Add a Recipe/BOM to a Charge

Steps

1. 1Go to "Charges" in the sidebar /dashboard/charges.
2. 2Create a new charge or click to edit an existing one.
3. 3Click "Add Recipe" or open the recipe editor via the slide-over sheet.
4. 4Add material components: search the catalog or enter a new material with quantity, unit cost, and markup.
5. 5Assign each component a material category to apply default markup rules.
6. 6Add labor fields if needed: labor hours and labor rate.
7. 7Choose pricing mode: "manual" (you set the final price) or "calculated" (price auto-derived from markup cascade).
8. 8Save the recipe — the charge now has cost-based pricing with component breakdown.
9. 9When used in a proposal, a snapshot of the recipe is created (editable per-proposal).