How do I set up my company's master data in CleanCalculator?
Master data is a general description of the data which has an effect on your company's economic setup, e.g. hourly wage, hourly rate, etc.
The master data is used every time you create a new quote basis. If you change your master data, you change the entire economic structure of your company.
In order to create reliable quotes and ensure a prosperous business, it is crucial to set up your master data correctly.
See more here in the article:
How to change your master data in CleanCalculator
Click on Master data | |
|
|
Click on Edit | |
|
|
Edit the fields of the Master data | |
|
|
Click Save to keep your changes |
|
INFO: Click the information icons
|
NOTE: When you create a quote basis for a customer, you can also change the master data specifically for that quote, in case you need to make your quote more competitive by changing the price or expenses. See this article to learn how to change the master data for the individual quote basis: |
What do the fields in your master data mean?
Material percentage |
Material percentage are the expenses your company has on cleaning products. It is important to have these costs covered in the quote to ensure the profit margin. The material percentage is normally around 3-7% for commercial cleaning and covers the basics of all standard materials used, including detergents and tools, etc. The chosen material percentage gets multiplied by the collective employee expenses related to the quote, to ensure a complete contribution margin of the tasks. Paper products and tools are not included in these calculations, and you should therefore consider these extra expenses in the individual quote in the section "Additional costs per month" on the quote basis. |
Supplements per hour |
Supplements per hour are the extra costs you have for your employees in addition to the fixed hourly wage.
The wage supplements per hour (in percent) are usually between 20-45% and include all the costs that are added to the hourly wage in percent.
This applies to; Holiday pay, Pension, education, and management percent (coverage of the administrative work expenses)
|
Hourly wage |
Hourly wage is your employees' fixed hourly wage.
|
Hourly rate |
The hourly rate is the price used when creating a new quote. You can always adjust the rate on the individual quote. |
Evening supplement per hour |
Evening supplements are compensation given to employees for work done outside of normal working hours. |
Night supplement per hour |
Night supplements are compensation given to employees for work done outside of normal working hours, with a higher increase compared to evening supplements. |
Sunday and public holiday supplements per hour |
Sunday and public holiday supplements are compensation given to employees for work done on Sundays and on public holidays. |
Currency |
Currency is a field used to decide the currency used for the quote basis. The currency only gets displayed along with the price. The currency is not used to calculate any price, and it will not change any data if another currency is added. |
User-defined custom fields 1-10 |
The custom fields "User-defined" are used to provide custom data, which you can also use to autofill on to any documents. The fields are not used for calculations but are used to display information regarding prices for additional work in addition to the original quote basis. |
Employee cost per hour |
Your employee costs are calculated based on your employee's hourly wage and their supplements per hour. This gives you a quick overview of the collective hourly costs of an employee, which are included in your total monthly expenses to ensure an optimal contribution margin for the quote basis. NOTE: The Employee cost per hour is calculated automatically and cannot be edited by you, which is why this point is not shown in the editing window. |
Comments
0 comments
Please sign in to leave a comment.