Pricing and labour
Pricing keeps the internal commercial basis and customer selling value visible on the same row. Every line has a customer-facing description and may also keep formatted internal detail that does not appear on the PDF.
Understand a line item
Section titled “Understand a line item”| Field | Meaning |
|---|---|
| Quantity | Number of parts, visits, shifts or other units |
| Unit cost | Internal cost for one unit |
| Total cost | Quantity multiplied by unit cost |
| Mark-up | Percentage added to the internal cost |
| Unit selling price | Customer price for one unit; this can be rounded manually |
| Selling total | Quantity multiplied by the unit selling price |
| Margin | Selling value left after internal cost, shown as a percentage |
Changing quantity recalculates both totals. If you manually round a selling value, Quote Control retains it and recalculates mark-up and margin from that value.
Add a controlled labour rate
Section titled “Add a controlled labour rate”Administrators maintain labour rates under Administration → Labour rates. A rate can represent normal hours, out-of-hours or another company-approved visit type. Select it from Pricing, then set the quantity for the number of visits or shifts.
A labour rate contains an internal cost and selling price. If its internal cost is genuinely unavailable, the administrator records Not recorded rather than a misleading zero. The quotation withholds gross margin and cannot be submitted until the cost is supplied.
Price an asset-preparation task
Section titled “Price an asset-preparation task”Marking Part cost received on an asset task creates one linked pricing line. The repair recommendation becomes the customer-facing description and the received part cost becomes the starting unit cost. You can replace that linked cost when the quotation needs a different commercial basis.
Marking Access cost received reveals Received access cost and creates a
second, independent line with quantity 1. It is labelled Access linked, uses
Access for <asset> as its description and appears under Other costs in the
commercial summary and PDF. It is not a supplier part, so it is excluded from
the order purchasing summary and obsolete-component checks. You can still record
internal notes or deliberately override its cost and selling price.
Clear Access cost received to remove only the access line. Clear Access needed to clear its request, receipt and amount as well. Neither action changes the task’s part line. Previously issued revisions and PDFs remain unchanged.
The asset task and pricing line stay linked, but free text is not used to infer coverage. Review any advisory mismatch before submission.
For a linked line, part quantity is edited on the asset task rather than in Pricing. This single owner keeps the task and commercial total aligned. Changing that quantity also scales an existing rounded selling total so the reviewed unit selling price does not change unexpectedly.
Review updated rate cards
Section titled “Review updated rate cards”Changing an Administration rate never silently rewrites a draft. When a draft contains rate-card lines whose controlled values have changed, Pricing offers a review. It shows the saved and current values side by side and selects nothing by default. Save other draft edits first, then compare description, supplier, unit, working-hours class, cost-known state, cost, mark-up and selling value. Choose only the lines you intend to refresh and review the resulting total. If a rate changes before confirmation, Quote Control rejects the update and asks for a fresh review. Issued revisions remain immutable.