Specify where to Apply Charges (retail, revenue, cost) (%Target)

Set whether charges impact cost, revenue, or retail. In most cases, these charges will result from unit revenue calculations. The “Use” and “UseCost” settings calculate the resulting charge based on unit cost.

This column works in conjunction with the Percent column. The “Percent” column defines which line items to use when applying the percentage value. The “%Target” then defines where to apply the charge – cost, revenue, or retail.

Listed below are some examples of how to apply this feature. Work with your account manager if you have questions.

All %Target – Apply a charge to cost, revenue, and retail

Setting %Target to “All” will apply the charge based on unit revenue calculations to the cost, revenue, and retail. This is the default setting for line items.

In this example, the line items have a quantity that is applied to the unit cost, unit revenue, and unit retail which determines the cost, revenue, and retail on the quote.

Cost %Target – Apply a charge to cost ONLY

Setting %Target to “Cost” will apply the charge to the cost only.

In this example, the Credit Card fee is 2% of all revenue and it is added as a “Cost” because your shop will have to pay that to the credit card company. However, some states do not permit charging credit card fees to customers so you would NOT add this is a “Revenue” value.

Use and UseCost %Target – Apply a charge based on the Cost

Setting the %Target to “Use” or “UseCost” will calculate a charge based on unit cost (in most other cases, charges are based on unit revenue calculations). This setting is used in conjunction with the Percent column.

“Use” Inventory Example

In this example, the Percent column is set to 10% and the %Target is “Use.” The line item is called “Use Tax” and has an “InventoryTax” SKU class type.

The cost of the material is $528 and the cost of the sink is $75 totaling $603. The unit cost for the “10% Use Tax” total cost of those two inventory items ($603). The calculated Use Tax ($60) is applied to the cost, revenue, and retail.

“UseCost” Material Example

In this example, the Percent column is set to 10% and the %Target is “UseCost.” The line item is called “Material Waste” and has an “PctMaterial” SKU class type.

10% material waste ($34) is applied based on the cost of the material ($340) and ONLY impacts cost.

“Use” Material Example

In this example, the Percent column is set to 10% and the %Target is “Use.” The line item is called “Material Waste” and has an “PctMaterial” SKU class type.

The 10% Material Waste is calculated from the cost of the material ($340) and applied to the cost and revenue in the quote.