How to view an estimate by room, supplier and order priority
One estimate is needed in different views: for the client, for purchasing and for counting money. ArchiBoard lets you switch view modes, grouping and filters so you can quickly get the information you need.
- 1
Choose the view mode
Use the «Estimate view mode» switch. Choose «Specification» to see what is needed and how much, without internal financial data. Choose «Economics» to see purchase prices, markup and profit.
- 2
Preliminary or approved estimate
To see all proposed items, choose «Preliminary». To see only the items already approved by the client, choose «Approved».
- 3
Group the items
Choose «By room» to see the estimate split by room with a total for each. Choose «By category» to group items by type, also with totals.
- 4
View by order priority
To see items sorted by when they need to be ordered, use «By order priority».
- 5
Filter by status and supplier
Use «Filter by status» to see items with a particular status. To see all items from one supplier — for example, to put together an order — use the «By supplier» filter.
- 6
Choose the columns
Turn column groups on or off with the checkboxes: Description, Finances, Delivery, Payment. This lets you tailor the estimate to the task at hand.
Good to know
- Items without a room (for example, after an import) are collected in the «No room» block. You can move them to the right rooms by hand.
- The estimate header and toolbar stay in place when you scroll, which makes long estimates easier to navigate.
Related guides
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