Compare Multiple Price List Tool not showing prices.
When I try to use the Compare Multiple Price Lists tool, one of my Price Lists shows but all of the pricing is listed as N/A.
How do I add user to my account?
We just hired a new employee. How do I add them to my ActionFlow account?
How do I know if I am making a profit?
There are different philosophies (for example, cost accounting vs throughput accounting) about how to answer that question and we have multiple tools depending on how you approach making a profit. You will need tools to track and analyze your costs. For
How do I know if I need to adjust my prices?
There are different philosophies (for example, cost accounting vs throughput accounting) about how to answer that question and we have multiple tools depending on how you approach making a profit. You will need tools to track and analyze your costs. For
I want to charge a tax, but only on the MATERIAL. How do I do that?
Work with your administrator or account manager to create a class that has the "MaterialTax" type. Create a SKU item and add it to a price list(s). You will then use the "Percent" column to set the percentage of the material revenue that will be charged
I want to charge a tax, but only on INVENTORY items. How do I do that?
Work with your administrator or account manager to create a class that has the "InventoryTax" type. Create a SKU item and add it to a price list(s). You will then use the "Percent" column to set the percentage of inventory items that will be charged as
I have a unit cost set for a slab in the SKU items page, but my quote doesn’t match that value. What is happening?
You may have a material waste factor for the material class which is being applied to the SKU Item unit cost. The "MaterialWaste%" column is used to estimate how much material is wasted on SqFt based jobs. The wasted material is then displayed in the
Is there a way to automatically add line items to my quote?
There are a few ways to do this depending on your need. 1. You could use a field in the Job Details section that would add a line item based on what is selected there. You will have to go into the area module and click and save to add the line item BUT
Is there a good way to organize our sinks in ActionFlow so we can find them easier when quoting?
ActionFlow has multiple types of cutouts that you can link to sinks. This allows you to sort those sinks into smaller groups, so that certain cutouts only show certain sink options.
Can I charge a fee for non-stock colors?
Yep, you will use a Special Calculation type for a "Non stock charge" line item and will have to designate which SKU items are considered stock colors.
What does the "Report?" column in the SKU items grid do? When I check the box, I don't see it on my reports.
That column adds SKU items to the "Install Schedule Checklist." You can hold down the "Shift" key and then right click on the columns in the SKU page to learn which each column does.
Can I show retail and revenue prices on the same estimate?
Yes, you can do that at the price list level in the "Advanced Settings" dropdown. Learn more about Retail Price Lists and setting up your estimate. "Retail Price List?" And "Show Alternative Revenue?" both need to be checked. At the report level, the
What is a good margin?
What a question! It depends on who you ask. For fabricators who follow cost accounting, a 5% to 10% margin is normal and 15%-30% is doing well for the countertop industry. Obviously, that can range significantly based on location, type of business (commercial
Locked area after invoiced
I have a question about after a job is paid the area and job is locked. There are times when we need to go back in for things. Is there a way to not have the job locked after it is paid?
Margin at a glance?
Is there a way to see the margin at a glance for each job?
Alias names for colors (name depends on supplier)
Our slab colors have multiple names depending on the supplier. How do we track slabs that have multiple names?
Warranty plans for jobs
How do I add a warranty plan to a job?
Correct Cost Not Showing Up On Area For Slabs
I've noticed a couple of situations when the SKU pricing is updated in the Admin tab but it isn't carrying over to the inventory items section when we are editing an area. For instance, in this area I have MSI Test Color 3cm selected and then added a
Dimensions and Edges not Showing Up on Drawing?
I just created a new price list but the dimensions and edge profiles aren't showing up on the drawing. Any advice?
Best practice for updating Price Lists.
Best practice for updating Price Lists.
How do I control access to ActionFlow by User?
How do I control access to ActionFlow by User?
How do I make a Job Process inactive and hide them from the drop-down menu?
How do I make a Job Process inactive and hide them from the drop-down menu?
What do I do if my credit card fee is showing, but I don't have any fees on my job?
What do I do if my credit card fee is showing, but I don't have any fees on my job?
Can I hide estimates/invoices from some of my users?
Can I hide estimates/invoices from some of my users?
Is it possible to upload multiple SKU Items at once?
Is it possible to upload multiple SKU Items at once?
Can I have a set of Job folders/files that are automatically created when starting a new job?
Can I have a set of Job folders/files that are automatically created when starting a new job?
Map on Scheduler
I've tried clicking on the "Map" icon but it is greyed out. Anyone know why?
Price List address
Can you have a different address for different Price Lists?
Update starting Job#
Can I update the starting Job # for the year?
Price Lists for Accounts
Can I set up a default Price List for a specific Account?
Registered Users Count
How my registered users do I have?
Duplicate Username
Getting message "Username already a user" when creating a new user but we don't show that as one of our current usernames.
Which app is best for the field guys action flow or ActionForms?
Which app is best for the field guys action flow or ActionForms?
New Price List
Do I have to make a Price List from scratch?
Password not saving
Why won't my password save? I can see that they match.
Adding Actions to Scheduler with Zero SqFt
I want to add actions to the Scheduler, but I don't want them to show the SqFt of the Job. Do you have a way to do this?
Monthly Subscription Fee Breakdown
I'd like to see what our monthly billing charges are for our ActionFlow account. How can I see a breakdown?
Disabling a user
How do I remove a user's ActionFlow login privileges? I also don't want to see their actions on the Do Now list anymore.