Build your first package

Follow it on screen.

1. 1

   Put the materials in the price book first

   A package is made of catalog items, so anything it should include has to exist here.

   

2. 2

   Name each one the way your supplier order says it

   It is what you look for on every job and what a customer reads on the proposal line.

   

3. 3

   Pick the category

   It fills in sensible answers for the unit, the coverage and the waste below, so you correct rather than start blank.

   

4. 4

   Give each one a cost

   What you pay for one, before waste. Every margin you are ever shown is measured from this.

   

5. 5

   Say what one of them is

   The unit you buy it in: a bundle, a square, a roll, a box, a foot, or simply each.

   

6. 6

   Give each one a basis

   Per square foot off a takeoff, per item counted on the job scope sheet, or typed by hand.

   

7. 7

   Say how much one of them covers

   A roll that covers four squares is a rate of four. One unit per square, foot or item is one.

   

8. 8

   Add the waste you always buy

   Ten percent means you order a tenth more than the roof measured, so offcuts are in the price instead of out of your pocket.

   

9. 9

   Say who you buy it from

   Two suppliers rarely quote the same price, so the name is what makes the cost beside it mean anything later. Typing it fills the Source field beside it for you.

   

10. 10

    Put their product number on it

    It is what makes an order match the quote when somebody at the counter asks which one you meant.

    

11. 11

    Say where it sits on good, better, best

    Only if it belongs on a ladder. It is how a good, better and best set gets built for you later.

    

12. 12

    Read what you just built

    The strip under the form reads back the coverage, the installed cost per unit you sell by, the proposal basis and the waste-loaded cost, all off what you typed. Apply category defaults sits there too and refills the pricing fields for this category.

    

13. 13

    Save it to the price book

    A package can only hold materials that are already in here.

    

14. 14

    Name the package

    Call it what you call it on a job. Shingle roof replacement, not SKU-1180.

    

15. 15

    Create it

    An empty package, ready for the materials that go in it.

    

16. 16

    Search, then tick the material's row

    A real price book runs to hundreds of rows, so you search instead of scrolling past everything you do not want. Tap the row itself: the ticked one is what gets added, and it starts on the first row rather than on yours.

    

17. 17

    Say what the customer reads on that line

    Leave it blank to use the material name. Your supplier's product name is rarely the sentence a homeowner wants.

    

18. 18

    Choose how this line prices, if it differs here

    Leave it blank and the material keeps whatever basis it has in the price book.

    

19. 19

    Decide if it is always in

    Ticked means part of the price. Unticked means an extra somebody chooses on the day.

    

20. 20

    Add the material to the package

    Repeat for everything the job includes. Quantities come off each job's own measurements.

    

21. 21

    Set what the package sells at

    The difference between what the materials cost you and what the customer pays, on every job it lands on.

    

22. 22

    Write the warranty this one carries

    Your own words, or blank if this package carries none. Two packages you sell side by side rarely carry the same one.

    

23. 23

    Say what the customer gets

    One line the homeowner reads under the package name, in words that make better cost more than good.

    

24. 24

    Give it a mark you can spot

    How you find the right package in a builder full of them without reading every name.

    

25. 25

    Save the package

    Until this is pressed it still prices at whatever it carried before.

    

26. 26

    Turn it into good, better and best

    Generate good, better, best builds the other two levels off this package, each one taking the material at its own grade. It is what the grade on every material was collected for.

    

27. 27

    Pick a job you have already measured

    The package prices against that job's own numbers, which is the proof your rules are right.

    

28. 28

    See what the whole package comes to

    Every line lands with its quantity, its waste, what it sells for, and any line that could not price says why.

    

29. 29

    Now price a proposal from this package

    Open the proposal on that measured job and the whole option lands priced in one press.