Profit and administrative margins vary depending on the type of item

Several users have requested the ability to apply separate profit and administrative fee percentages based on the type of item (e.g., 10% on labor and materials, and 8% on subcontracting). Adding a dedicated category for “Subcontractors” and “Equipment,” with the flexibility to configure specific margins for them, would allow for much more accurate quotes without resorting to workarounds.

In Fees, set Item Categories to 'Subcontractors' to attempt a distinct admin/profit rate
In Costs, set “Item Categories” to “Subcontractors” to apply a separate administration/profit rate
Edit an item and set its Category to 'Subcontractors' so fees can target this type
Edit an item and set the Category to “Subcontractors” so that the fees apply to this type
Verify categorized items appear under the 'Subcontractors' section in My Items
Verify that the categorized items appear under the “Subcontractors” section in My Items

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Upvoters
Status

In Progress

Board

Evalumo

Date

3 months ago

Author

Louis-Philippe Tremblay

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