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Budgeting

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

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Budgeting

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  1. Budgeting

  2. What is GWPRICE for? It is a software programme for making up Lists of materials and Quantities estimates

  3. 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

  4. General features • The programme is available on CD or can be downloaded from the Gewiss Portal • Easy to install, use and update

  5. 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

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

  7. PERSONAL DATA MANAGEMENT In the same way, also suppliers can be handled

  8. PERSONAL DATA MANAGEMENT In the Telephone book it is possible to display the complete list of all clients and suppliers

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

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

  11. GENERAL STRUCTURE LIST OF MATERIALS “Blank” document in which to enter the codes to make up the List of materials PRICE LIST Archive of codes (METEL list) which the programme uses to generate the List of materials

  12. LIST OF MATERIALSBLANK SHEET It has a structure of 3 modules Header: this is where the general data are entered. The customer can be selected from the personal database (“Browse”) 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

  13. LIST OF MATERIALSBLANK SHEET It has a structure of 3 modules Header: this is where the general data are entered. The customer can be selected from the personal database (“Browse”) Recapitulation 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

  14. LIST OF MATERIALSPRICE LIST 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. It is possible to display the first 100 or all the codes

  15. LIST OF MATERIALSPRICE LIST 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

  16. LIST OF MATERIALS The command “Align horizontally” makes it possible to see all the various windows open on the screen

  17. 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 anddouble 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). + double click

  18. LIST OF MATERIALS • It is also possible to import a List of materials generated withthe GWCAD programme: • click on the “Open Document” button • - select the file generated by GWCAD (.iem) • - “Open” (or double click on the file) • >>>

  19. LIST OF MATERIALS … this gives the List of materials. At this point it is possible to repeat the operation to attach other liststo that just imported (againgenerated by GWCAD). Codes can also be eliminated by highlighting them and cancelling them with the button “Del” (on the keyboard).

  20. LIST OF MATERIALS • The List of materialsobtained 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

  21. LIST OF MATERIALS The general data can be inserted through the module Header. The client’s data can be taken (“Browse”) from the client personal data list.

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

  23. LIST OF MATERIALS New • The List of materials can be structuredin 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

  24. LIST OF MATERIALS New • 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...

  25. LIST OF MATERIALS Delete Properties The command Delete(or right mouse button)is for eliminating the levels generated. The command Propertiesis for changing the name of the levels generated.

  26. LIST OF MATERIALS Set discounts • After 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)

  27. LIST OF MATERIALSPRICE LIST New • 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 • >>>

  28. 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 • >>>

  29. 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

  30. LIST OF MATERIALSPRICE LIST Import • 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.

  31. LIST OF MATERIALS Print • Printing the list of materials can be personalised: • - limits • - print options (data to print) • >>>

  32. LIST OF MATERIALS Print • The print document of the list of materialscan be: • - viewed on screen • - printed directly • - exported in file for Acrobat Reader (“pdf” image format) • - exported in file forWindows Word ( “rtf” format) • - exported in file forWindowsExcel (“xls” format)

  33. 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.

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