Complete Costing

Learn how to process costing requests in PackWares CMS. Complete the costing process to enable quotation generation.

Accessing Costing Requests

Step 1: Open Costing Request

Click on Costing Request from the menu.

Step 2: View Pending Requests

View list of requests pending for your action.

Step 3: Open Request

Open the one you want to work on.

Review and Update Details

Step 4: Check Basic Information

Review the basic information for the request.

Step 5: Check Box Design

Check Box Design & Dimensions. Edit if required.

Step 6: Verify Dimensions

Verify all dimensions are correct. Edit if required.

Step 7: Check Board Specifications

Check Board Specifications. Edit if required.

Step 8: Update Process Cost

Check and update Process Cost as needed.

Finalize and Send

Step 9: Review Final Price

Review the final calculated price.

Step 10: Save and Send

Scroll up and click Save and Send to Sales to complete the costing.

What's Next?

After completing costing, the sales team can:

• Review the finalized pricing
• Generate quotations for customers
• Track deal progress through the pipeline