New 'Fee' item type on proposals to handle things like shipping, permits, travel etc. and show in financial summary
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Joseph Lusi
Can we have the option to add this fee to the "Financial Summary" so we can apply it to the entire project instead of having it n one area?
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Nicholas Reimer
Can we have the "Fees" item added to our Portal account? This would be very beneficial. - Nicholas @ Coastal Protection
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Paul Hughes
Thank you!
Kirk Chisholm
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We've added a new item type for proposals! You now have 'Parts', 'Labor' and 'Fees'.
'Fee' items types can be used to charge for things like 'Shipping', 'Tariffs', 'Permitting', 'Travel Charges', 'Fuel' etc. Basically anything that isn't parts or labor.
Up till now you've probably been building 'Custom Items' but that isn't ideal because you don't want these types of items to be grouped into the 'Parts' total at the end of the proposal.
We've activated this new feature for all voters, you will see the new category in your catalog. We've also built you a few common sample items. Notice that the 'Shipping' fee is priced dynamically, so it's a % of all parts on the proposal.
Try it out and let us know what you think!
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Scott Capunay
Kirk Chisholm Awesome! Thank you
Kirk Chisholm
Merged in a post:
Ability to add fees to a proposal
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Taylor Stokes
It would be great to be able to add custom fees to a proposal. For example, it would be nice to be able to at a parts and materials fee to the proposal that takes a custom specified percentage, that we designate, of the product in the proposal. So like 8% of product would show as a line item in the financial summary, but we could designate the name of the fee and the percentage of either product or labor. And to be able to add as many of these as we like.
Kirk Chisholm
Merged in a post:
Ability to add fees to financial summary section
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Steve Grant
Our company also provides alarm monitoring services and it need to paid immediately during activation, I want to be able to add monitoring package and activation fee separate line in financial summary as it's not a part of the labor or materials. Same for maintenance packages or service calls need to be shown in summary not everything labor and parts.
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Barney Goss
Yes I would
Kirk Chisholm
planned
Kirk Chisholm
We're looking at creating a new line 'Item Type' called 'Fees', which is an addition to the current 'Parts' and 'Labor'.
This will allow you to create any custom item you want and assign the new item type. You can then create a custom item for 'Shipping', or any other fees that are not parts or labor, such as 'Permits' or credit card 'Convenience Fees'.
With this approach it's more universal, it will leverage the existing Taxable/Tax Exempt functionality and will appear in the financial summary as a new line alongside Parts and Labor.
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Scott Capunay
Kirk Chisholm when will this be available?
Kirk Chisholm
Scott CapunayBy the end of the year.
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Scott Capunay
Kirk Chisholm did this happen? Just curious if I missed something
Kirk Chisholm
Scott Capunay Yes, it's in beta. I just turned it on for your account. You'll see a new category in your catalog now called 'Fees'. You can create a shipping item and add it to the proposal.
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Dan Wallace
It could be nice to have it function with the same options as 'Labor' and just be able to manipulate if it shows line item, rate, qty, total, etc.
Also, I don't charge sales tax on shipping, so there needs to be a way to manipulate that feature since some states may charge sales tax on it.
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