Clearmargin
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Add a Recipe/BOM to a Charge

Attach a bill of materials (recipe) to a charge item for cost-based pricing.

Attach a bill of materials (recipe) to a charge item for cost-based pricing.

Steps

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

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