Prices and markups

This page answers the most frequent question: why does a product cost exactly this much and which number to change where, so that the price changes the way you intended.

In WinSum the price is assembled along a chain. Every link is configured in its own place, and the confusion is almost always that a person changes the wrong link.

The price chain: from material to invoice#

Next, product prices add up into the order, services are added to them, the saving on cutting is subtracted — and the result is the amount the customer sees. There is a separate page about that: «Discounts».

Five multipliers — and how they differ#

This is the main source of misunderstanding. The system has five different numbers, each of which multiplies the price, and they do different things.

Коэффициент себестоимости is not a markup#

The field «Коэффициент себестоимости (1.0–9.9999)», by default 1.0 (no markup).

It multiplies the cost of materials and answers the question «what does the product actually cost us». It holds the production overhead: breakage, offcuts, defects, the consumption on changeovers — everything that eats material beyond what got into the specification.

A factor of 1.15 means: there are 1 000 worth of materials in the product, and we budget 1 150.

It gives no profit. If you set only it and do not create a pricing rule, you will be selling exactly at cost.

Ценовое правило is your profit#

Справочники → Ценовые правила. This is what in conversation is usually called «the pricing policy».

The rule applies to all new calculations. Products that have already been calculated do not change: each one stores a snapshot of the formula it was calculated by. A price quoted to the customer yesterday does not change by itself.

The rule has two modes.

Единая наценка на всё. One number — a percentage on top of the whole cost.

Cost 1 250 × (1 + 40%) = 1 750

Раздельно: материалы / работы. Two numbers: its own percentage on the material part and its own on labour. Needed when you earn differently on material and on installation.

material part 1 150 × (1 + 30%) = 1 495
labour          100 × (1 + 10%) =   110
                          total 1 605

Условные коэффициенты (optional). An additional multiplier when a condition is met — for example «area over 3 m² → ×1.1». Applied after the markups, to the result. Available values: area in m², width in mm, height in mm, quantity.

How to change the rule without breaking old prices#

The rule has versions. The «Новая версия» button publishes a new formula, the previous one goes to the archive. Calculations that have already been made stay on their own version.

If the rule is shown as «Неактивно» — press «Сделать активным». A company has exactly one active rule.

Only the company owner is entitled to change ценовые правила. The others see the rule and its formula but cannot edit it.

Наценка of the profile system — overrides the rule entirely#

Справочники → Профильные системы, the «Наценка» column.

If a markup is set for a system, products of that system are calculated by it, and the pricing rule is not applied to them at all — together with the условные коэффициенты. This is convenient when you have a special arrangement for one system.

The column says «— (по ценовой политике)» — which means the markup is not set and the general rule applies.

Order markup — your own for one order#

The order card, the «Order markup» line above the items table. While there is no markup of its own, it reads «standard — company rules».

«Set your own» opens a window with the «Markup, %» field — a whole number from 0 to 1000. Below the field, as with the other markups, a hint shows what the cost will turn into. The «Recalculate order» button applies the markup to all items of the order, including those you add later.

• The order markup replaces both the ценовое правило and the profile system markup — together with the условные коэффициенты. It applies only to this order.
• Unchanged are the cost factor, logistics, the fitter's pay, the operation surcharges, waste and tax: they are cost and tax, not markup.
• Saving recalculates the whole order at the current catalogue prices and norms — the same as «Пересчитать заказ». Issued quotations do not change: issue them again.
• If some items could not be recalculated, the markup does not change and the prices stay as they were. The system says how many items were not recalculated — fix or delete them and try again.
• «Change» sets another markup, «Restore standard» removes it: the order is recalculated by the company rules and the profile system markups.
• From «В производстве» on, the order markup cannot be changed.
• If the order has a negotiated price, the total does not change with the markup — only the way it is split between the products changes.

The order markup is set by the owner and the sales manager.

Налог / НДС#

Настройки компании → Производственные параметры, the field «Налог / НДС, % (0–100)».

It is added on top of the price last, already after the markup. It is not shown as a separate line in the commercial proposal: it is already inside the product price.

The markup is entered as a percentage#

A percentage is entered into the markup field: 30 means +30 % to the cost.

Under the field the system shows a live hint — what a cost of 1 000 turns into with the number you have typed. This is not decoration: look at the hint before saving.

What «labour» consists of#

Three components, all configured separately:

• Логистика на изделие — Настройки компании → Производственные параметры. A flat amount per product.
• Зарплата мастера за м² — in the same place. Multiplied by the area of the product and by the quantity.
• Доплаты за операции — Справочники → Доплаты. Profile bending and arched glass cutting. More on the page «Services and surcharges».

The cost factor is not multiplied into labour — only into materials.

The fitter's wage and the tax are not shown as separate lines in the commercial proposal: they are already inside the product prices.

An end-to-end example#

A window, 1 piece, area 2,5 m², frame perimeter 6 m.

The profit on the product is 500,00, that is 28,6 % of the price.

If the price is not calculated#

The calculation stays a draft and does not get a price when the company has no active ценовое правило. Create a rule in the section «Справочники → Ценовые правила» and make sure it is marked as «Активно». The order markup does not replace an active rule: without one the order will not be calculated even with it.