How does the template calculate a price at each quantity break?

Unit price = (variable cost + setup cost per lot / quantity) / (1 - margin), rounded up to your price step. A bracket with 12.37 variable cost and 254.73 setup per lot at a 25% margin is (12.37 + 254.73 / 50) / 0.75 = 23.29 at 50 parts and 16.83 at 1,000.

What is setup scrap and why is it in the setup cost?

It is the parts thrown away while setting up a lot: start-up shots on a moulding press or first-off parts on a lathe. Each costs the variable cost, so 25 scrap shots of a 2.37 housing add about 59 to the 264 of setup time on a 300 t press. The Setup Amortization calculator uses the same rule.

What is the economic lot?

The smallest lot at which setup is no more than your target share of unit cost: setup cost x (1 - share) / (share x variable cost), rounded up. With 888.50 setup per lot, 38.00 variable cost and a 10% target it is 211 parts, the Setup Amortization calculator's example. A first break below it is where setup dominates the price.

How should I enter run time for an injection-moulded part?

Run minutes per part = cycle seconds / cavities / 60. A 42-second cycle in a 2-cavity mould is 0.35 minutes per part; at 88 per hour that is 0.51 per part. Put resin, runner loss, inserts and packaging in material per part.

Is tooling included in the unit price?

No. Moulds, fixtures and programming go in the Tooling table and print on the Quote as separate one-off charges, the usual practice for customer-owned tooling. If you want to amortise a fixture into the price instead, add its cost to the setup hours or use the Job Shop Quote template.

Is there a CSV version?

Yes. The CSV with live formulas holds the Quote Lines table with the example rows, units in every header and the settings the formulas read listed below the data, so it opens in any spreadsheet app. Variable cost, setup cost, economic lot and every unit price are live formulas against the margin, price step and setup share target listed below the data; the process rate is a typed value because it comes from the Setup list. The dashboard, charts, dropdowns and self-check are in the .xlsx. Excel in a locale that uses semicolons or non-English function names may need Data > From Text/CSV; the .xlsx works everywhere.

Manufacturing Cost and Quoting

Price Quote with Quantity Breaks Excel Template

Price every part of an RFQ at five quantities from its cost per part and setup per lot, and print a customer-ready quote with tooling and terms.

Overview

This price quote template prices a whole RFQ package at once: one row per part, five quantity breaks each. It ships with an example for a fictional contract manufacturer quoting eight parts to an instrument maker, five injection-moulded parts on two press sizes and three CNC-machined parts, plus the moulds and fixture billed separately, so you can see every price move before you type your own.

Each part's variable cost is its material and bought-in cost per part plus its run minutes at the process rate; for moulded parts the run time is the cycle time divided by the number of cavities. Setup is a cost per lot: setup hours at the process rate plus the parts scrapped while setting up. At each quantity the unit price is the variable cost plus the setup cost spread over that quantity, divided by one minus your margin on price and rounded up to your price step. Each line also shows the economic lot, the smallest quantity at which setup is no more than your target share of unit cost, using the same model as the Setup Amortization calculator.

The Quote sheet prints a clean, protected, customer-facing quotation on one page: your company block and a box for your logo, two rows per part with the quantities and unit prices, the tooling and one-off charges, your delivery statement, payment and delivery terms, validity and an acceptance block. Two charts on the Quote Lines sheet show where the price of a chosen part goes at each quantity and which parts' prices fall most with volume.

What this template includes

Setup for your company block, currency, validity, payment and delivery terms, margin on price, price rounding step, setup share target and a list of process rates
RFQ details: quote number and date, customer, contact, RFQ reference, preparer and the delivery statement printed on the quote
Quote Lines table: one row per part with process, material and bought-in cost, run minutes, setup hours, setup scrap and five quantity breaks
Per part: process rate, variable cost, setup cost per lot, the economic lot for your setup share target and a rounded unit price at every quantity
A Check column that names processes not on the list, a missing first quantity, quantities not rising and parts listed twice
Tooling and one-off charges (moulds, fixtures, programming) billed separately, with a total
Two charts: the price build-up of a chosen part by quantity (variable cost, setup, margin) and how far each part's price drops from its first break to its largest
A protected, printable Quote sheet with your company details, a two-row price table per part, tooling charges, terms and an acceptance block

Suggested use case

Use it to answer a multi-part RFQ the same day: moulded parts, machined parts or a mix, each at the quantities the customer asked for, with a clear view of which parts are sensitive to setup and where an economic lot starts.

How to use it

On Setup, enter your company details, currency and terms, your margin on price, price rounding step and process rates.
On Quote Lines, fill in the RFQ details and add one row per part with its process, material per part, run minutes, setup hours, setup scrap and up to five quantities.
List any moulds, fixtures or programming billed separately under Tooling.
Check the unit prices, the economic lot and the Check column; pick a part to chart its price build-up.
Print the Quote sheet or save it as PDF and send it.

Frequently Asked Questions

How does the template calculate a price at each quantity break?: Unit price = (variable cost + setup cost per lot / quantity) / (1 - margin), rounded up to your price step. A bracket with 12.37 variable cost and 254.73 setup per lot at a 25% margin is (12.37 + 254.73 / 50) / 0.75 = 23.29 at 50 parts and 16.83 at 1,000.
What is setup scrap and why is it in the setup cost?: It is the parts thrown away while setting up a lot: start-up shots on a moulding press or first-off parts on a lathe. Each costs the variable cost, so 25 scrap shots of a 2.37 housing add about 59 to the 264 of setup time on a 300 t press. The Setup Amortization calculator uses the same rule.
What is the economic lot?: The smallest lot at which setup is no more than your target share of unit cost: setup cost x (1 - share) / (share x variable cost), rounded up. With 888.50 setup per lot, 38.00 variable cost and a 10% target it is 211 parts, the Setup Amortization calculator's example. A first break below it is where setup dominates the price.
How should I enter run time for an injection-moulded part?: Run minutes per part = cycle seconds / cavities / 60. A 42-second cycle in a 2-cavity mould is 0.35 minutes per part; at 88 per hour that is 0.51 per part. Put resin, runner loss, inserts and packaging in material per part.
Is tooling included in the unit price?: No. Moulds, fixtures and programming go in the Tooling table and print on the Quote as separate one-off charges, the usual practice for customer-owned tooling. If you want to amortise a fixture into the price instead, add its cost to the setup hours or use the Job Shop Quote template.
Is there a CSV version?: Yes. The CSV with live formulas holds the Quote Lines table with the example rows, units in every header and the settings the formulas read listed below the data, so it opens in any spreadsheet app. Variable cost, setup cost, economic lot and every unit price are live formulas against the margin, price step and setup share target listed below the data; the process rate is a typed value because it comes from the Setup list. The dashboard, charts, dropdowns and self-check are in the .xlsx. Excel in a locale that uses semicolons or non-English function names may need Data > From Text/CSV; the .xlsx works everywhere.