SyncroFlo, Inc.
2905 Pacific Drive Norcross, GA 30071 Tel: (770) 447-4443 www.syncroflo.com
HOW TO PRICE A COMMERCIAL SYSTEM
PUMP SELECTION • SFI’s IronHeart line standard pumps are Ebara. We also have multiple other lines, including our own, that we can use on custom commercial systems. • Gould’s - http://www.gouldsintellitronic.com/bin/XylectGoulds.DLL IS__NEXTPAGE=startup&IS__CRMSTATUS=RESETCRM&IS__BROWSER=%23%231.5%231006%231266 • Ebara - https://ebara.intelliquip.com/IEQ_HydSel/HydSel_JSP/intelliquip/main.jsp?selectedURL=/conditionsofservice • Dolphin - https://pumpselection.spppumps.com/Party/kbl/login.jsp?ifeStartPageURL=/itemmanager/app/start • Peerless –Available through RAPID, must have a dongle to perform selections. • Please see the Dolphin training presentation at the end of this presentation for selection training. PRICING • Once you have identified the correct pump selection, valve options, piping materials, and control panel features you will be ready to start pricing your system. • The first step to creating your pricing is to open the excel pricing document. • When you open the document, it will be prefilled out with some information like the below. User input is required in column B. This information should be taken from your paper price list book. • You will begin with finding your pump within the price list. These are on the last few tabs of the excel spreadsheet. • Next, you will select your piping package. You must make sure that the branch size of the piping material is equal to or greater than the pump suction nozzles. This information can be found on the manufacturers website usually under the dimensions. Please remember the earlier topic of maximum system pressure as this can result in incorrect pricing!!!! • You will then need to find the control panel. This can be found on the Silver Panel tab in the price list. You will need to ensure that the control panel is selected based on Voltage and HP. • All adders will need be added in the adder section for the pricing document. • Once you have found and recorded all of the pricing options for you system, your excel price sheet should look like the below. SCOPE CREATION • After completing the pricing portion, you will move onto creating a scope of equipment. • There is a template that has been created with colorized options. All options are grouped into colors to allow for easy knowledge of what options require which components. o Silver – VFD Silver Panel o Blue –VFD/ATL
All electrical adders must be written in within the panel portion of the scope All mechanical adders must be written in below the panel portion of the scope All scopes must be located on the server under the salesman’s folder as well as on the salesforce opportunity.
DOLPHIN: LOGGING IN • Login ID: sfirep • Password: init
CREATING A NEW QUOTE • Select the Quote Actions tab • Select New quote
• All * fields must be filled out to save the quote
• Start by typing the customer name in the customer name field. • If the customer has not been previously entered, you will have to create a new customer
CREATING A NEW CUSTOMER • All required fields, *, must be filled out to save the customer in the Dolphin Database. The more information available the better!!! Save by selecting the Actions tab.
SyncroFlo, Inc.
INSTRUCTIONS
PAG E 5
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