Creating Pricing Adjustments

In the Advanced Duct version 4.1.2 program, the Classic FabShop feature formerly called Discounts and Markups is now called Pricing Adjustments. Pricing Adjustments are a set of discounts and/or markups that can be set at the Folder/Customer level to ensure Jobs are created with the desired adjustments in place. Users with proper permissions can adjust the discounts or markups at the job level. The Pricing Adjustments will be applied to Item Total Cost outside of Takeoff. The adjustments will be shown within the Job File and Reports only.

Pricing Adjustments are applied after Takeoff. The adjustments will not be shown in Takeoff.

Enabling the Pricing Adjustments Feature

From the Main Menu click the Configuration Button and then click on the Central Options tab on the left of the window. There is a new section added below Install Factors titled Pricing Adjustments.

I. Getting Started

  1. Check the box to Allow Pricing Adjustments

  2. Click the New Record button to create the first Price Adjustment

  3. Type in a name and the values desired to be applied to the takeoff items in the Job File and Reports

    1. Positive numbers will markup while negative numbers will discount

  4. Click Save Changes when completed

II. Setting the Default Price Adjustment

  1. Right-click a Pricing Adjustment in the list

  2. Choose Set as default for new customers

  3. There will be an asterisk ( * ) in the Default column designating the default

III. Showing Price Adjustments in Job File

After enabling the Price Adjustments you will need to decide where they will be shown in the Job File.

  1. In Configuration click on the System tab

  2. In the Job File grouping, you will see a new section titled Job Costing

  3. Check the box to show Display Job Cost Section

  4. It is recommended to check all options below to validate what is desired within the Job File

    1. The option to Hide for Zones is to only allow one Price Adjustment per job

 

IV. Applying Price Adjustments in Job File

  1. When creating a new Folder there will be a Pricing Adjustments drop-down menu

  2. If one is set as default it will show up already selected

  3. Users, with permissions, can override the default and change to another or Custom

    1. Custom Pricing Adjustments allow for any adjustment percent to be typed in

After setting the Price Adjustments on the Folder, any Job created within the Folder will inherit the values set.

V. Price Adjustments on Jobs

  1. Create a new job after a Price Adjustment has been set on a Folder

  2. The adjustments set on the Folder will be inherited by the Job

  3. Users, with permissions, can override the Adjustment by changing to Custom and manually entering values

VI. Price Adjustments on Zones

  1. Create a new zone after a Price Adjustment has been set on a Job

  2. The adjustments set on the Job will be inherited by the Zone

  3. Users, with permissions, can override the Adjustment by changing to Custom and manually entering values

VII. Pricing Adjustments Shown in Job File

  1. After the takeoff has been completed, the Job Info palette will show the Takeoff Job (all zones) Total.

  2. The Adjustments are applied and shown in Total Adjusted

VIII. Price Adjustments in Excel Reports

  1. After completing a takeoff export to Duct Summary reports

  2. The Pricing Adjustments used will be shown and applied on the Detail tab

  3. Use the controls at the top of the report to hide the columns if desired