Skip to main content

Turning off labor associated with products

How to turn off the itemized and manual labor associated with products

A
Written by Ashok P

D-Tools Cloud has the "Category Rules" feature that adds labor hours to products at the category and subcategory levels. You can update these labor hours in the Details view of the product in the catalog and from the side panel of the product in the quote.

When products are added to the quote, they include itemized labor applied via category rules and labor that is added manually to products in the Quote Details view.

However, if you want to discard all associated labor (itemized and manually added via catalog and side panel), you can turn off labor on products and manage labor through labor line items.

To turn OFF labor on products:

1/ Go to the Quote Details view, click the 3-dot menu next to the quote number, and click "Labor Types" under Settings.

Here, you will see the "Use associated labor for all products and allowances in this quote" option. This is turned ON by default.

2/ Turn this OFF, and you will see all labor entries in the quote, and the side panels of the products disappear. You will also see the following:

  • The total opportunity value decreases

  • The hours and amount in the Labor Summary column will reduce

3/ You can select " Turn Off for future quotes" if you don't want product-associated labor in future quotes.

The following is an example of how to turn OFF the "Use associated labor for all products and allowances in this quote" option.

The labor is not deleted from the products. It is only hidden temporarily.

If you want to reintroduce labor into the quote, repeat the procedure and, this time, turn ON the "Use associated labor for all products and allowances in this quote" option.

Did this answer your question?