Entering markups for assemblies
- Complete functionality for the Mark Up tab is only available if you have purchased the Service Receivables Add-On Module.
- Assembly functionality is available only if you have purchased the Estimating Add-On Module or Service Receivables Add-On Module.
Note: You can save the markup information without applying it to any assembly classes by clicking the Save button.
To enter markups for assemblies:
- Open 9-3 Assemblies.
- Enter the travel, technician, and assistant time on the Flat Rate tab.
- In the Options menu, select Update Flat Rate Assemblies.
- In the Apply to Class boxes, enter the range of assembly classes to which you want the markup rates to apply.
- Under Calculation Options, do any of the following:
- Select the Use new part prices checkbox to use the last cost from the part records.
- Select the Apply labor rates checkbox to assign the labor rates indicated under Labor Rates to all assemblies using flat rate billing.
- Select the Apply markups checkbox to assign the markup rates indicated under Markup Rates to all assemblies using flat rate billing.
- Under Labor Rates, do the following:
- In the Travel box, enter the hourly labor rate for travel time.
- In the Technician box, enter the hourly labor rate for a technician.
- In the Assistant box, enter the hourly labor rate for an assistant.
- Under Markup Rates, do the following:
- In the Material box, enter the markup rate for materials.
- In the Labor box, enter the markup rate for labor.
- In the Equipment box, enter the markup rate for equipment.
- In the Subcontract box, enter the markup rate for subcontracts.
- In the Other box, enter the markup rate for additional items.
- In the Travel box, enter the markup rate for travel.
- In the Technician box, enter the markup rate for the technician’s labor.
- In the Assistant box, enter the markup rate for the assistant’s labor.
- In the Miscellaneous box, enter the markup rate for miscellaneous items.
- In the Overhead box, enter the markup for overhead.
- In the Service Contract Discount box, enter the discount rate for clients with service contracts.
- Click Update Assemblies.