Misc Items

Misc Items is a product for a simple quote: an item name, a quantity, a unit cost, and a margin. It is stored in Products & Modifiers, in the Digital / Vinyl and Electrical Fabrication categories. The Sales Form prices the line from Cost Each and Margin. The Pricing card sets the method Calculate uses. The same Sales Form is used when Misc Items is added on an Estimate or Order.

Table of Contents

Where to Find Misc Items
What Misc Items Includes
Product Settings
Linked Components
Enter an Item
Review the Price
Add Misc Items to an Estimate
Frequently Asked Questions
Related Articles

Where to Find Misc Items

Navigate to System Settings / Components / Products & Modifiers.

1. Open Misc Items.

Note: Search can also list modifiers and other products. Open the row named Misc Items whose Type is Product.

What Misc Items Includes

a. The name is Misc Items. The categories are Digital / Vinyl and Electrical Fabrication. The name on Customer documents is Misc. The description is You can use this assembly for anything you sell to the customer. This can also be looked at as a simple quoting process where the user just enters in the Item Name, Description, Unit Cost (optional), and Unit Price.

b. Pricing is the method Calculate uses. On this product the card shows Custom and Custom Formula.

For the fields on this card, see Product Details.
For how each method calculates, see Understanding Market-Based vs. Cost-Plus Pricing, Cost Based Pricing, and Market Based Pricing.
For tables, minimums, and fees, see Markup and Margin Pricing Tables and Product Minimums and Fees.

c. Product Settings holds lead time, order-entry visibility, defaults, and calculation options.

d. Linked Components are the materials, labor, machines, and modifiers this product can use.

e. Accounting & Tax assigns income, expense, and tax. On this product the income account is 4000 Income, the expense account is 5000 COGS, and the taxability code is Goods.

For the fields on this card, see Product Details.
Taxability Codes are managed at System Settings / Accounting / Taxability Codes. See Taxability Codes.

Product Settings

Product Settings holds the defaults that follow the product onto an Estimate or Order. The card shows how many settings are saved. This product has 8.

a. Lead Time (Days) is the number of days an Order uses when calculating a production due date. On this product it is 0.

b. Default Line Item Category is the category that fills when the product is added. On this product it is No default category.

c. Hide in Order Entry, when on, keeps the product out of the Estimate and Order list without deleting it. On this product it is off, so Misc Items can be added to a line.

d. Default Workflow is an optional starting workflow. On this product it is No default workflow.

e. Defaults can fill a starting Item Name. On this product Item Name is blank, so the name is entered on the Sales Form.

f. Calculated On is Margin. The choices are Margin and Markup.

g. Include Calculation Option on Pricing Form is on, so Calculated On appears on the Sales Form.

h. Default Percent is 50%.

Note: For every setting on the card, see Product Details.

Linked Components

Linked Components are the materials, labor, machines, and modifiers the product is allowed to use. The card counts linked rows and unlinked rows. A shop links its own catalog.

a. The material on this product is Misc Costs.

Note: This product shows 1 linked and 0 unlinked. See Linked Components.

Enter an Item

The Sales Form is where the item, quantity, and cost are entered. This example uses one line for stakes and wire.

1. Set Quantity. This example uses 1.

2. Enter the Item Name. This example uses Stakes and Wire.

3. Set Qty Each (ea). This example uses 1. Total Quantity shows 1. Units is Each.

4. Calculated On is Margin. The choices are Margin and Markup.

5. Enter Cost Each $. This example uses $40.00. Margin (%) is 50%. The form shows Markup: 100 %.

Note: Price Each $ and Total Price $ in this image are the prices after Calculate. The next section shows that step. Long Description holds a longer note for the line. It stays closed until you open it.

Review the Price

1. Click Calculate.

a. Cost Breakdown lists Material and Total Cost. In this example Material is $40.00 and Total Cost is $40.00.

b. Unit Price is the price for one. In this example Unit Price is $80.00. Quantity is 1, so the line total is $80.00.

Note: After you click Calculate, the button reads Recalculate. Price Breakdown lists Markup. This pricing estimate uses the default pricing tier.

Add Misc Items to an Estimate

Navigate to Sales / Estimates.

1. Open the Estimate. This example is EST-1159 for Erik Lincoln, Audio Boss. The description is Retail window hours.

2. Click Line Item.

3. On the Products tab, click Misc Items. Line Item Name fills with Misc Items.

4. Select a Line Item Category. This example uses Outdoor Signage.

5. Click Next.

6. Enter the Item Name. This example uses Stakes and Wire.

7. Enter Cost Each $. This example uses $40.00. Margin (%) is 50%. Qty Each (ea) is 1 ea, Units is Each, and Calculated On is Margin. Price Each $ is $80.00, and Line Item Price is $80.00.

8. Click Save Changes.

Frequently Asked Questions

1. What is the difference between Margin and Markup on this form?

Answer: Calculated On can be Margin or Markup. This product defaults to Margin, and Default Percent is 50%. With Cost Each $40.00, the form shows Markup: 100 %, and after Calculate, Price Each $ is $80.00.

2. Why does search show other rows besides Misc Items?

Answer: Search lists every product and modifier whose name or description matches. Open the row named Misc Items whose Type is Product. Sourced Goods is a different product.

3. Does Misc Items have to stay on Custom?

Answer: No. Method on the Pricing card can be changed. Calculate uses the method that is saved. This product is saved as Custom, and the Sales Form prices the line from Cost Each and Margin.