SM Rate Override Material Form
Use the SM Rate Override Material form to set up override discount or markup rates for materials/parts based on a set of defined break points.
You can also use this form to set up override markup or discount rates by category or material.
Access this form by:
Clicking Advanced in the Material Rates section of SM Rate Templates
Clicking Advanced in the Material Rates section of SM Rate Template Effect Dates
Clicking Override Rates in SM Customers, SM Service Sites, or SM Work Order Quotes to access SM Rate Override Base, and then clicking Advanced in the Material Rates section
You can set up Rate Break Points to define one or more levels of discount or markup rates (depending on the rate type specified) for materials. You will only need to set up rate break points if you want to override the standard discount or markup rate defined for the template. For more information, see Rate Break Points.
Click the links below for more information about setting up material rate overrides.