Working with 9-Estimating (Parts and Assemblies) > 9-3 Assemblies > Entering markups for assemblies

Entering markups for assemblies

Complete functionality for the Mark Up tab is only available if you have purchased the Service Receivables Add-On Module.

Assembly functionality is only available if you have purchased the Estimating Add-On Module or Service Receivables Add-On Module.

Note that you can save the markup information without applying it to any assembly classes by clicking the Save button.

To enter markups for assemblies:

1 Open 9-3 Assemblies.
2 Enter the travel, technician, and assistant time on the Flat Rate tab.
3 In the Options menu, select Update Flat Rate Assemblies.
4 In the Apply to Class boxes, enter the range of assembly classes to which you want the markup rates to apply.
5 Under Calculation Options, do any of the following:
a Select the Use new part prices check box to use the last cost from the part records.
b Select the Apply labor rates check box to assign the labor rates indicated under Labor Rates to all assemblies using flat rate billing.
c Select the Apply markups check box to assign the markup rates indicated under Markup Rates to all assemblies using flat rate billing.
6 Under Labor Rates, do the following:
a In the Travel box, enter the hourly labor rate for travel time.
b In the Technician box, enter the hourly labor rate for a technician.
c In the Assistant box, enter the hourly labor rate for an assistant.
7 Under Markup Rates, do the following:
a In the Material box, enter the markup rate for materials.
b In the Labor box, enter the markup rate for labor.
c In the Equipment box, enter the markup rate for equipment.
d In the Subcontract box, enter the markup rate for subcontracts.
e In the Other box, enter the markup rate for additional items.
f In the Travel box, enter the markup rate for travel.
g In the Technician box, enter the markup rate for the technician’s labor.
h In the Assistant box, enter the markup rate for the assistant’s labor.
i In the Miscellaneous box, enter the markup rate for miscellaneous items.
j In the Overhead box, enter the markup for overhead.
k In the Service Contract Discount box, enter the discount rate for clients with service contracts.
8 Click Update Assemblies.

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