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Project Extras

 

Project Extras

Sometimes it may be necessary to apply additional charges to a Project (either from the supplier, to the customer or both). These are known as ‘Extras’ and can be added to the Project at any time after the Quote has been sent to the customer.

  1. Select the Project from All Projects.

  2. On the Project Parts page, click the Add Extra button.

  3. Enter the description of the Extra Service in the Service free text box.

  4. Set the Sales Invoicing option:
    1. All deliveries (Public) - spread the additional value pro-rata across all of the delivery addresses and show on the sales invoice.
    2. [Selected Address] - assign all of the additional value to the selected address and show it on the sales invoice.
    3. Private - update the total on the sales invoice and don't break it down.
  5. Enter the Cost and Sale prices for the Extra.
  6. Click the Save Prices button.
    The Extra description, Cost and Sale will remain editable, but the Cost and Sale will be added to the Cost and Sale Totals.

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