How do I add or change markups to multiple line items in the Cost Items Database?
To change markups to multiple line items in the Cost Items Database, go to the Menu and select Cost Items Database.
Find the drop down on the top right and choose Automatic/ Bulk Markup and fill in the details and it should apply the Markup to all the items in Bulk.
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Basics of Cost Items Database
Purpose: To setup your Items Database which can then be quickly imported into an Estimate, Invoice, Change Order, etc. Background: In Contractor Foreman, Cost Item Database is a good tool to add all your items like Material, Equipment, Labor etc. So ...
How do I add Markups to items in a Change Order?
In the Change Order go to "Add Item to Change Order" Drop Down, then Select, "Apply Automatic/Bulk Markup". Add your percentage to the type of items you want to markup click Apply. Be sure to Save the Record. If you would like to add markup to ...
How do I create an Item Group and use it from the Cost Items Database?
To create Items Groups in the Cost Items Database, go to the Menu and select Cost Items Database. In the Cost Items Database, select the Items Groups tab. On the top right, click on the drop down and select Add Group Item and start adding.
How do I use the "variation" field within the Cost Items Database and Estimate?
The Variation field associated with an Item is used to manage different product variations (such as colors or styles). To add variations to an item, go to the Cost Items Database and add a new item or edit an existing one. Within the item details, ...
How do I use the Hidden Markup in the Cost Items Database?
The "Hidden Markup" can be used for a number of things. Many times companies will have material etc that is stored in a Warehouse, this can help cover the cost of shipping and handling costs. Another way it's commonly used is in Sales, you can have a ...