How to Create a Quote in E2 Shop System
how to create a quote in E2 Shop System
Also searched as
- E2 Shop System estimate to job order
- E2 Shop System quoting module how to
- convert E2 quote to sales order
- E2 Shop System RFQ entry steps
Short answer
A quote in E2 Shop System starts with a header identifying the customer and part, then adds routing operations with time and rate, material and outside processing costs, and a markup to reach a sell price. Once accepted, the quote converts directly into a job or sales order so the estimate carries forward as the job's cost basis.
Applies to: E2 Shop System (Shoptech, now part of Global Shop Solutions), used by job shops and contract manufacturers for RFQ-to-job workflows.
Build and convert a quote in E2 Shop System
- 1Open the Estimating module and create a new quote header, entering the customer, part number or description, quantity break levels, and the requested due date from the RFQ.
- 2Add each manufacturing operation to the quote's routing in sequence (for example, cut, mill, deburr, inspect), with an estimated setup time and run time per piece for each.
- 3Apply labor and machine rates to each operation so the routing rolls up into an estimated labor and overhead cost per quantity break.
- 4Add raw material lines with quantity, unit cost, and scrap allowance, pulling from existing material records where the part or stock size already exists.
- 5Add any outside processing steps (plating, heat treat, anodizing) as separate cost lines with an estimated vendor cost and lead time, since these affect both price and the quoted delivery date.
- 6Apply your shop's markup or margin target to roll the estimated cost up to a sell price, checking the price at each quantity break the customer asked for.
- 7Print or export the quote for the customer, and record the sent date so open quotes can be tracked and followed up.
- 8When the customer accepts, convert the quote directly into a job (or a sales order that generates the job), which carries the routing, material, and cost estimate forward as the job's baseline.
Why the quote becomes the job's cost baseline
E2 Shop System is built around estimating driving job costing, not just pricing. When a quote converts to a job, the routing operations, estimated hours, and material lines entered at quote time become the standard the job is measured against once actual labor and material transactions start posting.
This is why getting the routing and rates right at the quoting stage matters beyond just winning the work - a sloppy estimate makes every job cost variance report against it look wrong even when the shop actually performed well.
Quantity breaks and setup amortization
Job shops quote in quantity breaks because setup time gets amortized differently across volumes - a 10-piece run absorbs the same setup cost as a 100-piece run, which changes the per-piece price significantly. E2's quoting lets you enter setup once per operation and let the system spread it across each quantity break you quote.
Quoting only a single quantity when the customer is comparing volume pricing is a common mistake; walking through the quantity break fields at quote entry avoids a slower re-quote cycle later.
Outside processing and lead time in the quote
Outside processing costs (plating, heat treat, special coatings) need to be estimated with realistic vendor pricing and lead time, since they both raise the quoted cost and extend the promised delivery date. Underestimating outside process lead time is one of the more common reasons a shop misses a quoted ship date even when in-house operations ran on schedule.
Common pitfalls
- !Entering routing time estimates from memory instead of pulling actual historical run times for similar parts, which skews every quantity break.
- !Forgetting to add scrap allowance to material lines, understating true material cost on parts with a tight tolerance or difficult process.
- !Quoting a single quantity when the RFQ asked for multiple quantity breaks, forcing a manual re-quote later.
- !Leaving outside processing lead time out of the quoted delivery date, causing the shop to miss ship dates that were never realistic.
- !Not updating the standard quote markup after material or labor rate increases, so the shop is unknowingly quoting thinner margins over time.
How an ERP-grounded AI assistant handles this
ERPray grounded on E2 Shop System's historical job cost data can suggest realistic routing times and material costs for a new quote based on similar parts the shop has actually run, instead of an estimator guessing from memory, and can flag when a proposed markup would price a job below the shop's recent actual margin on comparable work.
Frequently asked questions
Does E2 Shop System automatically convert an accepted quote into a job?
Yes, an accepted quote converts directly into a job (or the sales order that spawns the job), carrying the routing, material, and cost estimate forward so the job is measured against the original quote.
How should I handle outside processing costs in a quote?
Add them as separate cost lines with a realistic vendor price and lead time. They affect both the sell price and the delivery date you can promise, so underestimating either causes problems later in the job.
Why does my quoted price change so much between quantity breaks?
Setup time is largely fixed per operation regardless of run quantity, so it gets amortized over fewer or more pieces depending on the quantity break, which is why low-volume quotes often carry a much higher per-piece price.
Can I revise a quote after it has been sent to the customer?
Yes, quotes can be revised before acceptance. It is good practice to keep a revision history so you can see what changed between what was originally quoted and what was ultimately accepted.
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