To add a cost, you must be within the job bag.
- Click the +Cost icon at the top of your screen.
- Select the relevant cost stage from the drop-down menu.
- This offers you three cost type options - Standard calculator, Preset calculator and Bespoke Quote Request. Select the relevant filter to display various cost descriptions relevant to that calculator.
- If you select a cost option with a calculator, input your specifications and click Calculate. The rates from all qualified suppliers will be shown.
- Select the best supplier to do the job, or amend your cost by clicking the Modify button.
- Below this, you will now be able to enter notes specific to the client, supplier, or internal.
- If your cost is already approved, you can tick the Approve button now.
- When you are happy with the cost, click Add and Close.
Compare distance between supplier(s) and delivery or appointment address.
If your software has been configured to use this functionality, you will be given the additional option to evaluate suppliers according to distance (miles) from their location.
Use active column headers to sort quote lists by distance or by price.
If you would like your software to be configured or you would like more information on this functionality please contact support@panacea-software.com or call 020 7976 0116.