How do I send a fixtures schedule to my supplier?

1. On the section with your fittings, set Prices as to Fixtures and fittings, beside the print setting. Its lines get one more column, headed Supply / Install.
2. Mark each fitting as supply, and the labour to fit it as install. They are separate lines because a builder reads, decides on and can award them separately. A merchant prices the supply half.
3. Press Send this schedule out for pricing, under the section. If nothing is ready to go, the panel tells you what is missing. It does not refuse without a reason.
4. Pick which of your tender documents goes with it. The list shows the drawings and schedules linked to this revision under Tender Docs. The one you pick is named in the message, so the merchant knows what to look for.
5. An email link cannot carry a file. YourCA names the document, and you attach it yourself.
6. Tick as many suppliers as you like from your own directory. Most trades have three who price everything.
7. For a merchant who is not on your list yet, type their name and email under Or someone else. To keep them, tick Add them to my suppliers list.
8. Say when you need the price back. Add any message you want. Then press the button. Your email opens with the message written and the fittings listed. You send it.
9. Upload the price list itself in company admin, under Rates, then Price lists. Pick the merchant it came from, say what the list is, and paste it in.
10. YourCA reads it back to you before it saves anything. You see every price it understood and every row it could not read. Nothing is stored until you press save.
11. If the merchant is not in your directory yet, press New merchant beside the picker. Type their business name and press Add and pick. Procurement uses the same row, so you do not type Reece into two places.
12. If the merchant stated a start date for the prices, enter it under Good from. YourCA never guesses it. A list dated on the day you pasted it would say March prices started in September.
13. To price from the list on any line, press Price the labour and materials for this line. Use the supplier price list boxes under the parts.
14. Type a word or two into Search for. YourCA searches every list you hold at once. Pick the fitting. Its cost fills in, with the merchant and the list recorded beside it.
15. Set Merchant to one of your merchants to search only their lists. Do this when two merchants stock the same fitting at different prices.
16. Leave Search for empty to read down their whole list. It says Everything on this list when it shows all of it. It says The first 40 on this list when there is more. A long list never looks as if the fitting is not stocked.
17. Your price lists, under the boxes, takes you to where the lists are kept. Use it when you find a price that is out of date. Back returns you to the quote.
18. A merchant price is the price for ONE item, so YourCA multiplies it by the quantity on the line. Twelve pan suites at A$742.00 each fill in as A$8,904.00 of materials.
19. Under the figure, it shows the working, 12 x A$742.00, so you can check it. A line with no quantity is one lump, so the price fills in once.
20. If you change the quantity later, the picked figure follows it. This is true whether the quantity was there when you picked or not. If you type over the figure yourself, it stops following. A typed amount is what that part costs on this line, not a merchant's price for one.
21. If a part is not one per unit of the line, give it its own count in the Qty box on its row. Three bathrooms rarely take three of every fitting. Six floor wastes across those three is 6 x A$41.00. If the line goes to five bathrooms, that part stays at six until you change it.
22. Empty that box, and the part goes back to the line's own number.
23. Upload a new list whenever one arrives. Nothing is overwritten. The old list stays exactly as it was, because a quote you priced in March must still say what March cost. The picker offers the newest list from each merchant.
24. Every list you hold is under the form. Each says whether YourCA prices from it. In use means the picker reads it. Superseded means a newer list from that merchant took over. YourCA keeps this one for the quotes already built against it.
25. Press a list to read what is on it. Type a word to find one fitting among thousands. You can rename it or correct the date at any time. Newer list starts a new upload from the same merchant.
26. When something small changes, correct it on the row. Press the code, the name, the unit or the price. Type over it, and press Enter or press somewhere else. Escape puts it back.
27. The next time you pick that fitting, it fills in as corrected. A quote already priced from the list keeps its old price, because a pick copies the price onto the line.
28. To add a fitting the merchant left off, press Add a line above the list. Type its code, what it is, its unit and its price into the new row. Press Add or Enter.
29. Remove, at the end of a row, takes that fitting off after you say yes. Neither change touches a quote already priced.
30. A supplier's own lists are also on their record. In company admin, open Who you work with, then Suppliers. Press the supplier's name.
31. The record shows only the lists that supplier sent, with the same form to add one and the same controls on each. The line under their name in the list says how many lists they have.