How can I Stop Materials from Changing Your Quoted Price?
How can I Stop Materials from Changing Your Quoted Price? |
When working with quoted jobs, you may want Burdi to export materials into ServiceM8 without affecting the quoted value. This can be done by sending materials across at a $0 sell price.
Why Would You Do This?
Quoted jobs already have a set value agreed with your customer. If materials were exported with their full sell price, they could unintentionally increase the quoted job amount.
By exporting materials with a $0 sell price:
-
Your quoted price remains unchanged.
-
Materials are still tracked in ServiceM8 for accuracy and record-keeping.
-
You avoid confusion when reviewing quotes and invoices.
How to Enable This Setting
You can control this in your Burdi account settings:
-
Log in to Burdi.
-
Go to Settings.
-
Select ServiceM8 Settings.
-
Tick the option: “Export Material to Quoted Job at $0 sell price.”
Once enabled, any materials sent to ServiceM8 on a job that is marked as Quoted will export with a $0 sell price automatically.
Got any questions? Call us at 1800 223 532 or send us an email at support@burdi.com.au if you require support.
Related Articles
Why Did Burdi Send Materials to the Job with a $0 Sell Price?
Why Did Burdi Send Materials to the Job with a $0 Sell Price? If you’ve noticed materials being pushed from Burdi into ServiceM8 with a $0 sell price, the most likely reason is that the job category is set to “Quoted.” This is not an error — it’s an ...Materials Profits Per Job
Materials Profits Per Job Use Burdi to know exactly how much profit you made on materials used on jobs. Watch the video below to see how to check your materials profit per job. Watch the video below to check your material profit per job <br>What's the Difference Between “Export Material to Quoted Job at $0 Sell Price” and “Suppress Line Items to ServiceM8”?
Understanding the Difference Between “Export Material to Quoted Job at $0 Sell Price” and “Suppress Line Items to ServiceM8” Burdi provides two powerful export settings to control how materials flow into ServiceM8 — Export Material to Quoted Job at ...Quoted Labour
Quoted Labour Quoted Labour uses any materials listed in the job that have the word 'labour' in them, even items inside of bundles. Residential Labour rate in the bundle Quoted Labour Cost = Sum of all the job items with the word "Labour" in it Got ...Changing Job Numbers for Invoices and Individual Materials
Changing Job Numbers Sometimes invoices get sent to the wrong customer job or materials for multiple jobs are listed on the same invoice. You can send all materials on an invoice or individual materials on one invoice to different jobs in ServiceM8. ...