Create manufacturing estimates for new items. Control costs and markup for fixed and variable cost elements. Integrate estimating with quotes with embedded CRM.
Gain the flexibility to create detailed manufacturing estimates quickly. With the Estimating module, you can improve the accuracy and turnaround times of all your manufacturing estimates. This solution takes into account every aspect of estimating, including material, overhead, labor, and other miscellaneous costs.
Once you confirm an estimate, you can easily convert it to a bill of material or sales order. Your team can calculate costs and prices for new or existing parts using data such as material costs, work center rates, and overheads. Save even more time with the option of linking your estimate to a quote or opportunity in CRM.
Prepare estimates for existing or custom items. Create a simple, quick summary estimate or a detailed estimate using a bill of material structure.
Create a new estimate by simply copying or modifying an existing estimate, bill of material, or production order bill of material.
Make multiple revisions of the same estimate while maintaining a history of the revisions and who created them. Generate more accurate estimates of expected labor, material, and overhead costs.
Estimate items not currently in your inventory. Attach notes, files, and item attributes to the estimate.
Easily convert non-inventory items to inventory stock or nonstock items. Create inventory items and generate a bill of material from an estimate.
Create a production order directly from an estimate.
Attach an estimate directly to a sales order or an opportunity in Acumatica Customer Management. Create a sales order directly from the estimate.
Mark-up material, labor, overhead, and tooling by a percentage or a fixed amount and make final mark-up adjustment to the finished good to improve profits.
Easily create estimates from all your company locations.
Leverage marketplace CAD connectors to create a bill of material and routing from internally created or customer-provided engineering drawings for new part estimates.
Save time with manufacturing side panels providing direct access to estimate operations, estimates, business accounts, opportunities, sales orders, projects, and project tasks without leaving data entry screens.
Leverage role-based dashboards, flexible Generic Inquiries, and reports to monitor estimate status with insights into estimate conversion rates and analysis of estimated versus actual production costs.