A price quote can be added with the Create new button or using the icon and can be edited with the icon.

The information related to price quotes can be specified on multiple section. When adding a PQ, the following fields are available:

Price quote details

Price quote details section

On the Price quote details section you can define the following details of the price quote:

1. Code: This field will be filled automatically upon the first time the price quote is saved with a code that uniquely identifies it in PIRO Fusion.
2. WO#: You can specify in this field the WO# used by the customer to identify the price quote on their end.
3. Customer: You can select in this drop-down list the customer that requested the price quote.
4. Workflow: You can select in this drop-down list the service group (workflow) required by the items of the price quote.
5. Date: You can use this date-picker to select the date when the price quote was created.
6. Est. finish date: This read-only field displays the estimated finish date of the price quote based on the duration of the services added to it.
7. Appointment date: You can specify in this field a date agreed with the customer in order to discuss the details of the price quote.
8. Status: The current status of the PQ reflects its state in the process of conversion into a job order. This is a read-only field that is updated when the status is changed manually by clicking the Status button under the PQs’ grid. There are five available statuses for price quotes:
   1. New: When a price quote is created its status will be New by default.
   2. Waiting for approval: If the price quote has been sent out to the customer for approval its status can be changed to Waiting for approval.
   3. Approved: If the price quote has been approved by the customer its status can be changed to Approved. A price quote with this status isn’t yet converted into an SO or JO.
   4. Approved and converted to JO: A job order can be created based on an approved price quote by changing its status to Approved and converted to JO.
   5. Approved and converted to SO: A sales order can be created based on an approved price quote by changing its status to Approved and converted to SO
9. Job memo: In this text-box you can add any custom memo to the price quote if it is required (customer comments, designer comments etc.).
10. Image: Displays the thumbnail of the default image (of an item type or style) uploaded to the price quote.

Additional info

The Additional info section contain two tabs:

Price quote cost tab

When creating a PQ, the Items cost and Items price fields are empty by default, because the PQ does not contain items. The Service Cost and Service price fields are displayed based on the prices of the selected workflow’s services.

Additional info section – Price quote cost tab

1. Service cost: This read-only field displays the cumulated cost of the services added to the price quote, based on the service price specified on the Service type details form. If the user wants to specify a custom markup for the services (by selecting the Override default markups check-box), this will be applied to the value displayed in Service costs field to achieve the total price of the services on the Price quote.
2. Service price:
3. : This read-only field displays the total price of the services included by the price quote (including the markup specified if the Override default markups check-box is selected).
4. Items cost: This read-only field displays the total cost of the item types on the price quote including above the price of the items (defined on their Item type details form):
   1. The customer/customer category markup (if applicable)
   2. Labor charges assigned to the items (if applicable)

   However, not including the item type markups defined on the Price/Cost management tab of the Item type details form. Item type markups will be applied to the value displayed in this field to achieve the total price of the items on the price quote.

5. Items prices: It displays the total price of the items included by a price quote. This price includes the following markups:
   1. Admin setting markups, company markups and bank charges in the case of the metal items.
   2. Customer/customer category markups
   3. Either the item type markups defined on the Item type details form or the item markups defined on the Price quote details form (supposed that the Override default markup check-box is selected).
   4. Labor charges assigned to the items
6. Total cost: This read-only field calculates the total cost of the items and services on a price quote by adding the Services cost field to the Items cost field.
7. Estimated total: This read-only field calculates the total price of the items and services on a price quote by adding the Services price field to the Items price field.
8. Override default markups: If this check-box is selected you can specify custom service and item type markups separately, that will be applied to the service costs and item costs. This functionality provides the possibility to fully customize the prices on each particular price quote according to your business objectives.
   1. Markups: In the two fields displayed between the Price quote costs and Price quote prices group-boxes you can specify custom service markups (in the top field) and item type markups (in the bottom field) separately. These markups will override the item type markups defined on the Item type details form (Price/Cost management tab) and they can be applied to the costs specified in the Price quote costs group-box by clicking the Update prices button.

Additional info section – Price quote cost tab

Attributes tab

This tab offers a flexible way to show any additional information that is considered important by PIRO Fusion users on the price quotes. The fields shown on this panel represent the attributes of a custom attribute list assigned to price quotes. The content shown on the image above represents only an example (it is not the content that PIRO Fusion provides by default) and it is totally customizable. PIRO Fusion users can freely select the custom attribute list attached to the price quote and can also determine the attributes that the list contains (which ultimately determine the content that is shown on the Attributes panel).