Cost categories, fees, discounts, taxes, permits, and rebates

Required role: Admin · Tier: Pro (Financials)

This is everything you can layer onto Monterra's raw cost build to shape the final customer price: how lines are grouped, what gets added or taken off, and how tax, permits, and rebates apply.

Cost categories

Cost categories group line items in the quote and on the customer-facing breakdown. Every cost row carries one.

Two scopes:

• Organization categories are your defaults. Set them under Configuration, then Design & quoting, then Quoting categories. Click + Add category to add one. New projects start with this list.
• Project categories are one-off edits to a single quote. Open them from the Category cell on any line in the quote table, which launches the Financial Categories editor. Changes here do not affect other projects.

Each category carries a color used on the customer breakdown. Click it in the editor to change it.

Fees and discounts

Open Add project-level adjustment or discounts above the quote table, or set defaults in Price Book, then Price adjustments. The editor has three sections:

• Blended Price Adjustments are hidden from the customer and blended into the prices of line items. Use these to mark up cost without showing a separate row.
• Fees appear on the customer breakdown as their own line, added to the price.
• Discounts appear on the customer breakdown as their own line, subtracted from the price.

Each row takes a Name, an amount, and a Description. Toggle the unit between % and your currency:

• A percent Fee or Discount is calculated against the line items total price.
• A percent Blended Price Adjustment uses a base you pick: Total cost or Total price.
• A flat amount applies as entered.

Defaults set in Price Book flow into new projects only. Editing a default does not change projects already in flight.

Taxes

In the quote, open the More actions menu, then Settings. Tax Calculation Basis has two options:

• Tax on Unit Costs taxes each line's unit cost before markups and adjustments.
• Tax on Final Price taxes the final price after markups and adjustments.

Click Edit tax rates to set the three rates that apply to taxable rows:

• Material Tax
• Labor Tax
• Other Tax

Taxability per line is controlled by the row's tax flags in the Price Book.

Permits and rebates

Both sit at the bottom of the quote, below tax.

• Permitting fees is a flat dollar amount you enter, plus an optional description. It is added to the customer's total.
• Rebates open from Edit rebates. Click Add Rebate, then give each one a Rebate Name, Amount, and Description. The total is subtracted from the final price and shown as Total price, after rebates.

For rebate research, the Find rebates button searches BriteSwitch by ZIP and site type. Copy the value you want into a rebate row.

Tips

• Changes to Price Book adjustments do not retroactively update existing projects. They apply to the next project you create.
• A blended adjustment with a Total price base recurses through itself. Prefer Total cost unless you specifically want a margin-on-margin calculation.