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Proposal (Equipment and Labor Price)

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Details

 

This page describes the Proposal (Equipment and Labor Price) report in SI 2016.

Accessories and Packages

 

Proposal reports are the only reports in SI 2016 that will display Accessories with their "parent" Item and they are the only reports that will display Packages with all Items grouped together. If for some reason you don't want to keep Accessories with the parent Item or if you don't want to show Packages in your Proposals, there are Report Settings for these.

Definitions

 

This proposal has the following default Report Definitions:

 

 

Proposals can have up to three levels of groupings. For example, you could create a Report Definition that groups "By Location By System By Category".

Layout and Fields

Cover Page

 

Proposals have a cover page that displays Client information (project name, name, address, etc.), your Company Information, and an Image.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/cover_page.jpg

 

The header graphic can be changed via Report Themes.

 

The image that displays in the middle can be changed via a Report Setting.

Body

 

In the body of the report, there is a page header graphic and a group header graphic for the first grouping. These can be changed via Report Themes. In the image below, the report was run "By Location By System".

 

body1.jpg

 

The fields that print for each item are:Quantity, Manufacturer, Model, Description, Equipment Price and Labor Price.

 

Model and pricing can be turned off via settings in the Report Definition.

 

By default, only Products display on these reports, not Labor Items. You can choose to display Labor Items via a setting in the Report Definition. Labor Items will display zero dollar pricing in the Equipment column:

 

 

At the end of each grouping, there is a subtotal. In the image below, the report was run "By Location By System".

 

 

At the end of the last grouping there is a Project Subtotal.

 

 

If you are using Miscellaneous Items they will list after the Project Subtotal:

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/miscellaneous_items_section.jpg

Project Summary

 

The last page of Proposal reports, by default, list the totals for Equipment, Labor, Tax, and then Grand Total.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/default_project_summary.jpg

 

If you have Miscellaneous Items in the project, they will list after the Sales Tax line since these are not taxed:

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/project_summary_misc_items.jpg

 

If you are using Price Adjustments, these will display in the Project Summary. You can change the wording of each of these fields via Report Settings.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/project_summary_with_price_adjustments.jpg

 

You can choose to break your labor out by Phase via a setting in the Report Definition. Each Phase will list on separate lines, and if using the Management and Design fields on your Phases, they will be combined into one line item each with the totals from each Phase.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/project_summary_labor_by_phase.jpg

 

If you use the Discount field for Products within a Project, by default they will not show here in the Project Summary section. You can choose to display the discount here via a setting in the Report DefinitionYou can change the wording this field via Report Settings.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/project_summary_with_discount.jpg

 

You can choose to separate Sales Tax from your Labor Sales Tax via the Report Settings. You can also change the wording of these fields via Report Settings.

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/project_summary_separate_tax_values.jpg

 

Below the Project Summary section, there are signature lines:

 

File:SIX_Guide/008_Reports/001_Stock_Standard_Reports/Proposal_Reports/signature_lines.jpg

Page Footer

 

 

The Page footer contains the following fields: your Company name, the Project Name, Project Number, Date, and Page Number.

 

report footer.jpg

 
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