Suppliers: Before you start give though to:
- Supplier Items you create and save, will then be immediately accessible for you to recall as “drop-down” Items to be included in your future Job Estimates and actual Jobs
- Adapt the Item Names to that you want to appear on your Invoices later
- If you want to Import a pre-defined list of Items, use the link here to list the Items in an Excel format – you can then import these later
OR - You can simply Add these in as you create you Supplier options
- Clearly think, what is my COST and what MARGIN % you want to apply to each Supplier Item
- Your company as a Supplier: List down (Excel format) only items in your business that you personally supply through your company that are charged out to your customers like your Labour; Materials and equipment that you own and use, that incurs a cost to Customers.
- These can all be listed under the first Supplier – YOUR Company
- External Suppliers: Likewise list down all the Main items per Supplier you use in jobs regularly.