Remove articles from estimate, Pick articles, Import from excel – FlexLink Configura User Manual
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In the Estimate Type field, you can select between the following options:
-
Optimization
Determine whether you want to calculate order quantity by exact product quantity or
per pack unit.
-
Cut beams
Determine whether you want to calculate order quantity by exact beam length (cut
beams) or per pack unit (3 meters).
-
Position
Here you determine which components you want displayed in the estimate sheet. On
the drawing area, it is possible to create “positions” (see Positioning Components).
This means that you create and name a specific area, in which you can include a
selection of the components on the drawing area. This way, you can specify these
products separately under individual headings in the estimate, i.e. divide the estimate
into separate sections. When a position has been created, it will be shown as an
available option in the Position drop-down list. The Default option will include
components on the drawing surface that have not been defined in a position. Total will
ignore all positions and display all components on the drawing surface.
Remove Articles from Estimate
For parts that you do not want included in the estimate, type the same negative value as
the positive value in the estimate list (under Qty) in the Corr field next to it.
Pick Articles
This is a search function for specific parts (FlexLink or external) that you want to add to
your estimate. Press one of the two the buttons Add FlexLink article or Add external
article to search for desired part (-s) and click Add.
To get a discount on the final total price, enter a percentage in the first green field of the
table in the lower right corner. Type a value, plus or minus, to round up the final total
price (below the discount field).
Note: The green fields in the estimate are always editable.
Import from Excel
This function allows you to import information from Microsoft Excel and is used when you
wish to add external articles to your estimate. Current prices for engineering, assembly,
freight and packaging are also brought in from here.
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