Friday, June 11, 2010

Adding Products to the CTi Estimator

Periodically, you may want to establish a new product estimate for your software. Whether it’s a minor modification such as installing the Hallmark System with Pro Seal 200 as the sealer or an entirely new product line such as the Euro Bond System, both can be added relatively easily to the Estimator.

Step 1: To add the Euro Bond countertops to the Estimator, you will need to add the component materials to the program. This consists of the Euro Blend Dry Mix, the Euro Blend wet component, the Euro Color, and the sealer you prefer to use (Rapid Armor is most popular). Choose "square foot" as your measurement to keep things consistent. On the left hand side of the main screen of the Estimator, under the "Administrative Section", click on "Control Panel". In the middle column of choices, under the "Add New" section, choose "Material". This will bring up a new screen where the program will ask you for the information listed below:

  • Name of the Component
  • Retail price per linear foot (the price you want to sell to the customer)
  • Cost per linear foot (your cost per foot for that particular component)
  • Preferred Supplier (CTi is the default)

Step 2: Once you’ve added each of the components involved, go back to the main page of the Estimator program. On the left hand side, in the "Administrative" Section, click on "Control Panel". In the middle column of choices, under the "Add New" section, click on "Product (Formula)". This will bring up a new screen where you will enter the name for your product (i.e. Euro Bond with Rapid Armor Sealer), determine the measurement you would like to use (square footage, linear footage, etc.), determine the retail price per your measurement and choose a picture for your icon on the main screen. You can also enter a description if you like to make it easier to understand what product is being estimated. Once you’ve entered this information, click on the "Add Product (Formula)" button in the lower right hand corner.

Step 3: Once you clicked on the "Add Product (Formula)" button, a new screen will appear where you will add the products associated with the installation of this product. In the "Materials in This Product (Formula)" section, click on the "Add New" link. This will bring up a new screen where the program will ask for the product you want to add. Provided you’ve added the products in Step 1, they will appear in the drop down menu. Scroll down and add each of the components listed above individually along with the coverage of each.

Coverage for the Euro Bond Components is as follows:

  • Euro Blend Dry Mix: 50 s/f per 5 gal. Bucket
  • Euro Blend Wet Component: 50 s/f per 2 gal.
  • Euro Color: 50 s/f per 2 oz of color combined
  • Rapid Armor: 100 s/f per gal.

Once you’ve completed Step 3, your new product will appear on the main screen during the start up of the program. Choose the product and enter the area and square footage as normal and the program will calculate the new product’s information.

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