Visualorc is specific software for preparing product-oriented estimates, using database technology.
Its functionality is based on the simultaneous use of two databases, the one corresponding to the general database of the company, called "Database" and the database corresponding to the estimating job, called "Estimate".
The Database contains the basic information used in the composition of prices, accessed by all users, but only modified by the System Administrator.
The Estimate corresponds to the specific database of the job and contains, in addition to all data relating to activities and resources, the sales list to be presented to the client. All modifications made to the working estimate affect only the estimate data and therefore do not change any information in the Database.
HOW TO BEGIN
Select a database to start your estimate. The selection is made only at the 1st start of the program. If you want to select another database later, go to Files / Database / Open and select another database.
Then, open an estimate(Files / Open Estimate).
Open the Unit Price Bill window (Estimate / Unit Price List)
Edit and modify the prices of the items by double-clicking with the left mouse button on an item. Insert new activities and resources in the article you edited. Toggle between entering estimate/ database activities / resources.
Enter direct prices. Click on the 'direct price view' button and enter direct prices in the yellow column, reporting them to a type of direct price. If you want you can create new types of direct prices (Estimate/ Direct Prices).
Insert mark up. Click on the 'mark up' button, select one or more articles and enter the margin to apply to each article. If you want to select all articles, click on the 'markup' heading and enter the makup to apply to all articles.
Review and optimize the estimate using the information boards:
Activities (Estimate / Activities)
Resources (Estimate / Resources), which includes materials, labor, workers, subcontractors and equipment.
Direct Prices (Estimate / Direct Prices)
Review the budget summary (Budgets / Budget Summary). The creation of chapters is controlled by the chapter levels in the unit price list, using the 'increase and decrease chapter level' buttons.
Consult the budget properties (Budgets / Properties), where the values referring to the resources and margins of the budget are indicated
Finally, print the budget (Files / Print) or by clicking the Print button, choosing the type of printing you want. Before printing, the print preview will be displayed.
The Estimate structure is as follows:
Unit Price List
The unit price list consists of a set of items and represents the final sales list to be presented to the customer.
Each article can be composed of activities and resources, built in the Estimate or imported from the Database. It may also consist of a direct price.
Activities are composed of other activities and resources. They can be built on Estimate or imported from a Database.
The simple resources are divided into 5 types: materials, labor, tasks, subcontractors and equipment. They can be built in the Estimate or imported from a Database (indirectly by importing activities)
Direct prices are the prices entered directly by the user in the Estimate, without composition using resources.
The groups table has the purpose of organizing the data (activities and resources) and is imported from the Database.
The structure of the Database is as follows:
Activities are composed of other activities and resources.
The simple resources are divided into 5 types: materials, labor, tasks, subcontractors and equipment.
The group table aims to organize the data of activities and resources.