Lotus Systems

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Current milestone

This app shell includes Create New Bid, SharePoint project folder creation, and the first Add Bid Area workflow.

Next after this: open an area and add unit/accessory line items.

Create New Bid

Create a new bid record in SharePoint. The app will also create the default Base Bid option and Main House section.

Preview: [Bid #] - [Project Name] / [Client Name]

This first version suggests the next bid number from the Bids list. Folder scanning from the yearly bid folder will be added in the next step.

Add Bid Area

Add a new area under the selected bid, option, and section. Areas are where the unit and accessory lines will live.

Bids

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Bid Structure

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Formula Tester

Select live SharePoint items and test the current cabinet pricing formula.

Load SharePoint data, make selections, then calculate.

Panel Stock

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Hardware

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Pricing Settings

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Units

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Connection

Tenant ID
Client ID
Site ID

Lists wired into this app shell