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Phase Name: Sets the name of the Phase on a quote. A name other than "Default Phase" is necessary for it to appear on the quote. If you have multiple Phases, you can ensure the desired order of appearance by using numerical prefixes such as 01), 02), 03), and so on. The quote will remove the numerical prefix when printing.
New Margin, New Markup, and New Customer Discount: Depending on your pricing type, the Phase level allows you to change only the appropriate cell. Lump Sum Sale and Lump Sum Sale + Tax enable adjustments to the New Margin, while Discount From List allows changes to the New Discount, and Markup permits modifications to the New Markup column.
Pre-Tax Sell: Alters the overall customer price of the Phase, accounting for tax based on your pricing type.
Phase QTY and Phase UOM: Used for setting up a hybrid Phase to hide multiple line items on the Customer Quote but still follow internal processes and best practices of itemizing for accounting purposes. Configure these fields to consolidate Phase-associated items into a single line with the Phase name as the part number and the Phase description as the Description, along with a summed-up price. This is commonly used for Services (labor, project management, design, etc.) or Freight from multiple manufacturers.
Start Date: Indicates the anticipated start date of the Phase.
Installers Per Day: Specifies the number of installers required per day for Phase installation.
Installation Days: Specifies the number of days expected to complete the installation for this Phase.
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