Users can view margins in roofing proposals once the admin enables access for their role. Having the margin in the same interface, along with all other financial details, allows the user to view and edit all information effectively in one place without going from one dashboard to another.
Follow the steps below to view and edit the margin in the proposal.
Step 1: Go to “Customers” from the main menu.
Step 2: Select the preferred customer from the list.
Step 3: Click “View Detail”.
Step 4: Go to the “Financing” section.
Step 5: Scroll down to find “Financing” and click the “Edit” icon to update the proposal margin.
Step 6: Once the dialogue box opens, select the margin type (flat or percentage) and enter the margin amount. Click “Save” to finish.
Step 7: The margin will show up once saved. It will apply to the entire amount of the proposal subtotal.