Products & services, rebuilt around your margins
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.
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Open the picture full sizeWhat 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
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.
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