An "Allowance" is an allocated dollar amount you want to charge your customer. This can be a product you know you need but aren't sure which model yet (65" 4k TV for $3000), or it can be the price of products or labor that you don't feel the need to specify, but know you should charge them for. It can also be expenses such as fuel, lodging, etc., that you want to add to the project total.
You need the following permissions in the "Catalog" permissions group, or you should be a member of a group that has them, to manage allowances.
Create catalog items, to create allowances
Edit catalog items, to edit allowances
Delete catalog items, to delete allowances
Creating an allowance
To create an allowance:
1/ Go to "Catalog > Allowances" in the left navigation menu.
2/ Click "Add allowance" in the top-right corner.
3/ Select either "Product Allowance" or "Labor Allowance," and click "Next."
4/ Add a name and description for the allowance.
5/ Associate a category if needed so that you can use the Category rules functionality.
6/ Specify the cost and price.
7/ Select whether it is taxable.
8/ Click "Create."
You can set the allowance to be based on the following 2 criteria.
# Calculated Allowance
Click "Make price calculated" below the Markup text box to calculate the allowance's cost and price based on various factors.
After you click “Make price calculated,” a modal appears where you can choose the factors that determine the cost and price.
You can set the cost and price as a percentage, a fixed amount, or based on the project's total area.
If you select "percent" to set the cost and price, you can choose the allowance's own Price (when setting the cost) or Cost (when setting the price), or one of the following project values: Labor Cost, Labor Price, Labor Type Cost, Labor Type Price, Product and Labor Cost, Product and Labor Price, Product Cost, and Product Price.
After you specify how to calculate the cost, click "Save."
# Allowance by Length
You can also set the allowance based on the length of a set or the calculated length of the project. You can use this to create an allowance for wire in the project.
