How to manage margin rates

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I parametri dell'azienda

Margin rates are used when you need to link different margin percentages to the following costs:




Contents

Margin rates

Note N.B: Working with Margin rates requires to set one or more rules in Margin rates dialog, clicking on Jobs >> Margin Rates


  • Click File:tastopiu.png to add a new item
  • Set name and description of the margin rate (example Profiles and Standard profiles).
  • Set a percentage value for the margin rate.
  • Link a color to the margin rate item.
  • Save


Margin rates sets

Margin rates can be grouped in sets, thus allowing to create custom profiles for your need (example: a set for private customer and a dedicated set for companies). Once you created margin rates in archive, you can work on margin rates to build your custom sets. Here is the procedure:

  • Open margin rates and add a new item with Image:Tastopiu.png
  • Insert name and description of the new set


  • Save item and edit again, openinb now Margin rates percentages clicking on Image:Tastoclassiutile.png, si aprirà la finestra
  • Clicking on Image:Tastopiu.png, you can now add a margin rate to your set, and customize its value, if needed.
  • Save and repeat this procedure for all margin rates included in your set.


Assigning margin rates

Note N.B: Assigning a margin rate can be done in multiple layers, starting from a global setting in Company Data, to a more detailed one such as a single profile or accessory

Here follows the list of dialogs involving margin rates:










Assigning a margin rate set

Note N.B: A set can be assigned in PriceList items and Job dialogs.

Here are a few examples:

File:Finestravariantilistinoprezzi.png
Il quadro di gestione delle varianti listino


Margin rates in Jobs

You can check margin rates assigned to every item in gestione dei materiali clicking on buttonFile:Tastoclassiutile2.png.

If you set margin rates in company data, these will be automatically assigned to all jobs

Job parts
File:Classiutilecommessa.png
Margin rates assigned to the job

However you can customize margin rates for every single job. Clicking on button image:tastocalcoli.png will open a new dialog. You can check all margin rates clicking on button image:tastopercentuale2.png next to % margin field. Any margin rate automatically set can be disabled. You will be able to override default value with a custom one

Job calculation
Personal tools