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Quick Bid - 04.14.04 Masters: Equipment Assemblies - QB

Views: 410 Last Updated: 10/31/2024 01:43 pm 0 Rating/ Voters
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An Equipment Assembly is a stored Equipment entry including Equipment and Labor rates and payroll information and can contain multiple Equipment line items or a single piece of Equipment. Equipment Assemblies are Master records so they are available for use in any Bid. Using Equipment Assemblies can save you time when creating Bids.

Quick Bid Master Equipment Assemblies List

Creating an Equipment Assembly From Equipment Tab

Click the Equip Tab

Highlight each piece of equipment to include in the Equipment Assembly - to select multiple items, press <Ctrl> or <Shift> while making selections (if there are no equipment entries in the Bid, add them first, see Related articles for information on adding Equipment to a Bid).

Right-click anywhere on the Equip Tab and select New Equipment Assembly from the menu - the Equipment Assembly dialog opens.

Quick Bid Equipment Assembly dialog box opened from the Equipment Tab

Enter a name for the Assembly and an Owner (click the Lookup button the lookup button is a magnifying glass that opens the Employee list to select from a list).

You can set the quantities to "0" before saving the Equipment Assembly and enter values when you insert the Assembly into a Bid, or set default values for Equipment Rate and Labor costs, it is up to you. We recommend setting them all as "0" and just entering the values in when you use the Assembly, this way, you are required to enter current rates and will not inadvertently forget to update your Equipment costs.

Click Close.

Creating an Equipment Assembly From Scratch

Click Master > Equipment Assemblies - the Equipment Assemblies list opens.

Click New - a blank Equipment Assembly (Master) dialog opens.

a new, blank Quick Bid Equipment Assembly Dialog Box

Enter Name and Owner and then add Equipment components as required.

Set the quantities to "0" before saving the Equipment Assembly - you will enter values when you insert the Assembly into a Bid.

Click Close to save the Equipment Assembly.

Inserting Equipment Assemblies into a Bid

Click the Equip Tab.

Right-click and select Insert Equipment Assembly from the Context menu.

Click on the Assembly (or Assemblies) to add to the Bid.

Click Select.

The Assembly or (Assemblies) are added to the Bid.

Enter Quantities and any other adjustments necessary - if you've saved your Assemblies with Equipment/Labor costs, be sure to double-check these so they reflect prevailing costs.

click here to view the previous article Downloading Manufacturer Assemblies and Databases Other Assemblies click here to view the next article



Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

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