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QB - 09.03 Refreshing a Bid's Material Pricing from Master Data

Views: 1104 Last Updated: 11/07/2022 02:11 pm 0 Rating/ Voters
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Sometimes, you may be working on an older Bid, or you duplicate an older Bid but want to update it to the current pricing in your Masters. Quick Bid provides options for updating Material pricing in a Bid, based on what is shown in your Master Item. (See Related Articles if you are looking for instruction on refreshing Labor Rates.)

See related articles for more information on the Materials Tab.

Refresh Material Prices

To set the price of all Materials in a Bid to those stored in the Master Items, click Bid > Refresh Material Prices.

You will be prompted to confirm the action.

Refreshing Material Pricing 'unaccepts' any eQuotes you previously awarded. The pricing is set to whatever is shown in the Master Item and the Supplier is removed from the Materials Tab grid.

This cannot be undone. Once you've updated the Material Pricing, you can always go back and edit pricing again and accept/award any eQuotes you see fit.

Material Swapping Rounding Quantities on the Materials Tab 

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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