Lotus Systems

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Panel Stock
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Hardware
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Units
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Bids
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Current milestone

This app shell now includes the first Open Bid / Area Dashboard workflow.

Use Bid Center to open an existing bid, review options, sections, areas, totals, unit lines, and accessory lines.

Open Existing Bid

Select an existing bid and review its options, sections, areas, unit lines, accessory lines, and totals.

Load SharePoint data, then choose a bid to open.

Sections & Areas

No bid opened yet.

Selected Area

Select an area to view unit lines and accessory lines.

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.

Add Unit Line

Add a cabinet/unit line to the selected area using the live Lotus formula engine.

Load SharePoint data and select an area to preview unit pricing.

Add Accessory Line

Add an accessory line to the selected area and roll totals up to the area, section, option, and bid.

Load SharePoint data and select an area to preview accessory pricing.

Bids

No bids loaded yet.

Bid Structure

No bid structure loaded yet.

Formula Tester

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

Load SharePoint data, make selections, then calculate.

Panel Stock

No data loaded.

Hardware

No data loaded.

Pricing Settings

No data loaded.

Units

No data loaded.

Connection

Tenant ID
Client ID
Site ID

Lists wired into this app shell