Did you know that you can adjust your Design price to match your quoted price to your customer easily inside HomeBASE? In fact you can have it calculate it on the fly and have it adjust your individual Job Item prices? You’re probably doing it now, except you might be using a calculator, some 8th grade math as well as hiding individual Job Item prices on your quote in case your customer starts adding the lines up.
Once your Job is designed and your Design price is set. In this example your customer was quoted at $4,500 and the job designed out at $4,288.35.
Enter $4,500 in the Invoice Amount field:
… and then click Save.
Then you want to do a “Left Mouse Button” click in the Invoice Amount field followed by a “Right Mouse Button” click and you’ll see an option for Calculate Discount.
In this example, since our Design Price is below our Quoted Price the Discount will be a negative discount.
After clicking Yes on the above prompt you will notice that your Design Price has changed to $4,500. You’ll also notice that the discount (or markup in this example) has been applied accordingly to each line item and the discount listed at the bottom of the Job Item Grid. This discount (or mark up) can be removed or changed at any time.
This process is exactly the same if you’re needing to discount the Design price to match your quoted price as well.
Thanks for reading and if you have any questions or comments please contact your Help Desk either by phone 866-237-2878 or by email HelpDesk@itwbcg.com.
Customer Support Manager.