Pricing Tab
Pricing Tab
The pricing features in DesignSmart are very comprehensive to provide the greatest amount of flexibility.
Two important aspects of pricing are determining how you want your pricing to be reflected on proposals and invoices:
- Will you show the component pricing on the proposal or lump the pricing in with the primary item?
- Which subcharges will you show as a subtotals, and which subcharges will you add to the price of the item? For example, most firms will opt to show freight as a subtotal. And most firms will opt to add Credit Card Fee to the price of the item.
The pricing tab is where you can enter various prices:
-
Proposal Pricing - these numbers appear on the proposal (or budget or estimate - depending on your terminology. See below.)
-
Invoice Pricing - these numbers appear on invoices. They are usually the same as the proposal pricing numbers, but if you need to change them, you can do so for whatever reason.
- Purchase Orders - these numbers appear on purchase orders. Again, the PO pricing is often the same as the Proposal pricing, but there are reasons why the PO amount might be different.
Note: The term "Proposal" that appears in the first column above is user-configurable. Your firm might use the word "Budget" or "Estimate" rather than "Proposal" so it would show "Budget Pricing" or "Estimate Pricing".
What pricing appears on proposals and invoices?
While you will enter the pricing in the columns mentioned above, the pricing that appears on proposals and invoices can depend on whether components are included or sub-charges are included.
For this reason, the amounts shown below will indicate what will appear on the proposals and invoices.
