Sites Price Submissions

The first Price Submission for a Site is automatically created by the system when the Site status changes from Tender to Active. The Sales Price for a Build Stage, Material or Labour Item is calculated by applying the Site’s Markup to the Total Actual Cost.

To create a new Price Submission, the user must enter Edit mode and select the Create Submission button. The system will then automatically navigate the user to a new Price Submission record, opening it on the Price Submission Details page.

To create a new Price Submission, all Materials assigned to Plots on the Site must have a defined Cost. If any Materials are missing Costs, the Create Submission button will be hidden.

The Price Submissions table includes several columns that display key information for each Price Submission, as outlined below:

• Submission Number – This displays the unique Submission Number for the Price Submission, which is automatically generated by the system when the submission is created. It is also possible for an entry in this column to be marked as IMPORTED if a user has performed a Submission Import. Additionally, when a Site’s Status is set to Completed in the Site Details page, the system automatically generates a Price Submission with COMPLETED as the Submission Number.
• Material Costs – This displays the total Estimated Cost of all Materials included in the Price Submission, as detailed on the Price Submission Materials page.
• Labour Costs – This displays the total Estimated Cost of all Labour Items included in the Price Submission, as detailed on the Price Submissions Labour Items page.
• Sales Prices – This displays the Total Sales Price for the Price Submission, including the Sales Prices of all Build Stages within the submission.
• Submitted Date – The Submitted Date indicates the date on which the Price Submission was created.
• Agreed Date – The Agreed Date indicates when the Price Submission was approved, which is set within the Price Submission Details page.

When a Site’s Status is set to COMPLETED in the Site Details page, the system automatically creates a new Price Submission with the Submission Number set to COMPLETED. This Price Submission is not marked as agreed by default and contains all finalised Sales Prices, Unit Costs, Unit Prices, and Quantities for the Site.

Price Submissions Details

The Price Submission Details page displays three key pieces of information: Site, Submitted Date, and Agreed Date.

• Site – Displays the name of the Site associated with the Price Submission.
• Submitted Date – Displays the date the Price Submission was created.
• Agreed Date – Displays the date the Price Submission was marked as agreed. By default, this is shown as 00/00/00, as submissions are not initially agreed and must be manually confirmed by the user.

To mark a Price Submission as agreed, the user must enter Edit mode and select the Mark Agreed button. Once selected, the system immediately marks the Price Submission as agreed and updates the Agreed Date with the date of confirmation.

Once a Price Submission has been agreed, all Costs and Prices within that submission are locked. To reflect updated Costs or Prices, a new Price Submission must be created.

Price Submissions Build Stages

The Price Submission Build Stages page allows users to View and Edit the Sales Price for each non-deleted Build Stage on the Site.

The Build Stages section also includes a Quick Search feature, which filters results based on the Build Stage column.

The Build Stages table contains three columns: Plot, Build Stage, and Sales Price, which are described below:

• Plot – Displays the Plot associated with the Build Stage.
• Build Stage – Displays the Build Stage to which the Sales Price applies.
• Sales Price – Displays the Sales Price assigned to the Build Stage.

The user can enter Edit mode, where the Sales Price column becomes editable for each row. They can input a value for each Build Stage, and upon agreement of the Price Submission, those values will be applied as the Sales Prices.

When a Sales Price is manually entered for a Build Stage, the value is displayed in bold to indicate that it has been manually entered.

In Price Submissions, the Sales Price for Build Stages does not decrease when a lower Material Cost is imported within a Price Import or when the Cost of a Labour Item is reduced.

If a user performs a Sales Import, the Build Stage Sales Price column will update to reflect the imported Sales Price for the relevant Build Stage, provided the Price Submission has not already been agreed.

Price Submissions Materials

The Price Submissions Materials section provides a financial overview of each Material available on the Site. The table includes the following columns.

The Price Submissions Materials section contains a Quick Search feature which targets the Name, Make, Unit, Code & Category columns.

• Name – Displays the Material Name as shown in the Materials section.
• Make – Displays the Material Make as shown in the Materials section.
• Unit – Displays the Unit of measurement as shown in the Materials section.
• Code – Displays the Material Code as shown in the Materials section.
• Category – Displays the Material as shown in the Materials section.
• Supplier – Displays the Supplier associated with the Material. The Supplier shown is determined by the Build Stage to which the Material has been added and the Supplier configured for that Build Stage.
• Cost – Displays the unit Cost for each Material. The value shown is the Cost configured for the Material for the Supplier it is associated with. If a Material Cost has been imported through a Submission Import, the displayed Cost may reflect the imported Cost instead of the configured Supplier Cost.
• Price – Displays the unit Price for each Material. The value shown is calculated by applying the Markup percentage configured in the Site’s Tender tab to the Material Cost. If a Material Price has been imported through a Submission Import, the displayed Price may reflect the imported Price instead of the calculated Supplier Cost plus Markup.
• Quantity – Displays the total Quantity of the Material allocated across all Plots on the Site.
• Estimated Cost – Displays the total Estimated Cost for each Material, calculated by applying the Material Cost to the allocated Quantity.
• Actual Cost – Displays the total Actual Cost for each Material. This is calculated as the Cost of Materials already purchased through Purchase Orders at the Cost applied at the time of purchase, plus the Cost of any remaining unordered Quantity at the current Material Cost.
• Total Price – Displays the Total Actual Price for each Material. This is calculated as the Price of Materials already purchased through Purchase Orders at the Price applied at the time of purchase, plus the Price of any remaining unordered Quantity at the current Material Price.

Price Submissions Labour Items

The Price Submissions Labour Items section provides a financial overview of each Labour Item available on the Site. The table includes the following columns.

The Price Submissions Labour Items section contains a Quick Search feature which targets the Name & Code columns.

• Name – Displays the Labour Item Name as defined in the Labour Items section.
• Code – Displays the Labour Item Code as defined in the Labour Items section.
• Category – Displays the Labour Item Category, which is derived from the Category dropdown in the Labour Items section.
• Cost – This figure represents the unit Cost for each Labour Item, derived from the Cost field in the Labour Items section. If a Labour Item Cost has been imported through a Submission Import, the imported value will be shown instead of the Cost defined in the Labour Items section.
• Price – Displays the unit Price for each Labour Item, calculated by applying the Site’s Markup set in the Tender section to the unit Labour Cost. If a Labour Item Price has been imported via a Submission Import, the imported value will be shown instead of the calculated Cost plus Markup.
• Quantity – Displays the total Quantity of the Labour Item allocated across all Plots on the Site.
• Estimated Cost – Displays the total Estimated Cost for each Labour Item, calculated by applying the Labour Item Cost to the allocated Quantity.
• Actual Cost – Displays the total Actual Cost for each Labour Item. This is calculated as the Cost of Labour Items already submitted through Work Submissions at the Cost applied at the time of the submission, plus the Cost of any remaining unsubmitted Quantity at the current Labour Item Cost.
• Total Price – Displays the Total Actual Price for each Labour Item. This is calculated as the Price of Labour Items already submitted through Work Submissions at the Price applied at the time of the submission, plus the Price of any remaining unsubmitted Quantity at the current Labour Item Price.