Labors are components that help you account for the man-hours it takes to complete an order. They can be used alone or as part of assemblies for design, production, installation, or any other billable procedure it takes to complete an order. Your CoreBridge system comes preset with Labors that can be edited and customized to meet your needs, as well as the ability to create your own custom Labors. Creating a new Labor from a blank worksheet can be time intensive. To save time and reduce errors, you can begin your custom Labor creation by cloning an existing Labor.
Note: For more information on Labors, please see Creating Labors.
To begin, navigate to Settings / Components / Labors.
Cloning a Labor
1. Select the Labor that most closely relates to the custom Labor you will be creating.
2. Click on the Ellipsis in the top right corner of the screen.
3. Select the Clone option.
This brings up a new screen that you can edit and customize to easily create a new Labor.
Note: Changes made to this screen will automatically be saved.
4. Fill in the Labor Details.
a. Image - Click Upload Image if you would like to include one for this Labor.
b. Name - This Name will be used internally to identify the Labor.
c. Units for Calculating Usage - Labor can be calculated using a length of time such as minutes or hours. It can also be calculated as Each.
Note: Subsequent fields will automatically update to match what is selected in this field.
d. Internal SKU - This is an internal code used for your own identification purposes.
e. Name on Documents - This name is external facing and will be visible to customers. This field will automatically populate as you type in the Name field above, but can be changed to be different, if desired.
f. Description - Giving a detailed description will help your employees know when this Labor should be billed.
g. Labor Categories - One or more Labor Categories can be assigned to help organize and sort Labors. Assigning a Labor to a category will enable you to search using category-specific filters. In addition, if the category is linked to an assembly, the Labor will appear in order entry when adding the assembly.
Note: Labors can be added to categories under Settings / Components / Component Categories and selecting the Labor tab or by selecting Manage Labor Categories at the bottom of the dropdown.
h. Line Item Categories - Assigning the Labor to a line Line Item Category can help organize your Labors. This can be used as a sorting option in various reports.
Note: Line Item Categories can be managed at any time in Settings / Sales / Line Item Categories.
i. Assign the length of time in days it will take for this Labor to be completed.
Note: The system will automatically include this number when factoring the Production and Order due dates.
j. Checking this box will keep this Labor hidden during order entry. This can be helpful if the Labor is done on the back end and is not something you would like to have reflected on an order.
5. Cost
a. Setup Cost (Fixed) - If there is a base cost in order to complete this Labor, be sure to include it in this field.
b. Hourly Cost - This is the total amount it will cost your business per hour to complete this labor. This includes hourly rate for the employee completing the Labor as well as overhead.
Note: This number will automatically update when the Business-Wide Labor Cost Worksheet is completed.
c. Worksheet - Selecting this hyperlink will open a modal to help you calculate the total cost of overhead, or indirect expenses. Once all applicable fields have been filled in, select Save or Save & Apply to Current Labor.
Note: This worksheet is not unique to each Labor, but rather is a global, business-wide worksheet to calculate cost. You may wish to have your accountant to help with this.
d. COGS / Expense Account - Select the appropriate account for Cost of Goods Sold or Expenses from the dropdown.
6. Retail Billing Rate
a. Setup Price (Fixed) - If you would like to include a fixed base price in order to complete this Labor, be sure to include it in this field.
b. Hourly Price - This is the hourly amount that will be charged for this Labor, in addition to the Setup Price.
c. Minimum Billable Time - This represents the minimum amount of time a customer will be charged for this Labor.
Example: If your Minimum Billable Time is 60 minutes, but it only takes 30 minutes to complete the task, the customer will be charged for 60 minutes.
d. Billing Increment - This will allow you to round up to the next nearest increment of time.
Example: If your Billing Increment is 5 minutes, and 37 minutes of time were used, the Labor would be billed at 40 minutes.
e. Income Account - All income for Labor will be accounted for in an Income Account. Use the dropdown to select the one you would like to use.
Note: Income Accounts can be managed in Settings / Accounting / Chart of Accounts.
f. Taxability Code - Use the dropdown to set which Taxability Code you would like to apply for this Labor. This will depend on whether the Labor is taxable, tax exempt, or taxable with exceptions.
Note: Taxability Codes can be managed in Settings / Accounting / Taxability Codes.
7. Custom Fields - Custom Fields can be managed in Settings / Custom Fields / Labor and set to appear underneath this heading, or in the Custom Fields tab above.
8. Changes made will automatically be saved.
Note: Utilize the Files tab above to upload any necessary Files pertaining to this Labor.