Create and manage pricing lists

Tekla PowerFab
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Create and manage pricing lists

You can view, email, or print the information in a supplier pricing database as a pricing list. You can filter the pricing list by shape to see a list of pricing for all dimensions of the selected shape, or leave the pricing list unfiltered to create a list containing all pricing information.

Create a pricing list

  1. In the Pricing Maintenance dialog box, click the Pricing ribbon tab.
  2. On the menu, select Reports, or press Ctrl+R on the keyboard.
  3. If you only want to display selected items in the report, select a filter type in the Type list, and click Select.
  4. In the Filter dialog box, click the arrow buttons to move the items that you want to include in the pricing list to the Included list.
  5. Click OK.
  6. Click Make Report.
Tekla EPM creates the pricing list, and the Report Selection dialog box opens. Here, you can view, print, or export the pricing list.

View the pricing list

  1. In the Report Selection dialog box, click View.
  2. In Tekla EPM Report Viewer, do any of the following according to your needs:
    To Do this
    Move between pages
    • Click the arrows at the top of Tekla EPM Report Viewer.

    Go to a specific page of the report
    • Type the page number in the empty field at the top of Tekla EPM Report Viewer.

    Find a text in the report
    1. Click the binocular icon.

    2. In the blank field, type the text that you want to find.

    3. Click Find Next.

      Any matching text is highlighted with a red box.

    Zoom in or out
    • Click the magnifying glass icon and select the zoom value in the list.

Print the pricing list

  1. In the Report Selection dialog box, change the number of printed copies by clicking the + and - buttons.
  2. If necessary, click Select Printer, select which device you want to use for printing, and click OK.

    You can also select Default Printer to always use the default printer with this report, or No Printer to reset the used printer.

  3. Click Print.
  4. Click Yes.

Export the pricing list

  1. Click Export.
  2. In the Export Format list, select an export format.
  3. Click Browse.
  4. Browse to the location where you want to save the exported file, and click Save.
  5. Modify the file name according to your needs.
  6. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.
  7. To open the file after exporting it, select the Open Exported Document check box.
  8. To export the pricing list and save it to the selected location, click Export.

Email the pricing list as an Excel worksheet or a PDF file

Note that the Email Excel and Email PDF commands only allow you to send the pricing list via Microsoft Outlook email. If you use some other email service, you need to export the pricing list and attach it to an email manually.

  1. In the Report Selection dialog box, click View.
  2. In the upper-right corner of Tekla EPM Report Viewer, click either Email Excel or Email PDF.

    When the report is ready, the Microsoft Outlook icon appears at the bottom of the screen.

  3. Click the icon to open Microsoft Outlook.
  4. Modify the email according to your needs.
  5. Send the email.
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