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.



