Price Book Defaults

You can manage default markup and rounding parameters in the Price Book. These will be used when a new House plan or Item/Component is added into the Price Book

1. In the Price Book, on the tabbed menu, select Price Book.
2. Configure the House Plan defaults, as follows:
   

   Overhead, %	Enter the overhead percent that is applied to the Price Book.
   Price Round Up, $	Enter the round up value for prices in the Price Book.
   Contingency, %	Enter the contingency percent that is applied to the Price Book.
   Profit, %	Enter the profit percent that is applied to the Price Book.
   Total, %	The total percent is calculated automatically as a sum of all the House Plan Defaults parameters.

3. Configure the Items & Components defaults, as follows:
   

   Item Markup, %	Enter the Item markup percent that is applied to Items in the Price Book.
   Item Round Up, $	Enter the round up value for prices of Items in the Price Book.
   Comp. Markup, %	Enter the Component markup percent that is applied to Components in the Price Book.
   Comp. Round Up, $	Enter the round up value for prices of Components in the Price Book.
   Delete, %	Enter the percent of the original price of Items or Components for reducing in the RFQ when they are deleted from a RFQ.

4. Configure the Quick Quote default parameters, as follows:
   

   Allowed	If checked, when Plans are added they will be allowed to be used in Quick Quotes by Default.
   Markup, %	Enter the markup percent to apply to Quick Quotes.

5. When complete, click Process.