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., that 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 "Add allowance" 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 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.
Once you click "Make price calculated," you will see a modal to 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 total area for the project.
If you select "percent" to set the cost and price, you can choose from one of the following project values: Product Cost, Product Total, Labor Cost, Labor Total, Labor Type Cost, and Labor Type Total.
Once you have specified how the cost and price should be calculated, 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.
