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3.6. How do I use the Upcharges section of the plugins?

Q:  What is the "Upcharges" section used for, and how do I use it?

 

A:  Upcharges are a way for you to add additional charges to a quote without the need to add them as a separate line item.

 

Upcharges can be added as either additional time in "Minutes", or as a "Percent" of the total labor time.

You then need to specify weather this is a "Design Task", or a "Production Task".  The additional time will then be added to the selected category (i.e. Design Time, or Production Time).

 

Some examples of Upcharges include:

• Window Cleaning
• Grommet Banner
• Hem Banner
• Scan and clean up logo
• Rush Orders, etc.

You can add a new Upcharge from either the Upcharge tab in the plugin, or by going to Items > Upcharges.

To add a new Upcharge to the Upcharges list from the plugin window (on the fly):

• Click the Upcharges tab.

• Type the Name for the new Upcharge, and press the Tab or Enter key on your keyboard.

• EstiMate will tell you that the item isn't in the list and you will have the option to set it up

• Click the "Set Up" button to set the parameters for the new item. 

To add a new Upcharge from the Items menu (to add multiple Upcharges to the list of Upcharges all at once):

• From the Quote and Produce tab click Items > Upcharges

• When the Upcharges list comes up click the Upcharges button in the lower left corner and select "New" 

Set up the properties for you new Upcharge:

• Type in a name for the new Upcharge if it's not already in the field

• Decide weather this new item will be a flat rate of time in "Minutes", or if it's to be a "Percent" of the total Design or Production time.

• Select either "Minutes" or "Percent", and then type in a number value.

• For "Upcharge Type" select either "Design Task" (for things like logo clean up), or "Production Task" (for things like window cleaning), and the additional time will be added to the correct category.

• Click the OK button. 

Then, to add the upcharge into your estimate:

• Click on Upcharges tab found in each plugin

• Select the upcharge you desire

• Click add.

• Confirm the quantity of how many times you want that upcharge added

• You'll notice that either your design time or your production time (whichever applied to your upcharge) has increased to include the upcharge.