At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal.

Proposal Footer
  • Numbers (tab) provides a financial summary of the job.
  • Engineering (tab) summarizes the engineering details from every item on the proposal.
  • Mix (tab) displays a breakdown of your proposal—your parts vs. labor profitability for this job.
  • Commission (tab) gives you the ability to see how commissions will be paid
  • Use Tax (tab) shows the amount of Use Tax calculated on the products in this proposal.

Each of these tabs are described in detail below:

Numbers (tab)

The Numbers tab in the footer of the Designer gives us a financial summary of the job, including parts and labor cost, modifiers calculations, labor hour details, and sales price information. You can keep an eye on your costs and profit margin as you add products to the proposal.

Numbers TabNumbers Tab

Parts Cost: Cost for tall parts in this proposal
Labor Cost: Your total labor costs for this proposal
Total Cost: Total cost for this proposal
Margin: Sales minus the cost of goods sold
Markup: The amount by which the cost of a product is increased in order to derive the selling price

Profit: The total price minus your total costs
GDP: Your Gross Daily Profit, the total profit divided by labor hours, then multiplied by 8 hours to show how much profit you can generate in an 8-hour day.

Misc Parts: This is the Miscellaneous Parts Modifier from the Proposal Info tab; the amount being charged to cover any miscellaneous parts that may be needed for this proposal.
Project Management: This is the Project Management Modifier from the Proposal Info tab; the amount being charged to cover your project management costs on this proposal.
Discount and Discount 2: These are the Discount Modifiers from the Proposal Info tab; they are the percents by which you are discounting the proposal (for example, one discount for labor, one discount for parts)
Margin Adjustment: This is the Margin Override Modifier from the Proposal Info tab. This margin overrides any price you have on an item and uses instead the margin entered.

Custom Mod 1 and Custom Mod 2: These are the Custom Modifiers from the Proposal Info tab; the Custom Modifiers increase the percent charged on parts, labor, or both for any reason you choose.
Global Mod 1 and Global Mod 2: These are the Global Modifiers from the Proposal Info tab; they increase the whole price of the proposal by a particular percentage.

Labor Hours: The total labor hours is calculated by adding up all of the Labor Hours designated for each product in the design.
Labor Cost: Your total labor costs for this proposal
Labor Amount: This is the total labor price.
Labor Margin: This is the difference between your net labor sales and the cost of labor sold
Labor Time Mod %: This is the Labor Time Modifier from the Proposal Details; it is the percentage by which you are increasing your labor time for specific labor phases.

Parts: This is the parts subtotal for the proposal
Labor: This is the labor subtotal for the proposal
Subtotal: This is the combined subtotal (parts plus labor)
% Sales Tax: This will indicate the percent sales tax for this proposal and the total sales tax to be charged
Grand Total: This is the grand total including sales tax

Filter the Design

The Numbers tab will adjust if you filter the design. For example, if you wanted to see your numbers for a particular room or labor phase:

  1. Click the Options button at the top of the Designer
  2. In Filtering Options, choose a room from the Location Filter dropdown list or choose a labor phase from the Labor Phase Filter dropdown list

Proposal Totals Update When a the Design is FilteredProposal Totals Update When a the Design is Filtered

For additional information, watch the Designer—Numbers Tab video:

Engineering (tab)

Engineering TabEngineering Tab
On the Item Master we can track various engineering details, like power consumption, heat BTUs, inputs/outputs, etc. The Engineering tab in the footer of the Designer summarizes the engineering details from every item on the proposal:
  • Rack units
  • Amps
  • Volts
  • Watts
  • BTUs

You can also see the In, Out, and Available totals for:

  • IR Ports
  • Network Ports
  • Outlets
  • RS-232s

Filter the Design

The Engineering numbers will adjust if you filter the design. For example, if you wanted to see your engineering numbers for a particular room or labor phase:

  1. Click the Options button at the top of the Designer
  2. In Filtering Options, choose a room from the Location Filter dropdown list or choose a labor phase from the Labor Phase Filter dropdown list

For additional information, watch the Designer—Engineering Tab video:

Mix (tab)

Mix TabMix Tab
In the Mix tab in the footer of the Designer, you can see the breakdown of your proposal—your parts vs. labor profitability for this job:
  • Equipment: Product, minus bulk wire/cable
  • Bulk Parts: Bulk product such as wire/cable
  • Labor: Labor

Filter the Design

The Mix tab will adjust if you filter the design. For example, if you wanted to see your mix percentages for a particular room or labor phase:

  1. Click the Options button at the top of the Designer
  2. In Filtering Options, choose a room from the Location Filter dropdown list or choose a labor phase from the Labor Phase Filter dropdown list

Commissions (tab)

Commissions TabCommissions Tab
If commission rates have been assigned to the salesperson and/or the proposal itself, iPoint will display the commissions that will be due to each employee based on their respective schedules here in the Commissions tab.

Click the green percent icon next to each user’s name to open the Commission Dialog window.

Commissions Dialog WindowCommissions Dialog Window

Learn More about the Commissions Dialog window in the Commission Details section of the manual.

Use Tax (tab)

The Use Tax tab shows the amount of Use Tax calculated on the products in this proposal.

Use Tax TabUse Tax Tab
Last modified: 16 Jul 2020

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