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Use allowances to quote future items that might not be specified yet, or items you don't need to specify but need to charge the customer.

Kimberly Craven avatar
Written by Kimberly Craven
Updated over a week ago

What is an allowance?

An allowance is an allocated amount of dollars that you want to charge your customer for. 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 a price of products that you don't feel the need to specify, but know you should charge them for ($1000 for blinds in each room). 

Creating an allowance

To create an allowance, you will go into the catalog, and locate the allowances tab in the navigation. From the allowance tab, click the New Allowance button in the upper right. You can give it a category to associate category rules (like a product), give it a description, and a cost and price. 

Calculated Allowance

You can use calculated allowance to have a calculation based on a variety of factors. You can have it be a percent, 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 based on the labor type amount. This gives you flexibility 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 so you can make sure the customer pays the tax too.

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