How to View and Change Margin % for Jobs Using Cost+ Pricing in Active Estimates/Orders

Jobs (Print Jobs or Non-Print Jobs) contained within active Estimates and Orders that are using the Cost+ price calculation mode display the Job Target Margin % item, allowing you to view and change the margin % for the job.

Follow this guide if you would like to view or change the margin % for a job using Cost+ pricing within an active Estimate/Order.

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Table of Contents

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(1) Navigate to Orders (or Estimates)

(2) Select the Order (or Estimate) that contains the Job you would like to view/edit

(3) Navigate to the Products/Jobs tab

(4) Select the Job you would like to view/edit

(5) Find the Job Target Margin % and Job Actual Margin % within Job Details

Note: If you do not see the Job Target Margin % or Job Actual Margin % ticket item within Job Details, that means you are missing this item from your assigned View. Follow these steps to add the theseticket items to your view:

(1) Navigate to Configuration

(2) Open the View editor section

(3) Select Print Job Views (or Non-print job views)

(4) Select the View you are assigned to

(5) Move the Job Target Margin % and Job Actual Margin % item from the top item library into one of the three view columns

If you still do not see the Job Target Margin % item within Job Details, make sure the job you are viewing is set to the Cost+ price calculation mode within the job template settings (Configuration > Product editor > Print jobs (or Non-print jobs)

(6) If you want to change the margin % for the job, change the value for the Job Target Margin % item

The Job Target Margin % item value is used in calculating the Price per Job value for the job. The Job Actual Margin % value displays what the actual margin % is for the job. These values can differentiate from each other if 1) the Price per Job value is halted or overridden or 2) the job contains Modifiers that are adding custom pricing values to the job.

Please note:

1) When you change the Job Target Margin % value, it will enter into an Overridden state and the field will be displayed with a yellow background.

2) If you change the Job Target Margin % value on an Estimate that has been issued or an Order, you will note that it does not immediately change the Price per Job value. This is because a halt is placed on the Price per Job value since the Estimate has been issued or the Order has been accepted. To remove this halt on the Price per Job, you will need to navigate to the Status tab and update the affected Job to the calculated price.

(7) Click “Save”