Bundle Price Adjustments allow you to account for the additional cost that may arise on the equipment replacement job which will be used to help protect your bottom line. Let's take a look at the 3 adjustments:
IMPORTANT!!!
These adjustments only apply to the Bundle portion of your proposal (not accessories or installation items).
Equipment Tax Paid
This adjustment allows you to account for the tax that you pay when you purchase equipment.
How does it Work:
Go to the >> Office >> Pricing Engine >> Select Profile
click on Bundle Price Adjustments
Put your Equipment Tax and click Save
Bundle Buffer 1 for Financing
There are two ways to account for the financing fee that you pay as a company. The financing buffer allows you to add a specific percentage to all jobs across the board regardless if the customer chooses to finance or not. The idea is that adding a small percentage to all jobs will come close to equaling what you actually pay for financing. One thing to note, this financing buffer is only applied to the system price (Equipment + Labor + Material) with the margins applied to them. The financing buffer is NOT applied to accessories, installation items, or the total investment of the job.
To set your Financing Buffer, follow the same steps above to arrive at the Job Cost Adjustments and then enter the desired Financing Buffer percentage.
Example:
Bundle Buffer 2 for Managing Risk
The Risk Buffer, other known as the "Oops buffer" is a percentage that you can apply to all jobs to cover any unexpected cost that may arise on jobs.
To set the risk buffer, follow the same steps above to arrive at the Job Cost Adjustments and then enter the desired Risk Buffer percentage.
Example:
