excuse
me, fills in and when I hit save our part information also fills in.
[25:06] So we don't need to add anything 'cause this is what we ran it to,
right?
[25:09] This is the truth. But the ultimate piece when it comes to then quoting is
you want to add in your extra charges or change your markup, right?
[25:18] So that way you do get your final price that you need, you can always
save then there and then move along.
[25:27] In this case, this part number I don't have pricing or the code written out
to price it, but that is how you are able to price later on in
this case at time of invoicing or when the parts are already in middle of
production.
[25:46] The last quick piece I wanted to show on this demo is if we do
in fact Quote a job and we wanna change that or re-quote it later or
change the pricing rate inflation, you should be checking back in on those quotes or
increasing pricing.
[26:01] You can come in and you can requote jobs.
[26:05] So we have the option to copy a quote, which is just copy it, make
changes there.
[26:10] But you can also create a revision or you can re-quote in this case.
[26:15] [re-quotes the job with new pricing] So if I wanna set new pricing here, I can re-quote this job.
[26:20] Again, same idea here.
[26:21] I can give it a name reason for re-quote, material is more expensive.
[26:30] Whatever sort of reason we wanna give and we can save there and go ahead
and edit this to re-quote it.
[26:37] We also have the functionality to display historical pricing.
[26:42] [opens historical pricing on the part] Historical pricing now will show us, hey, last time you quoted this job, at exactly
1:27 PM on July 31st, I'm on Eastern time.
[26:54] You priced this job at $17 and 13 cents.
[26:59] If you wanna see why or how you got to that number 'cause maybe now
your setup charge was increased or your markup was increased and now it's 2159.
[27:08] Okay, well why did I price it at 1713?
[27:10] You can select that old quote, go ahead and view it and see why you
got to that price we Have as A reference.
[27:17] So a little extra functionality to close that loop or give you feedback, as far
as what you quoted last time and why.
[27:26] That was a quick demo of quoting in Steelhead.
Taxonomy tags
Steelhead product area
Quoting; Part numbers; Inventory; Invoicing; Sales orders
Feature / module
Quote stages; price builders; custom inputs; specs; parts-for-rack; quote PDF and e-signature; Unpriced Parts; re-quoting
and historical pricing
and historical pricing
Workflow category
Quoting and estimating; sales order creation; pricing governance
Topics covered
Creating and pricing a quote; custom inputs and price builders; material cost from inventory; quote
approval workflow; emailing and e-signing quotes; receiving parts against a quote; quoting from invoicing; re-quoting
and historical pricing
approval workflow; emailing and e-signing quotes; receiving parts against a quote; quoting from invoicing; re-quoting
and historical pricing