Plants

Add

• Go to Costbook - Plants.

• Click the + New Plant button to open a new page.

• Enter the following information

  • Details Tab

    • Details:

      • Botanical Name (required)

      • Common Name (required)

      • Spanish - (optional - only visible if Spanish is set as the Alternate Language)

      • Description (optional)

      Settings:

      • Division: The division that this plant would typically belong to. This will affect the pricing displayed on this page. This plant can be used on an Estimate in any division.

      • Cost Code: This can be used for grouping (if desired) on Job Management reports.

      • Unit Type: How will this plant be measured. Only applicable if Unit Pricing is enabled.

      • Plant Category:

      • Sales Taxable: Will Sales Tax be applied on this plant.

    • Status:

      • Hide on Proposal: The plant will not be displayed on the Proposal even if the specific Plant Type is selected.

  • Sizes Tab

    • The Items tab allows you to enter additional plants that may be of different size or from a different supplier and prices, the item entry is outlined below:

      • At the top of the items screen you will be able to change the default Purchasing Tax, Warranty %, Overhead Markup %, ability to Override and set the Profit Margin or set the Plant to be Fixed Price, each is explained below:

        • The Purchasing tax will be set based on the Division that was set in the Details tab, but you can change this by choosing a different tax from the dropdown.

        • The Warranty percentage is used to calculate the added expense of replacement cost of warranty items, you can type in a new value from the default if the Warranty % is higher or lower for this item.

        • The Overhead percentage is set based on the Division setting and cannot be overridden, this ensure the full overhead amount is recovered based on the division setting.

        • The default Profit Margin is set based on the Division setting but can be overridden by clicking the Override checkbox then entering a new percentage.

        • You can override the price by clicking on the Use Fixed Price checkbox and entering a price manually.

      • Once you have kept or changed the default settings for the item, you can now enter the details for each Plant:

      • You can set whether the item will be Active or not by checking or un-checking the Active box

      • You can set where the item will be in the Favorites filter

      • Entering a SKU for the Plant is helpful when you are updating the cost by importing a Plant list, but this is optional.

      • You can choose a Supplier from the drop down list, if your Supplier is not listed you can enter a new Supplier, further details is located in the Create a Supplier area.

      • When you choose a Size, if the size has a labor type associated with it, this will be brought into the Estimate with the plant unless you are adding the plant through a kit, then the planting labor for the kit will be brought into the estimate.

      • Enter a Unit Cost, the system will automatically calculate the Unit Price using the Overhead and Profit to the unit cost to calculate the unit price

      • Click the + to add another plant that could be from a different supplier, size or has a different cost, for more details see the Add Multiple Plant Sizes section below.

  • Culture Tab

    • In the Culture tab you will see a button to Search for a Match if the plant is not currently matched or you will see the matched plant

      OR

      To have the program try to find a match or a better match, click Search for a Match button

    • The Matches will be displayed as shown in the following:

      If the search results are not correct, you can type into the Search field and click Search to find a better match.

    • Otherwise, if the search result has a good match, click on Select.

      You will be brought back to the Culture tab with a plant picture and the plant culture details.

• Click the Save & Close or Save button to save the Labor rate to the Costbook or Cancel if you would like to discard the entry.