You can change the profit margins and the index settings for an individual design or project. There are two ways to do this: adjust the profit margin in the Quotation setup/summary or update the catalogue index settings at the project or design level.
For more information about setting up profit margins, see How to set up profit margins.
For more information about updating the index settings for a Project, see Apply updated index settings for an existing project
Updating the index settings on a design
At Design level:
- In the toolbar, select Design > Settings or, select F7 on your keyboard.
- In the Drawing settings window select Price calculation.
- This will open the Catalog information window, here you can amend the index settings and the changes will apply only to the open design.
Note: This can be reset to the Catalog level amount by clicking the reset button.
Changing the profit margin on a design
At Design level:
- Click the Calculator icon:
- In the Quotation window, click Quotation and select Quotation setup/summary.
- In the Quotation setup window, click on the Calculation tab.
- Under the Calculation tab, in the Profit calculation section, click Profit Margins.
- In the Profit margins settings window, users can adjust the amount of profit needed as required.
- Click OK.
Note! Once the profit margins have been adjusted the quotation will automatically update.
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