Each Item can have a Component of Design Fee added to charge a Design Fee. You can manually set this Design Fee Component every time you add an Item or you can automatically set this Design Component under the Project or Company Settings to add to an Item with a Design Fee %.
To automatically set this in the Project, go to the Project, click on Settings, and then click on Advanced/Mark-up. In the General tab, find Design Fee on the left and change the % Type in the drop-down to Fee (if this is not already set). You can also enter a default Design fee percentage in the % column. Tip: If you wish every Item you add to the Project to automatically add a Design Fee Component choose the check box in the Auto column. When finished, click on Save.
To automatically set this in your company settings, go to Settings and then click on Workflow Settings. In the General tab, find Design Fee on the left and change the % Type in the drop-down to Fee (if this is not already set). You can also enter a default Design Fee percentage in the % column. Tip: If you wish every Item you add to the Project to automatically add a Design Fee Component choose the check box in the Auto column. When finished, click on Save.
Now you can Add or Edit an Item. Enter your Item/Component information for the cost/pricing for the Merchandise. At the bottom of the Component window you will see Freight/Design Fee /Additional charges. Choose Design Fee from the drop down. The system will automatically calculate the Design Fee based on the Sell Price of the Item/Component from above fields and any default Fee % you have entered; this can be changed here if no default was entered in the Project setting.
When finished, click Save. Then click Save again on the Item window. The Item entered will now have a total Estimated Price that includes a Design Fee.
There are 3 different ways to show the Design Fee on a Proposal or Invoice: To change the appearance, go to Settings, click on WorkFlow Settings and then go to the Proposal or Invoice tab. Note: Once the Company setting is changed, all NEW Projects added afterwards will automatically have this setting defaulted. Click Save when finished.
And/or go to the Project and click on Settings, then click on Advanced/Mark-up, and then go to the Proposal or Invoice tab. Click Save when finished.
1. Choosing Combine will combine this Design Fee with the Merchandise price to show the Client a Total Price of the two together. Here is an example of this in a Proposal:
2. Choosing List will show the Design Fee listed out underneath the Merchandise Item; separating these prices out. Here is an example of this on a Proposal:
3. Choosing Total will show the Total Design Fee for ALL Items that are on the document as a Total at the bottom of the document. Here is an example of this on a Proposal:
