Quoting in Global Shop Solutions? Test drafts against quotes your estimators already sent.

Your estimator reads the print and the buyer's quantities, then looks for a router or estimate the shop already has for that part, or for one close to it. A machined bracket may need nothing more than a single-level estimate. A welded frame, or an assembly with bought-out hardware, needs the bill of materials too, with a router for every component you make. Each quantity is worked through in turn, and then the quote goes out.

For the test, AI reads copies of those RFQs and drafts each quote the way your estimates hold one: the bill of materials where there is one, every router's sequences with their material, labor and outside services, and the price at each quantity, with the source of every number shown. Nothing is entered in Global Shop, and no quote is marked won or lost. Then your reviewer goes through the drafts one by one, each next to the quote that left your shop, which is the answer key.

Single level, or the whole BOM. Global Shop's estimating sheet says quotes are generated from single-level and bill-of-material estimates and routers. A one-piece part is quoted from one router. On an assembly, each made component carries its own router, bought parts carry their purchase cost, and the assembly's own labor sits on top. Most misses on assembly quotes are a component left off the structure or hardware priced at an old cost. The draft builds the BOM from the drawing and parts list, names the existing estimate or router it used for each component, and lists any component it could not match to one.

The router holds material, labor and outside services. Global Shop describes a router as the tasks, workcenters and sequence for a product, and its routing template includes material, labor and outside services sequences, with comments or text blocks to spell out an operation. So a send-out for plating or heat treat sits on the router as a sequence of its own, not as a note in the margin. The draft writes every sequence in the order your routers use, with its workcenter, its hours and where those hours came from, and gives each send-out its own sequence, priced from a vendor quote in your sample or marked as still open.

Units, calculators and setup frequency. Global Shop's routing sheet lists materials in more than one unit of measure, material quantity price breaks, labor setup frequency and advanced material calculators. Each is somewhere a quote can drift: steel bought by the pound but used by the foot, a price break the order never reaches, a setup counted once for the order when the floor will set up again for every lot. The draft shows the unit each material is bought and used in, the conversion it applied, the break it priced at, and how many setups it counted at each quantity, so your estimator checks the arithmetic, not just the total.

Repeat routers that take in the floor's hours. Global Shop says repeat routers can be updated with actual averages from completed work orders, and that estimated and actual time can be compared for each job sequence. That helps when the recent runs were typical and misleads when one bad run sits inside the average. For a repeat part, the draft lists the router hours it quoted from and, beside them, the hours logged on the last completed work orders in your export, so your reviewer can see which figure your estimator chose to trust.

A won quote writes forward. Global Shop says winning a quote can create the sales order automatically and turn a prospect into a customer, and that work orders can be created only against completed BOMs and routers. A quote built on an unfinished router therefore has to be finished before the job can start. Each draft says whether its BOM and every router would count as complete, or names the sequence still open. Your reviewer, usually the estimator who builds Global Shop quotes most days, goes through the BOM, the router sequences, the units and setups, and the price at each quantity.

If the drafts meet the success criteria, every new RFQ gets one for about 30 days.

Your estimator reviews, reprices or discards each draft and builds the real quote in Global Shop, which sends it as it does today. Marking a quote won, and the sales order that follows, stay with your people. Whether approved drafts are retyped or loaded with tools you already license is up to whoever runs your Global Shop system, and the scoring sheet stays in use all month.