Setting Up And Using the Profit Wizard To Ensure Each Invoice Is Profitable

March 3, 2022 by John Lopez

The Profit Wizard in our Manager™ SE shop management software provides an overview of your costs and profit on an order in the form of a pie chart and a summary of the profit detail in the form of the Summary Detail Matrix.

See Your Profit By Job

If you're writing up an order and wondering if you have built in enough profit, use the F12 key as a shortcut to view the pie chart. You’ll see a breakdown of the invoice by parts, labor, and sublet. You can also set a percentage of the invoice as Overhead and Miscellaneous. This makes it easier to visualize the profit on that order. You can easily go back and make adjustments as needed to maintain the margin you want on each order.

What Are Overhead And Miscellaneous Costs?

Overhead and Miscellaneous Costs allow for you to account for costs that are not parts, labor, or sublet related. Enter the percentage you need for each invoice to cover those other expenses.

Setting Up Overhead And Miscellaneous Percentages

• Click Setup (gears)
• Standard Tables
• Markup
• Edit your Shop Overhead % and Miscellaneous Overhead %

What If F12 Doesn’t Work On My Computer?

If “F12” doesn’t work, try pressing the Function (FN) key, then press F12. The function key is in the lower left of your keyboard. You can also Check Profit by pressing the “Options” button in the lower right side of Manager SE.

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