Purchasing: Item rate sheets [guide]

Guide contents: Navigation | Add an item rate sheet | Resources

Navigation

Admin/manager > System setup > Purchasing > Item rate sheets

Purchase item rate sheets are used to standardize markups for items for different clients. Item rate sheets work the same way as service rate sheets. You can set different markups for the same item on each rate sheet, and then on each project, select a different rate sheet based on the client.

Add an item rate sheet

The item rate sheet will contain a list of all expense types found in Workamajig: Media items, expense report items, and purchase items.

1. Click the  button to add a new item rate sheet.
2. In the Name text box, enter a descriptive name for the rate sheet.
3. Markup/commission column: enter the desired percentage amount for the item. This will default into the proper field on the order. NOTE: For media orders, the commission is the percent discounted from the gross to calculate the net. For purchase orders, the markup is the percent added to the net to calculate the gross.
4. Click the Save button.

To use the new item rate sheet, it may be necessary to log out/in to Workamajig. The item rate sheet will then be available to select on the Client record and Project setup screens.

Resources

Purchase items [in-depth guide]

Get markup from [in-depth guide]