Rates, times and quality

How Quoting rules is laid out

• Materials and Machines: the resources the shop works with.
• Finishing: the shop's own list of external operations and subcontracting.
• Pricing & margin: the commercial parameters.
• Operation times: the unit times the machining model is built from.
• Quality classes: the multipliers for tightened requirements.
• Safety gates: when a quote waits for a person (described on its own page).
• Import and export: the price list in and out as CSV files or as one JSON document (described under Integrations).

Pricing & margin

The section contains:

• the margin in percent on top of the manufacturing cost;
• the VAT rate;
• the minimum order value;
• the small-batch multiplier and its quantity threshold;
• the tooling cost per batch;
• lead times: standard, and express with a percentage surcharge;
• delivery, added to the order total: parcel or pallet, by the mass and size of the batch;
• the “Material procurement” group: the procurement overhead and the cost per batch, the two charges for cutting a blank to size (per order and per piece), and the minimum bar offcut with the bar diameter it applies up to;
• the calibration multiplier, which the Calibration tab sets and which can also be edited by hand.

Operation times

The section contains:

• setup time per fixturing;
• CAM programming per batch;
• operator handling per piece and fixturing;
• the minimum cycle;
• first-article inspection;
• tapping, per thread and per millimetre of depth;
• external threading;
• hole fits;
• per-surface tolerances;
• the finishing speed factors for flat and freeform faces;
• the batch effect: how much faster roughing becomes at higher quantities.

The finishing rate and the stock allowance are not in this section. They are set per material, in the material editor.

Quality classes: tolerances, roughness, fits

Multipliers increase the machining time for tightened requirements:

• ISO 2768-1 tolerance classes (dimensions);
• ISO 2768-2 tolerance classes (form and position);
• Ra roughness;
• ISO 286 hole fits (H6 to H9);
• tolerances of individual surfaces the customer selects on the 3D model.

The standard classes (m, K, Ra 3.2) have a multiplier of 1.0. A tighter class increases the machining time. By default, a coarser class (c, v, L, Ra 6.3, Ra 12.5) reduces it slightly, with multipliers from 0.9 to 0.95.

Subcontracted operations

Anodising, zinc plating, hardening, a CMM report and other external operations are defined in the shop's own list. Each operation has a cost per kilogram, a cost per square decimetre and a fixed fee per batch, which are added together, and its effect on the lead time. The customer selects operations in the configurator as finishing options, and their days are added to the delivery date.

An operation can be hidden from the customer, for example a subcontracted step or a surcharge the shop does not want to itemise. A hidden operation:

• cannot be selected by the customer;
• does not appear on the quote or in any e-mail;
• has its cost spread over the other lines of the quote;
• is added to a quote by a technologist in the panel, where the price breakdown shows it as a separate line.