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Improved

Products & services, rebuilt around your margins

Platy teamPublished

Products & services in Platy OS is now one list in your own categories, showing what each item costs you, what you charge and your margin. Each category starts with a margin goal from your own prices, and Platy tells you when a cost goes up.

Products and services open on one category, with its margin goal and each item's price, cost and marginOpen the picture full size
Your items, sorted the way you think about your work
An item flagged because a receipt shows its cost went up, with a button to raise the price and keep the margin goalOpen the picture full size
See when a cost goes up, and fix the price in one tap

What changed

  • Everything you sell and buy in one list, sorted into your own categories, with each item's unit, cost, price and margin
  • Each category starts with a margin goal from your own prices, and you can adjust a whole category's prices in one step
  • Build a service from its materials and crew time, so its cost stays right when prices change
  • Picking an item on a quote, an invoice or in the phone app fills the line, and the phone search works with weak signal
  • Needs a look lists what changes what you charge: a cost a receipt raised, an item with no unit, a receipt line to match
WhereProducts & services
Who it's forOwners
Anything to do?Nothing. Your items are already in the new list.

Common questions

How do I see my margin on each item?

Open Products & services. Every item shows what it costs you, what you charge and the margin.

Can I raise prices for a whole category at once?

Yes. Open the category, click Adjust prices, and bring items up to your margin goal or raise them all by a percent. Quotes you already sent keep their prices.

What happens when my supplier raises a price?

When a receipt shows a higher cost, Platy flags the item and shows the price that keeps your margin goal. You decide whether to raise it.

Does picking an item on a quote fill in the unit?

Yes. It fills the description exactly as you typed it, the unit, the price and your cost. Your cost never shows to the client.

Related

On Platy OS

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