Painting

Painting is a product for pricing paint on a finished size. It is stored in Products & Modifiers. The Sales Form takes a width, a height, a depth, a paint location, and a Location Material. The Pricing card sets the method Calculate uses. The same Sales Form is used when Painting is added on an Estimate or Order.

Table of Contents

Where to Find Painting
What Painting Includes
Product Settings
Linked Components
Enter a Finished Size
Add a Paint Location
Choose a Location Material
Review the Price
Add Painting to an Estimate
Frequently Asked Questions
Related Articles

Where to Find Painting

Navigate to System Settings / Components / Products & Modifiers.

1. Open Painting.

Note: Search for Painting also lists the modifier Painting Location. Open the row whose name is Painting and whose Type is Product.

What Painting Includes

a. The name is Painting. The name on customer documents is Painting. The description is Painting.

b. Pricing is the method Calculate uses.

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, assembly defaults, and material retail.

d. Linked Components are the modifiers this product can use.

e. Accounting & Tax assigns income, expense, and tax.

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.

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. 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 Painting can be added to a line.

c. Assembly Defaults are the starting Width and Height. On this product both are 0 in.

d. Use Material Retail is on, so the material price uses the selected material's retail price.

Note: Default Line Item Category is No default category. Default Workflow is No default workflow.

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 linked row is the modifier Painting Location, shown as + Add Paint Location. That modifier is what adds a paint location on the Sales Form.

For how to link or unlink a component, see Linked Components.
For how a modifier differs from a product, see Products vs. Modifiers.

Enter a Finished Size

1. Set Quantity.

2. Enter the Width.

3. Enter the Height.

4. Enter the Depth.

Add a Paint Location

1. In Locations, select + Add Paint Location.

2. Select Location. The choices are Face, Custom, Face and Sides, All 6 Sides, Sides Only (Depth), Channel - Interior, and Channel - Exterior. This example uses Face.

3. Custom Location is the text for a location that is not in that list. It can stay empty when Location is Face.

4. Enter Location Area.

Choose a Location Material

1. Click a Location Material. The choices are Latex, Primer, Mathews, and Clear Coat. This example uses Mathews.

a. Color is the color for that material. This example uses Pure White.

b. Color 2 is a second color. It can stay empty.

c. Color Match (PMS) marks a color that is matched to a PMS value.

d. Details opens more fields for the selected material.

Review the Price

1. Click Calculate. The button label then reads Recalculate.

a. Price Breakdown shows Cost and Other. On this example the bar is Other, and the amount is $1.00.

b. Unit Price is the price for one. On this example it is $1.00.

c. The line total is Unit Price times quantity. On this example that is $1.00 for 1 unit.

Note: Calculate prices the current Sales Form with the method on the Pricing card. The amounts above are one example: 48 in by 24 in by 2 in, quantity 1, location Face, location area 8, material Mathews, and color Pure White. This product's saved Custom formula is =1, so the example prices at $1.00. A different formula, method, size, location, or material produces a different price. The note under the price says the Estimate uses the default pricing tier.

Add Painting to an Estimate

Navigate to Sales / Estimates.

1. Click the Estimate. This example is EST-1158 for Choice Landscaping. The description is Trailer door lettering.

2. Click Line Item.

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

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

5. Click Next.

The Sales Form on the line is the same form shown in Enter a Finished Size, Add a Paint Location, and Choose a Location Material. Enter the size, the location, and the material.

6. Click Save Changes. Line Item Price is calculated from the size, quantity, location, material, and the pricing method on the product.

Frequently Asked Questions

1. What is the difference between Painting and Painting Location?

Answer: Painting is the product. Painting Location is the modifier linked to it, shown on the product as + Add Paint Location. Search lists both. Open the row whose Type is Product.

2. Does Painting have to use Custom pricing?

Answer: No. Custom is only the method saved on this product. Method on the Pricing card can be Cost Plus - Margin, Cost Plus - Markup, Market - Product, Market - Component, or Custom. The formula saved on this product is =1. Calculate uses the method that is saved.

3. Which Location choices does Painting include?

Answer: Face, Custom, Face and Sides, All 6 Sides, Sides Only (Depth), Channel - Interior, and Channel - Exterior. Custom Location is the text field for a location that is not in that list.