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Budgeting

Budgeting

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Budgeting. What is GWPRICE for?. It is a software programme for making up Lists of materials and Quantities estimates. What does GWPRICE provide?. - PowerPoint PPT Presentation

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Budgeting

What is GWPRICE for?What is GWPRICE for?

It is a software programme for

making up Lists of materials and

Quantities estimates

What does GWPRICE provide?What does GWPRICE provide?

- With GWPRICE it is possible to produce

Lists of materials (cost estimates of the

material) from scratch or by importing files

generated by the programmes GWCAD

- GWPRICE also enables handling

customer/supplier data

General featuresGeneral features

- The programme is available on CD or can be downloaded from the Gewiss Portal

- Easy to install, use and update

PERSONAL DATA MANAGEMENT

With GWPRICE it is possible to handle the names of client, so that they can be automatically inserted in the documentation.The selection of the list can be done by a search engine

To insert new client, click on the button “New”. For each client it is possible to set personalised discounts or mark-ups

PERSONAL DATA MANAGEMENT

PERSONAL DATA MANAGEMENT

In the same way, also suppliers can be handled

PERSONAL DATA MANAGEMENT

In the Telephone book it is possible to display the complete list of all clients and suppliers

CONFIGURATION

The data of your own company can be set in the menu “Tools/Configuring” in the table “User’s data”

Other data can be set in the table “Set-up”

CONFIGURATION

“Blank” document in which to enter the codes to make up the List of materials

LIST OF MATERIALS

PRICE LISTArchive of codes (METEL list) which the programme uses to generate the List of materials

GENERAL STRUCTURE

It has a structure of 3 modules

LIST OF MATERIALSBLANK SHEET

Body: this is the “blank sheet”, the table in which to enter the codes to make up the List of materials

Total: in this module it is possible to set discounts/mark-ups on the grand total

Header: this is where the general data are entered. The customer can be selected from the personal database (“Browse”)

It has a structure of 3 modules

LIST OF MATERIALSBLANK SHEET

Body: this is the “blank sheet”, the table in which to enter the codes to make up the List of materials. In the Recapitulation you can see all the codes inserted in the whole document

Total: in this module it is possible to set discounts/mark-ups on the grand total

Header: this is where the general data are entered. The customer can be selected from the personal database (“Browse”)

Recapitulation

In the programme, there is the entire GEWISS PRICE LIST, including all the products in the 6 catalogues split by family of products.These figures cannot be altered.

LIST OF MATERIALSPRICE LIST

It is possible to display the first 100 or all the codes

A product can be selected from the PRICE LIST using a search engine that enables identifying the product either from the code or the description (or part of it), even by just using 2 key words (e.g. plate - gold)

A product can be looked for:- in the family (if known) by positioning in the relative folder- in the entire list, positioning on the price list folder

LIST OF MATERIALSPRICE LIST

The command “Align horizontally” makes it possible to see all the various windows open on the screen

LIST OF MATERIALS

To produce a List of materials from scratch, it is possible to insert the products in the “blank” table by taking them from the Price list and double clicking on the code concerned.Selecting several codes with the keys “Ctrl” and “Cap”, they can be entered in the table by just one operation (dragging them).

LIST OF MATERIALS

double click

+

It is also possible to import a List of materials generated with the GWCAD programme: - click on the “Open

Document” button- select the file

generated by GWCAD (.iem)

- “Open” (or double click on the file)

>>>

LIST OF MATERIALS

… this gives the List of materials.

At this point it is possible to repeat the operation to attach other lists to that just imported (again generated by GWCAD).

Codes can also be eliminated by highlighting them and cancelling them with the button “Del” (on the keyboard).

LIST OF MATERIALS

LIST OF MATERIALS

The List of materials obtained can be supplemented and/or altered:- other codes can be added by taking them from a list (in the archive)- other new codes can be added manually (not present in the price lists)- all the information of codes entered can be altered (data, texts, etc.)

There can also be set amounts of discount/charge for each product

The general data can be inserted through the module Header.

The client’s data can be taken (“Browse”) from the client personal data list.

LIST OF MATERIALS

LIST OF MATERIALS

In the module Total there can be set a discount or increase (in % or in Euro) on the general total

LIST OF MATERIALS

The List of materials can be structured in tree form, with an unlimited number of levels:- position the cursor on

the module “Body”- click on the button

“New” (or right mouse button)

- give a name to the new knot

New

LIST OF MATERIALS

To generate a sub-level:- position the cursor on

the knot to which a sub-level is to be added

- click on the button “New” (or right mouse button)

- give a name to the new knot

- and so forth...

New

LIST OF MATERIALS

The command Delete (or right mouse button) is for eliminating the levels generated.

The command Properties is for changing the name of the levels generated.

Delete Properties

LIST OF MATERIALS

Set discountsAfter click on the Recapitulation, using the command “Set discounts” it is possible to allocate:- personalised discounts

or charge for customers- unconditional discounts

or charge (i.e. the same for all the articles)

New

LIST OF MATERIALSPRICE LIST

It is possible to manually insert a personalised price list in which to insert new products split by family:- position the cursor on

the table “Price list”- click on “New” (or right

mouse button) and name the new price list

>>>

LIST OF MATERIALSPRICE LIST

New…- position the cursor on

the table of the new price list

- click on “New” (or right mouse button) and type out the name of the new family of products

>>>

LIST OF MATERIALSPRICE LIST

New…- click by the cursor on

the table of the article- click “New” (or righ

mouse button) and fill in all the data for the product

To insert other price lists in the programme in METEL format (.dat) or text format (.txt):- position the cursor on

the folder “Articles list”- click on “Import” (or

right mouse button)- etc.

ImportLIST OF MATERIALS

PRICE LIST

Print

LIST OF MATERIALS

Printing the list of materials can be personalised:- limits- print options (data to

print)

>>>

LIST OF MATERIALS

The print document of the list of materials can be:- viewed on screen- printed directly- exported in file for

Acrobat Reader (“pdf” image format)

- exported in file for Windows Word ( “rtf” format)

- exported in file for Windows Excel (“xls” format)

Print

MANUAL

Within GWPRICE there is a Manual available in which all the functions and commands in the programme are explained.This manual, in “pdf” format, can be viewed on screen or printed.