This Help Article covers:
General/Overview:
Labour aggregation is a Sales Invoice PDF "display-only" feature. This allows you to undo the Labour aggregation should the Customer want a breakdown of the Labour.
Labour Aggregation selections are:
None - Displays a line for each entry of Labour Hours by Staff Member, by Date
Date and Sell Price - Displays Labour Hours by Date, grouped and Rolled Up by the Sell Price
Sell Price - Displays Labour Hours grouped and Rolled Up by the Sell Price
š” TIP: By Editing the Labour āSell Priceā on the Invoice Window, you can choose which Labour will group on the aggregation.
To Aggregate Labour
Quick Flow:
Sales Invoice Window
[PREVIEW & SEND]
Edit settings āCogā
Aggregate Labour By* Select
[SAVE]
1. From the Sales Invoice Window, Press [PREVIEW & SEND] to display the Invoice Preview pane, then Press the Edit settings āCogā to display the Settings panel
2. From the Settings panel, Select from the applicable Aggregate Labour By* option, then Press [SAVE] to save and return to the Preview pane
Preview Examples
āNoneā Selected, displaying a line for each entry of Labour Hours by Staff Member, by Date
āDate and Sell Priceā Selected, displaying Labour Hours by Date, grouped and aggregated by the Sell Price
āSell Priceā Selected, displaying Labour Hours grouped and aggregated by the Sell Price
The above "Date and Sell Price" and "Sell Price" where 2 entries of 15/04/2024 are given a Sell Price of $65 (Apprentice Sell Rate)
