Marking up a Sales Quote

///Marking up a Sales Quote
Marking up a Sales Quote 2017-09-11T03:59:24+00:00

Info and Concepts

This functionality is similar to the ability to markup parts within a job. The difference is that we give you an additional function to markup labour. This was done separately since labour is often a set price per hour for all labour whereas parts markup is often set by range markups for each line item which would show inconsistent pricing for labour items.

Marking up parts works identically to the function of marking up parts within a job.

When marking up labour you will receive a dialog asking to input the labour charge rate.

Marking up either parts or labour will not overwrite any existing charge pricing that has already been set. If you require this then you must clear the charge field per line first.

Where

The Sales > Quotes detail form in Aerotrack.

Walkthrough

Marking up Parts

  1. This feature will only work on line items with a type of ‘Parts’ or ‘Lifed Components’
  2. Set or manually adjust all costs of line items with these types
  3. Click the button ‘Markup Parts’.
  4. You will receive a dialog to confirm the action
  5. This will set a charge price based on your pricing model and the cost of the item per line.
  6. You can manually overwrite these charge values as required

Marking up Labour

  1. This feature will only work on line items with a type “AD’s”, ‘Inspections’, “SB/SL’s”, ‘Rectifications’
  2. Set or manually adjust all costs of line items with these types
  3. Click the button ‘Markup Labour’.
  4. You will receive a dialog to confirm the action and ask for the labour rate for these items. The one value will be set for all these items.
  5. You can manually overwrite these charge values as required