Suggested Step by step to setup your pricing for quotation

Step-by-Step Guide for Updating Pricing in Shedmate

1. Review every item in your Pricing Database and delete what you don't use
   1. Delete Items in your Pricing Calculations that are related to the deleted Pricing Database Items.
2. Review every item in your Pricing Calculation list (Sorting by Price Totals for efficiency - Focus on what matters and use markups for the irrelevant minor items) - Refer to ABC Curve Document.
   1. You can use the Supplier Description Field to highlight those items that need to be optimized in the future.
3. Check warnings and review groups (Markups, Taxes, Discounts)
4. Check Public Variables to ensure you have what you need for your Sales teams to quote. 
5. Export to Excel, modify and upload your pricing
6. Check the database with multiple projects so you can identify issues in your pricing database. If you have an existing business, do quotes in your current system and also in Shedmate for a few weeks to compare.
   1. While it is important to know you won't match prices from other systems with Shedmate 100%, you must reduce the variability to around 5-10%. Note: In many cases, the variation is based on generic assumptions about your current system, as Shedmate is extremely precise due to its use of the BIM Model.

1. Review and Clean Up Pricing Database 0:19

• Review every item in your pricing database.

• Delete items that you do not use to simplify your pricing.

  • Sort by category to see all Cladding items at once.

  • Example: If you only use TrimDeck and Corrugated, delete all other cladding items.

2. Review Pricing Calculations 1:43

• After cleaning the pricing database, review each item in your pricing calculations.

• Sort by price totals to identify items that influence pricing the most.

• Check for duplicated items and delete those that are not applicable.

3. Review Warnings and Groups 3:13

• Review warnings and groups in your pricing calculations.

• Note that you cannot delete directly from groups; modifications must be made in the main section.

• Clean up pricing calculations before modifying groups.

4. Check Public Variables 4:35

• Ensure you have the necessary public variables for your sales team to quote effectively.

• Sort by public status in the pricing database to review items.

• Modify or add new public variables as needed.

5. Test with Multiple Projects 5:22

• If you are an established business, use your old system alongside Shedmate for at least one month to compare results (as Shedmate is auditable visually, you might even find erros on your own systems).

• Look for variations in pricing and do not expect a 100% match, as differences in technology may result in discrepancies.

• Aim for a comfortable margin (e.g., 5% difference) and adjust your markup accordingly to cover any unforeseen items during the transition.

6. Save and Load Testing Database 7:15

• Save your modified database with a new name for testing.

• Load the testing database in multiple projects to see how changes affect pricing.

• Check for any unquantified items while testing the database in multiple different projects (Vary typology - Skillion x Gable, TH x Z purlins and girts, etc. 

7. Generate Unquantified Items Report 8:14

• Generate unquantified item reports to identify any missing items.

• Review the Pricing Calculations to ensure all necessary items are included in your quotations.