Account for shop based consumables that are not tracked at a part number level on work orders
Shop supplies can automatically be charged on W/O's by setting them as part of your billing defaults. Depending on your default billing configuration, this is most likely done as part of your Config > Cities > (select city) > Billing Options, or your Customer/Asset Billing Override.
The Shop Supplies Method can be set to either a charging a specific flat amount, such as $12, or a percentage of labor.
If using a Labor Percent, you can specify how you would like to charge the percentage:
- Standard Percentage: charges the percentage as you would expect
- Fluctuating Percentage: charges one percentage based on a break-off amount. If the labor is above a certain percent, it charges one rate, and if below, it charges another percentage.
- Dual-Rate Percentage: charges potentially two percentages - (labor equal or below the break-off amount * the percentage below) + (labor above the break-off amount * percentage above)
Depending on your shop supplies defaults, set as part of your billing configuration defaults, these are copied to the W/O as the work order is created.
In the W/O itself, you can edit and change the shop supplies amounts as needed from the Config & Billing sidebar > Billing sub-tab.
