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WR Quote & Freight Tool

White River Hardwoods · Trade Resources

Quote & Freight Tool

An Excel-based tool that auto-calculates net pricing and freight costs for any White River order. Enter your SKUs, species, and quantities — the math is done for you.

📊
Requires
Microsoft Excel
Enable
Macros to use buttons
📁
File Type
.xlsm (macro-enabled)
🔄
Version
2026.11 — Current
How to Use the Tool
1
Set Up Your Header Info
In the upper-left of the spreadsheet, fill in the four required header fields. These drive the calculations for the entire quote.
Job Title & Customer
For identification on the quote printout.
Rep Name / #
Your White River rep information.
Discount %
Your account discount — or your customer's multiplier to generate a customer-facing quote.
Delivery State
Used to calculate estimated freight costs automatically.
2
Enter Products Line by Line
Work left to right across each row. Fill in one product per line. For LCDs (Lineal Component Designs), enter each individual component as its own line item.
Field
What to Enter
Item (SKU)
Type the product SKU number. This populates the Species dropdown automatically.
Species
Dropdown auto-populates with available stock species once SKU is entered. Select your choice.
Order Notes
Free text field — add any relevant notes about this line item.
Takeoff Qty
Your raw quantity before waste factor is applied.
Specified Lengths
No = standard random lengths. Yes = specific length request (upcharge applies). N/A = products with no length option.
Length Range
Dropdown shows available length options for the item. Shipping method for each option shown in parentheses.
Waste Factor
Automatically adds extra to the order quantity. 20% is the recommended default.
3
Review the Calculated Columns
The right side of each row is calculated automatically. You don't enter anything here — just review the output.
Order Quantity
Takeoff qty + waste factor. This is what gets ordered.
Units
How the product is sold: LF, Each, Pair, Set of 4, etc.
List Price
Price from the current White River price list.
Spec. Length Upcharge
Applied automatically if Specified Lengths = Yes.
Net Price
List Price × your Discount %.
Item Sub Total
Net Price × Order Quantity.
4
Review the Order Total & Freight
At the bottom of the sheet, the tool tallies everything up — product subtotal, freight estimate, and grand total.
Order Sub Total
Sum of all Item Sub Totals.
Estimated FedEx vs. Estimated LTL
The tool calculates both options based on your Delivery State and order value. The least expensive method is shown in the total column. If FedEx isn't available for your order size, only LTL will display.
Estimated Resin / UPS
Resin products ship separately via UPS. Their freight is calculated and shown on their own line.
Must Ship LTL?
The tool auto-evaluates whether any items in the order require LTL shipping. If yes, only LTL freight will be calculated.
Total Price
Sub Total + best freight option + resin UPS (if applicable). This is your complete quote total.
Note on freight assumptions: All estimates assume commercial delivery with a loading dock. Residential delivery or liftgate service will incur additional charges not reflected in the tool.
Macro Buttons & Usage Notes
⚡ Macro Commands
The spreadsheet includes quick-action buttons that run macro commands — clearing rows, resetting fields, and other common actions. Each button has a plain-English description next to it explaining what it does.
Macros must be enabled for these buttons to work. When opening the file, click "Enable Content" in the Excel security bar if prompted.
📋 Usage Notes Tab
A dedicated Usage Notes tab inside the workbook provides a detailed step-by-step walkthrough of the tool. Read this tab first if you're using the tool for the first time.
Red arrow indicators in key fields have mouseover comments that explain that section. Look for the red triangles in cell corners.
🚚 Freight Notes Tab
A separate Freight Notes tab gives the full breakdown of how freight is calculated — including all assumptions, carrier rules, and edge cases baked into the estimates.
👥 Customer Quotes
You can use the tool to produce customer-facing quotes. Enter your customer's multiplier in the Discount % field instead of your account discount. The net pricing will calculate accordingly.
Ready to Download?
WR Quote & Freight Tool — Version 2026.11
Save to your desktop. Open in Microsoft Excel. Enable macros when prompted.
Download .xlsm File
Common Questions
The buttons aren't working — what do I do?+
Macros need to be enabled for the buttons to function. When you open the file, look for a yellow bar at the top of Excel that says "Enable Content" — click it. If you don't see that bar, check your Excel Trust Center settings (File → Options → Trust Center → Trust Center Settings → Macro Settings) and set it to enable macros.
Can I use this on a Mac?+
The tool is designed for Microsoft Excel on Windows. Mac Excel supports .xlsm files and most macros, but some button functionality may be limited. If you run into issues on a Mac, contact your White River rep — they can run the quote for you.
How do I quote LCDs (Lineal Component Designs)?+
Enter each individual component of the LCD as its own line item in the Item (SKU) column. The tool will calculate each piece separately and roll them into the total.
Are the freight estimates guaranteed?+
No — freight estimates are good-faith approximations based on Delivery State and order value. Actual freight will be confirmed on your order acknowledgment. Estimates assume commercial delivery with a loading dock; residential or liftgate service will add cost.
I found an error or a bug — who do I contact?+
Report bugs or data errors to Nick Bell at NBell@WhiteRiver.com. Please include the version number (shown in the filename) and a description of what happened so it can be fixed in the next release.
Disclaimer
This tool is a good-faith effort to accurately estimate and quote White River products. Errors can and do occur. Pricing and freight are estimates only — all orders are subject to confirmation on the order acknowledgment. Please report any bugs or inaccuracies to NBell@WhiteRiver.com.
Need a quote built for you?
Our sales team can run the quote directly. Call or email with your SKU list and delivery state.

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