Originally Posted by curt.hayes
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A word of caution about using either Misc Parts or Equip +/-: once you've applied a discount, it can't be undone in subsequent change orders. As such, if you give a 10% discount on the system, you'll have to continue w/the same discount for the rest of the project (a problem if you add a low-margin TV!). There are 2 work-arounds that I use. I created a generic line item called "Discount" and usually use it w/out a room (unassigned) so it shows up as the first line item in the proposal...for the total amount required (i.e. 10% of the total installed price). Otherwise, use "Misc Costs" to have the amount show up at the end of the proposal. Either way, it only affects the initial proposal, not the following c/o's.
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I know this thread is kinda old, but I thought I'd throw my 2 cents in anyway. We occasionally send out mailers offering a discount on products. It only applies to product purchased through a distributor, not at a retail store. (we usually don't buy routers and such from a distributor)
When doing the proposal I put the discount in the equipment +/- section, but I have created labor phases that do not discount. EX: Trim(ND), Finish(ND). ND= no discount. These phases override the project defaults. Anyway, so when I add products into MMPD and I know that it is a no discount product, I assign it the appropriate labor phase.
This should help in the change order process. I've never done any change orders (I know - weird) so I can't be positive.
Hope this helps.