Add a Mark Up to Miscellaneous items on Jobs

Permissions (35).png

Topic

In Tradify, Pricing Levels can be used to add different % mark-up's your Price List items, as well as setting different prices to your Billing Rates. 

Miscellaneous items, or one-off items aren't impacted by Pricing Levels.

A default mark-up for Miscellaneous items can be set for when Miscellaneous items are copied from Bills (Supplier Invoices) > Job Costs.

 

Instructions

  1. Head to The Settings Page.
  2. Select Bills & Purchases.
  3. Under Default markup for Miscellaneous Items.
  4. Set a default % rate.

    Screenshot 2023-10-12 at 10.47.37 AM.png 

  5. Now go to the Jobs page and select a your job.
  6. Select More > Bills.
  7. Click New Bill.
  8. Add in your supplier and bill details, including Miscellaneous items. You can add a breakdown of the different costs or just add a single item like below. 

    Screenshot 2023-10-12 at 12.04.47 PM.png

  9. Click Approve > Then Yes.
  10. Once approved, the materials should copy across to the Job Costs tab on the job.   

    Screenshot 2023-10-12 at 12.10.57 PM.png

    Unit Cost = the item's unit cost from the bill
    Unit Sell Price = the item's unit cost from the bill + your default miscellaneous mark up %

 

Additional Information

Adding Material costs to Bills

Copy Materials from a Bill to a Job

 

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