Skip to main content

Allowance

How to use allowances to quote future items that are not specified yet, or items you don't need to specify but need to charge the customer.

Written by Kimberly Craven

An allowance is an allocated amount of dollars 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., you want to add to the project total.

Creating an allowance

To create an allowance:

1/ Go to "Catalog > Allowances" in the left navigation menu.

2/ Click the "Add allowance" button in the top-right corner.

3/ Select one of "Product Allowance" or "Labor Allowance," and click "Next."

4/ Add a name and description for the allowance.

5/ Associate a category if needed, so you can use the Category rules functionality.

6/ Specify the cost and price.

7/ Select whether it is taxable and whether the price is set by length.

Calculated Allowance

You can use the "Calculated Allowance" functionality to calculate based on a variety of factors. You can have it be a percent, a fixed amount, or based on the square-foot area of the location. You can also base it on the total project, the product or labor total, or on the labor type amount. This allows you to make the appropriate allowance for the item you are quoting. 

Allowance by Length

You can also set the allowance based on the length of a set or the calculated length of the project. You might use this to create an allowance for wire in the project.


You can also set the labor as taxable to ensure the customer pays the tax.

Did this answer your question?