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