Follow the "Mark-ups for BOQs" & "Completing the Itemised portal" SOPs. The only difference to the portal is if we're doing a USD quote, we'll need to note FT/IN measurements instead of LM. You can convert from LM to FT with the Google calculator. Show your workings in the portal
The first quote is what the client requires to review the quantities & costs (US/UK/NZ). Any adjustments can be made to this estimate & when the client has confirmed all details are correct & they're ready to order we need to make 2 copies of this estimate.
- The first estimate is from Sculptform US for example to the client and will be in USD.
- This estimate will not require producing, only invoicing/purchasing so only has misc codes if purchasing from AU.
- If we are purchasing within US/UK we will need US/UK Items/BOMS added instead of Misc lines - see step 4.
- The second estimate is from Sculptform AU to Sculptform US and includes any material to be produced from this estimate in AU.
- Find the Item you want to purchase in US/UK.
- Clone it as per video > change location > Change from BOM to Item if we are just purchasing one item.
- If we are purchasing Ali extrustion from one company and getting it coated at another company we need to set up a BOM and add new US/UK items to the BOM.
These are the fields on the details page set up of the USD BOQ. The revision of the quote is the same, we just need to note (USD) after the estimation name. Also check that the delivery details are correct & we've chosen the delivered to site option
We then need to change all of the codes to "misc-export" codes. Change the first code to misc-export and then select this line along with the rest of the lines and hit Ctrl+D. This will duplicate any changes you've made to the first line to the following selected lines. Hit save.
As we have updated the codes, the descriptions & sale price will also update and will need to be changed back to what they were on the original quote by right clicking 'batch edit' 'mass update' 'update for misc' and hit save.
On the AUD quote, these are the fields on the details page set up. The revision of the quote is the same, we just need to note (AUD) after the estimation name. Also check that the delivery details are all free freight to nearest port. This is what we sell to SFM UK/US/NZ.
This quote will retain all of the codes but any descriptions/quantities altered to suit the imperial system will need to be changed back to metric.
You will also need to change the $ rates to AUD. For base rates you will need to ensure the original USD/GBP/NZD rates match what is on P&S currently. Convert back to AUD and enter this in to the Sculpform Global pricing on the Sculptform Calculator (link below).
Sculptform Global Pricing Calculator: https://wfarch.sharepoint.com/:x:/s/OperationsTeam/Ec9i-zwThUNHq_GclZjHcN8BJyhJ-YDuxC2b4P0kv4ZVcQ?CID=D803CEE6-2069-414D-9C74-73E531C47F5F&wdLOR=cB01A862A-C5F0-451D-A1B8-D28AA493BB30 Only edit the yellow cells
If the international pricing has been discounted, we split the discount between both the US for example & AU entities. Go to the relevant "Splitting the discounts" tab. Once the final AUD number has been calculated (L12) we can put this into the Sculptform Global pricing tab (B4)
To calculate how much to charge the other Sculptform entities for the additional components & trims, go to the "Base rate time calcs" tab. If the AUD quote isn’t a m2 rate (eg US/UK are ordering extrusion or timber locally) the items need to be sold to Sculptform UK/US at the correct pricing bracket.
If we've priced the project with older all inclusive rates, go to the "All Inclusive Rate calculations" and follow the steps.
Check the VAT/GST. GST should not be on the AUD BOQ but ensure VAT is on the GBP BOQ if it is being sold in the UK. If the order is external to the UK, leave VAT off the quote. Complete the margin check in the estimating portal.