BOS ERP module
Estimating & Quoting
The Estimating functionality delivers fast, accurate, and configurable quoting tools for a wide range of industries. Whether using fixed templates or custom-built models, the module ensures reliable costing, flexible pricing, and professional quote outputs — tightly integrated with cost centres, sales, and production.
Discover how these cutting-edge solutions can transform your organisation.
General
- Fixed Estimating Models for Key Industries — use ready-built templates for Print, Packaging, Signage, Corrugated, Labels and other sectors to quote quickly and accurately with built-in costing logic.
- Custom Estimating Structures — build flexible models for non-standard, niche, or complex jobs to cover all quoting scenarios.
- Checklist-Driven Workflow — guide estimators through a consistent process with standardised input fields and validation.
- Approval and Review Controls — ensure quotes are reviewed and signed off internally before being sent to clients, reducing risk and errors.
- Full Audit Trail — track all estimate versions, approvals, and pricing logic for complete accountability and traceability.
- Reporting and Analysis — track quoting performance, win/loss rates, turnaround times, and profitability to identify trends and improve estimating accuracy.
Costing Logic & Accuracy
- Integrated Cost Drivers — dynamically calculate costs based on material use, labour, setup time, machine availability, and outsourced components.
- Cost Centre Integration — allocate operations, machine time, and labour to specific cost centres, ensuring realistic and resource-aware estimates.
- Real-Time Costing Feedback — pull live material and resource costs from inventory and production to maintain up-to-date pricing.
- Real-Time Profitability View — see live margin and profit feedback while building the quote to ensure pricing decisions support business goals.
- What-If Scenario Testing — instantly adjust variables like quantity, materials, or methods to compare cost outcomes and optimise quotes.
Pricing & Customer Rules
- Customer Price List Integration — automatically apply contract pricing, discounts, and tiered structures based on the customer's profile.
- Quantity-Based Pricing Models — offer scalable pricing for different volumes without compromising on margins or accuracy.
Quote Output & Follow-Through
- Product-Based Quoting — create fast, consistent estimates by quoting directly from items, inventory, or BOMs, with full integration to production and costing.
- Standard Job Templates — use predefined templates for commonly repeated jobs, reducing setup time while maintaining cost reliability.
- Editable Quote Revisions — maintain version control by revising quotes with full visibility of changes, history, and audit trails.
- Branded Quotation Outputs — generate professional, branded quote letters including terms, pricing details, visuals, and customer information.
- Quote-to-Order Conversion — convert approved quotes directly into sales orders, job cards, or production instructions — no double capture required.
Reports and Dashboards
- Management Reports — comprehensive management reports with customisable output formats, offering critical insights for decision-making.
- Entity or Group Reporting — consolidated group reports and entity-specific reports, enhancing overall visibility and detail.
- Interactive Reports and Dashboards — interactive reports with drilldown, sorting, grouping, and filtering features, facilitating deeper analysis.
- Customisable Output — customisable report outputs in multiple formats, meeting specific reporting requirements and enhancing flexibility.