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Using addons effectively

Methods of sending addons to job cost

When transferring estimate information to job cost, you control how Sage Estimating (SQL) handles addon (markup) costs.

To generate a separate transaction for each addon:

  • In Step 2 of the Job Cost Export wizard, clear the Allocate addons checkbox.
  • In classic view, click Interface > Job Cost.

To prorate (allocate) addon costs to items in the estimate:

Note: This buries a part of the total addon cost in the amount for each item within the selection and range specified for the addon.

  1. In the Addon window, select each addon as allocatable.

    • On the ribbon, from the Other Pricing group on the Data tab, click Addons.
    • In classic view, click Database > select Addons.

  2. Select the Allocate addons checkbox in Step 2 of the Job Cost Export wizard.

To use a combination of these two methods:

Note: This creates separate transactions for non-allocatable addons and includes the cost of addons marked as allocatable in the item transactions.

  1. Mark only the addons you want to allocate as allocatable in the Addon window (Data tab > Other Pricing group > Addons, or in classic view, Database menu > Addons).
  2. Select the Allocate addons checkbox in Step 2 of the Job Cost Transfer wizard.