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.