This area allows you to select the option to round the Cost of your Materials to the next full Order quantity. You can also choose to apply your Taxes to the Cost instead of the charge.
Requires Location or Administrator Role to access this area.
1. Click your name at the top right and choose Account Settings.
2. Expand Estimate Settings and click Settings.
3. General Estimate Settings
4. Profit Margin Settings
- Admin Users can set a Maximum and Minimum Profit Margin for every estimate.
5. Discounts - Preconfigure available discounts so you can select them from a list on the Estimate instead of manually inputting them each time.
5. Taxes - You can set the Tax Rate to be used for all Estimates within here so that you do not need to set Tax individually on every Estimate.
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