Overview

Enabling

Utilizing

Estimate charges like Shop Supplies, Hazardous Waste, Freight, Taxes, and Core charges can be easily edited by clicking the "UPDATE CHARGES" button in the Totals Summary section to the left of the Total.

Clicking the "UPDATE CHARGES" button will open the corresponding popup. If charges are calculated through integration with a DMS, a message will appear to indicate this. To override the calculated amount, check the "Fixed Price" box. This will activate the amount field, allowing you to enter the new amount. This option is available for Shop Supplies, Hazardous Waste, and Taxes. If you need to include freight charges, enter the amount in the "Freight" field. Additionally, if cores are included, you can change the core price and quantity.

As changes are made, the estimate total displayed at the bottom left of the popup will be updated, as will a calculation of how much the estimate increased or decreased based on these changes.

Once the desired changes are made, click the "SAVE" button to apply them to the estimate.