Overview:

Plant Classes provide a second level of grouping of Plant Items for filtering and reporting purposes and must be attached to a Plant Group. Therefore, when filtering on a Plant Group only those Plant Classes attached to the selected Plant Group will display for selection. Plant Classes are an optional field when entering Plant Items.

Screen Guide:

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• Class Code * is the shorthand code up to 10 characters to represent the class.

• Description * is the longer description of the class.

• Plant Group is the Plant Group that you want this class linked to. The class can only be used by this group once it is selected in Plant Items.

• Default Plant Rate where you can pick up an existing Plant Rate Codes as the default for the class.

• Cost $: is the cost of the Plant class

• Markup % is the percent value of the markup of the Plant class.

• Sell $ is the sell rate of the Plant class.

• Activity is the default Plant Activity that will be populated and can be changed.

Quote a Plant Class or Plant group instead of a specific Plant Item:

When creating a quotation for job, if the specific plant item is unknown, but the type of plant required is certain, the Quotes module functionality allows you to use a Plant Group or a Plant Class in a Costsheet (At Revenue & Cost Element, At Cost Element formats), instead of having to select a specific Plant Item.

The defined values of Plant Classes on this screen (such as Plant Rate, Cost, Markup, Sell, and Activity) that will automatically populate the corresponding Cost Sheet line.

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Use the + New Plant Class button to add a new line, and the arrow buttons to navigate between pages.

Next Steps:

Once created, the class can immediately be attached to a Plant Item with the corresponding Plant Group.