Home > SI 2015 Documentation > User Guide > Catalog > Labor Explorer > Labor Items

Labor Items

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Details

 

Labor Items are one way of charging for Labor in SI 2015, see Labor Considerations. These are Items in your SI 2015 Catalog that are set to Type "Labor". The Type is determined by your Category Settings.

General Tab

 

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Manufacturer

The dropdown menu lists all the Manufacturers in your Catalog. Click the "New" link to create a new Manufacturer. This is a required field.

Model

This displays the Model number of the Labor Item. This is a required field.

Category

The dropdown menu lists all the Categories in your Catalog. Click the "New" link to create a new Category. This is a required field.

Subcategory

The dropdown menu lists all the Subcategories in your Catalog. Click the "New" link to create a new Subcategory.

Status

Here you can mark a Labor Item as Discontinued or Approved. Discontinued can be used to keep a Labor Item in your Catalog, but not have it display on forms by default. Approved data automatically synchronizes to your SI 2015 Server for use by all User, unchecking this setting keeps your data changes local to your machine.

Image

Here you can add an image to a Labor Item. You can use the Add, Paste, Clear functions or you can drag and drop images directly into the field.

Description Tab

 

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Short Description

Here you can enter a brief description for a Labor Item for use on "internal" vs. client reports. Maximum of 255 characters.

Long Description

Here you can enter a longer description for a Labor Item. When this field is populated, all client reports will use this description. If this field is blank, client reports will use the Short Description field.

 

 

You can Check Spelling:

 

 

You can change the case of whatever you have selected in the Long Description field. Your options are: Upper, Lower, Title, and Sentence.

 

 

You can also insert an existing Snippet or add a new Snippet. See Snippets.

 

Tags

Here you can add tags to help identify Labor Items while searching.

Price Tab

 

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There are three ways to charge for labor on a Labor Item: Fixed, Variable, and a combination of both.

Fixed

 

"Fixed" charges a flat rate for the Labor Item and has four fields.

 

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Cost

Enter how much the labor costs you

Price

Enter how much you sell the labor for

Margin

Margin =(1 - (Unit Cost / Unit Price)) x 100. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below.

Markup

Markup = (Selling Price - Product Cost) / Product Cost * 100%. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below

Variable

 

"Variable" charges labor based on a rate times the number of Hours.

 

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Phase

Here you can assign a Phase to a Labor Item, generally something like: Programming, Rough-In, Trim, or Finish. Phases can determine what labor rate should be applied to the Product multiplied by the Hours (see below). By default, Labor is not charged for a Labor Item using the Phase's labor rates. There are settings for this:

Use cost and price from phase

This option uses labor rates for the Phase will be multiplied by the Hours to determine the pricing for the Labor Item.

Use specific cost and price

This option allows you to enter specific rates for the Labor Item, once again the fields are:

Cost

Enter how much the labor costs you

Price

Enter how much you sell the labor for

Margin

Margin =(1 - (Unit Cost / Unit Price)) x 100. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below.

Markup

Markup = (Selling Price - Product Cost) / Product Cost * 100%. This field calculates automatically for you based off of the Unit Cost and Unit Price. See "Pricing Options" below

See Labor Considerations for more information regarding charging for labor this way. See Phases for labor rate settings.

Hours

Here can add the number of hours you estimate (or know) that it will take to install a Labor Item. When used in conjunction with the Phase field, labor may be calculated depending on how you have chosen to charge for labor in SI 2015. See Labor Considerations for more information.

Fixed + Variable

 

You can also use a combination of Fixed and Variable for your Labor Items by checking both boxes.

 

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Common Fields

 

Taxable

Determines whether a Product is taxable. See Tax Settings.

Pricing Options

This option is checked by default. This will automatically change your Unit Price based on the existing Margin and Markup when you change the Unit Cost for a Product.

 

 

Price Rules

Clicking this link will allow you to use Price Rules to set the pricing fields for the Product. See Price Rules.

Estimated Installation Price

This will show you the estimated installation price for the Product which will include labor, taxes, and price adjustments if applicable.

 

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Accounting Tab

 

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Item

This field will display the QuickBooks Item Number when using our QuickBooks Integration. You can also manually enter an "accounting ID" from your own accounting software.

Vendor

This field will display the QuickBooks Vendor when using our QuickBooks Integration. You can also manually enter a vendor from your own accounting software.

Custom Fields Tab

 

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Here you can set Custom Fields for a Labor Item. There are five Short Text fields, three number fields, three date fields, and three long text fields. Click here to see how to name your Custom Fields.

Accessories Tab

 

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Here you can add Products and/or Labor Items to a Product. Click here to learn about Accessories.

Additional Fields Within Projects

 

When a Product has been added to a Project, there are additional fields added.

General Tab

 

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Component ID

This will display the auto-generated Component ID for the Product. This is a unique number given to every Product and Labor Item added to a Project. Click here to see how to set your Component ID. You can override this number by typing in the field.

Optional

This will mark the Product as Optional. Click here for details.

Locations and Systems Tab

 

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This displays the Location and/or System that the Product is assigned to within the Project. You can edit your Locations and Systems here via the buttons. See Location and System Settings.

Accounting Tab

 

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Estimate Number

This field will display the QuickBooks Estimate number when using our QuickBooks Integration. This field is editable.

Order and Install Tab

 

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Order Status

Here you can set the order status of the Product choosing from: Not Ordered, Ordered, and In Stock/Received

Ordered Date

Here you can set the order date of the Product.

Received Date

Here you can set the received date of the Product.

Installed

Checking this box will mark the Product as "Installed" on in the Project and on any Task this Product is a part of.

Installed Date

Here you can set the install date of the Product.

Installed Date

Here you can set the install date of the Product.

Installed Notes

Here you can enter any installation notes for the Product.

Tasks

This will list the Task to which the Product has been assigned.

Remarks

 

Order Status, Ordered Date, and Received Date don't really apply to Labor Items but if you find a use case for them, wonderful.

 

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Last modified
14:02, 19 Feb 2015

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