Adjustments allow you to add mark-ups or discounts to materials, services, quotes and sales orders. Commissions allows you to allocate a portion of the sale price to the sales rep.

In BOSPrint Adjustments to prices can be set at various locations, example:

• Default business markup, or
• Material or service-specific markup, or
• Customer-specific markup / adjustment.

The same applies to Commission. A flat commission rate can be set for all sales personnel, or uniquely set per Customer.

This topic explains how Adjustments can be set-up and used in Quotations and Sales Orders.

Discover Adjustments & Commissions

1. Default Setting
2. Job Categories
3. Customers & Commission
4. Itemised Quotations and Sales Orders

1. Default Setting

The default setting for markup and commission is set in General Settings > Accounting. (See image below) You set this at a Customer level, and will override the default if it is different to the default markup.

Navigation

Main Menu > Setup > Settings & Defaults > Settings > Accounting

1. Default Commission (%) - Sets the default commission value. Commission set at a Customer level takes preference.
2. Default Commission based on - Select which commission model is best suited to the business needs.
   • % of Profit - This selection allows commission to be calculated based on the percentage of profit made on the sale.
   • % of Value Add - This selection allows commission to be calculated based on the value added - ie. the selling price less direct costs.
   • % of Selling Price - This allows commission to be calculated against a percentage of total selling price.
   • 2nd Adjustment - This allows commission to be calculated against a 2nd adjustment or markup.
3. Default Markup (%) - This is the default markup for the business. The Markup set at a Customer level will take preference.

2. Job Categories

Instead of using a fixed markup on all Quotations, the markup can vary according to the Category of work that is being estimated. For example, your default markup could be 40%, but when quoting on Digital work, you can mark up as high as 80%. To achieve this, the Adjust Markup by (%) field can be set to 200. When a Quote is linked to the Digital Category, the default markup of 40% is then multiplied by 200% which equals 80%.

Navigation

Main Menu > Setup > Settings & Defaults > Lists & Categories > Job Categories

1. Adjust Markup by (%) - This is where specific adjusted markups per category per transaction are set. This is a percentage of the transaction markup percentage.

3. Customers & Commission

Customers can have their own unique markup adjustment, independent of the business's markup model. The Customer markup overrides the default markup and commission setting.

Navigation

Main Menu > Setup > Customers > New/Edit > Accounting

1. Markup (%) - Set the markup specific to this Customer here.
2. Commission - Enter the default Commission percent and type.
   • % of Profit - Commission calculated as a percentage of total Profit.
   • % of Value Added - Commission calculated as a percentage of non-product based sales, ie services.
   • % of Selling Price - Commission calculated as a percentage of the Selling Price.
   • 2nd Adj. - Commission calculated as a percentage of a second price adjustment.
   • N/A - Not applicable.

4. Itemised Quotations and Sales Orders

The below screenshot demonstrates the application's ability to apply various markups on multiple line items and quantities. If you want to add a single markup value to all the Material Items in the Quotation you simply enter the value in the Add Adj% window and click Set (1)