Special-Update - Calculation 2.0

overview

1. Calculation at item level
2. Overall calculation
3. presets

Go here to try it out for yourself

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#1 Calculation at item level

Services can be calculated at item level as usual on the basis of the unit price or the total price. Otherwise, a few fundamental things have changed.‍

1) Clear separation between costs & sales

The calculation is divided into two areas: costs and sales (including surcharges). Surcharges are awarded for specific types of costs, such as “materials.”

2) Introduction of defined cost elements

You can choose from the following cost types: wage, material, equipment, external services and other. You can add multiple “cost blocks” per category. Cost blocks in the same category are added up and can then be added to them.

3) Note on the workload of the service

In each calculation, we will now show you how long it will take you to provide this service.

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#2 Overall calculation

You've calculated all the items in your offer and are ready for the final touches. This is exactly what the new overall calculation makes possible.

1) Overall calculation

The overall calculation at the end of the document shows you how many costs and surcharges you have included in the various cost types (wage, materials, etc.) across all items.

2) Adjust surcharges (to be published shortly)

You can also adjust the surcharges at this level. If you do this, the difference is calculated back to all items with the respective cost type (salary, materials, etc.).

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#3 Preferences

For a more efficient calculation, you can make certain default settings.

1) Standard surcharge rates

Under Settings//Calculation//Surcharge Rates, you can store your standard surcharge rates, which are then adopted as default in the document.

2) Calculate wage costs

You can calculate your wage costs in Settings. These too are then automatically transferred to your documents.

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Note: The hourly billing rate is only used as a check here. As with materials, equipment, etc., the costs and surcharges are covered separately in the documents.

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As always, we hope you enjoy the new features! Do you have any questions or suggestions? Feel free to write to us at:

support@plancraft.de

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