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Specific Items - Parts and Labor

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You can use Special Purpose Pricing to target Specific Items - Parts and Labor. This allows for very detailed control over company margins. You can compensate for extra overhead for parts or certified labor, or you can decrease your price, as for inventory clearance.

For multiple entries for Parts and Labor, see the discussion in Discounting Methods for Parts and Labor.

Parts:

On the Parts General Tab you can enter a Parts Markup to be used for sales for an individual Part. This will take effect on any Work Orders using this Part.

However, Customer Pricing would override this setting, because arrangements for particular Customers override general Company margins. (See Rules of Pricing.)

There are quite a few variations provided by the Parts Markup:

Cost or Sales Basis
Purchase Amount Price Breaks
Percent Calculations - (See Parts Discounts for examples of these)
zero % - No-Charge
under 100% - Margin Discounts (on Sales Basis)
equals 100% - No-Markup for Margin
over 100% - Normal Margin Markup (and/or Discount, on Cost Basis)

When you enter the special Parts Markup directly on the Parts General Tab, it will refer to other values for that particular Part.

Part Cost (with selected method of Cost Valuation)
Sales Price

Once you create a special Parts Markup you can apply it to one or more individual Parts. Refer to Modify Bulk Parts for help in modifying a group of Parts.

Click here for an example of a Work Order using an individual Part Markup.

Labor:

On an individual Employee Details Tab you can enter a Labor Rate to be used for billing sales of Labor. This will take effect on any Work Orders using this Employee for jobs.

However, Customer Pricing would override this setting, because arrangements for particular Customers override general Company margins. (See Rules of Pricing.)

There are quite a few variations provided by the Labor Rate:

Rate Type
Hourly Rate
Fixed Amount
Tech Rate Markup - with Markup Percent
Initial Charges

When you enter the special Labor Rate directly on the Employee Details Tab, if you use the Tech Rate Markup, this will refer to this Employee's Pay Rate (Company cost for Employee).

Click here for an example of a Work Order using an Employee Labor Rate.

 


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