This Help Article Covers:
General/Overview:
When a Quote is built, added Labour and Materials (Products) follow their allocated Product Category "Rule" and "Value" of the selected Pricing Rule when calculating their Sell Price in a Quote/Variation.
The Margin (%) or Pricing of the Quote can be edited. Once edited, the Pricing Rule's Product Categories "Rule" and "Value" no longer apply and the Products now follow the Quote's entered Margin or calculated Margin.
There are two ways of editing the Margin (%) or Pricing:
Preserve Labour Prices - The Quote preserves the current Labour Sell Prices unchanged. Materials Margin is adjusted so that the Quote achieves the entered Margin (%) or Total Price overall.
NOT Preserving Labour Prices - The Quote does NOT preserve the current Labour Sell Prices. The entered Margin or a calculated Margin is applied to the Labour and Materials proportionally.
⚠️ NOTE: When editing Margin, you can apply the Margin to "Materials Only". Labour Sell Prices remain unchanged. The Quotes overall Margin will differ from the entered value, as the Quote's overall Margin also includes the unchanged Labour Sell Prices Margin.
💡 TIP: If you want to maintain the Labour Sell Prices of the selected Price Rule, ensure Preserve Labour Prices is Ticked at the commencement of building the Quote/Variation. On adding the first Kitset/Product, Click in a Margin/Price field and check that the "Preserve labour prices" is Ticked, if not, Tick and Apply.
⚠️ NOTE: Once the "Preserve labour prices" has been Ticked/Unticked, this will display Ticked/Unticked at all locations of the Quote where Margin or Pricing can be edited as any editing flows through to all other areas of the Quote.
⚠️ NOTE: Once the "Preserve labour prices" has been Ticked/Unticked, this will be remembered for future Quotes (All Customers) until it is Unticked/Ticked, then that will be remembered for future Quotes (All Customers).
To Edit the Margin (%)
1. From the Quote Overview Window, from a Section, a Layer, or Quote Total, Press the "Margin (%)" field to display the "Preserve labour prices" Popup
2. From the Preserve labour prices Popup:
Either Tick/Untick the "Preserve labour prices" tickbox,
Press the Materials Only Tab,
Enter a Materials Only % to use, then
Press [APPLY]
💡 TIP: If the Quote, Section or Layer contains Labour Products only (I.E. No Materials), the Popup will only display an option to enter a Target Overall Margin % to be applied to the Labour.
To Edit the Pricing
1. From the Quote Overview Window, from a Section, a Layer, Quote Line, or the Quote Total, Press the "Total Price" or "Price" field to display the "Preserve labour prices" Popup
2. From the Preserve labour prices Popup:
Either Tick/Untick the "Preserve labour prices" tickbox,
Enter a Target Price to use, then
Press [APPLY]
💡 TIP: If the Quote, Section, Layer or Quote Line contains Labour Products only (I.E. No Materials), the Popup will only display an option to enter a Target Price to be applied to the Labour.
To Edit the Unit Price of a Converted Kitset
⚠️ NOTE: Edting the Unit Price of a Converted Kitset can be done from both a Converted Kitset in the Quote or from a Converted Kitset in Visbuild.
1. From the Converted Kitset Popup, Press the "Unit Price" field to display the "Preserve labour prices" Popup
2. From the Preserve labour prices Popup:
Either Tick/Untick the "Preserve labour prices" tickbox,
Enter a Target Price for the Converted Kitset to use, then
Press [APPLY]
