Including Costs on Add Ons; Adjusting GP% Using Add On Costs

This video explains how to use Add-On Cost fields to influence the GP% on sales orders by enabling the correct setting in Admin > Orders > Add-ons. Once activated, any cost entered for an add-on—such as freight or hotshot charges—will update the GP% in real time and can also retroactively update prior orders where the add-on was used. This feature provides a clearer view of true gross profit without affecting accounting or expense postings.

• Go to Admin > Orders > Add-ons to configure which add-ons affect GP%. This is where you enable or disable the inclusion of each add-on’s cost in the GP% calculation.
• Edit the Add-On and select Include in Gross Profit to have its cost field affect GP%. Saving this applies the updated behavior system-wide.
• Open or create a Sales Order and add the desired add-on to apply a customer charge (e.g., $150 Hotshot Charge).
• Enter a value in the add-on’s Cost field to represent internal cost. When enabled, this updates the GP% either retroactively or in real time.
• Refresh the Sales Order after saving changes in Admin to ensure GP% updates display correctly.
• Remember: Add-on cost fields affect GP visibility only and do not post to expenses or accounting; they are strictly for management-level GP accuracy.