EDGEBIC How-To

How to Apply a Markup to a Job Unit Price in EDGEBIC

User Solutions TeamUser Solutions Team
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6 min read

To apply a markup to a job's unit price in EDGEBIC, open the manufacturing order, expand Cost Analysis, type a Markup percent, and click Apply Markup to Unit Price. The panel in EDGEBIC by User Solutions shows a read-only roll-up of Estimated Hours, Material Cost, Labor Cost, and Total Cost beside those two controls, so you price from a figure rather than from a feeling.

This is the order-side pricing step. For the quote-side equivalent see how to set a markup on a quote, and to have variance reports compare actuals against your own figure rather than the auto-rolled routing cost, see how to set a manual cost estimate on a job; the full task library is at the EDGEBIC how-to hub.

Before You Start

  • The order exists, or you are creating it. The dialog is the same either way, and the walkthrough is in how to create a manufacturing order.
  • The product has a routing. The hours in the roll-up come from the work the routing describes.
  • Your cost master data is current. The two places worth checking first are work center cost rates and product cost.
  • You know the markup percent you intend to use. This panel does not decide commercial policy, it applies it.

The Steps

  1. Open the order. Click the edit button on the row in the Drive Schedule grid, or press the add-order button if the job does not exist yet.
  2. Expand the Cost Analysis section. It is a collapsed expander in the order dialog, so it is easy to miss on a first pass.
  3. Read the four figures. Estimated Hours is the work, Material Cost and Labor Cost are the two components of cost in EDGEBIC, and Total Cost is their sum. All four are read-only.
  4. Sanity-check Total Cost against the quantity before you price anything. A figure that looks impossible is a master-data question, not a pricing one.
  5. Type the Markup %. This field is editable and it is one of only two inputs in the panel.
  6. Click Apply Markup → Unit Price. The order's Unit Price field is filled from the rolled-up cost and your markup.
  7. Review the resulting Unit Price and adjust it by hand if commercial reality differs from the arithmetic. The field remains yours to overwrite.
  8. Click Save Order. No scheduling run is required for a pricing change.

What the Panel Contains

ElementEditable?What it is
Estimated HoursNoThe job's rolled-up hours, derived from the product's routing
Material CostNoThe material component of the roll-up
Labor CostNoThe labor component of the roll-up
Total CostNoMaterial plus labor. Cost in EDGEBIC is these two and nothing else
Markup %YesYour pricing input
Apply Markup → Unit PriceActionWrites a price into the order's Unit Price field
Unit Price (on the order)YesSale price per piece. Feeds the order grid's profit and margin columns

Two things follow from that layout. First, the roll-up is a mirror of your master data, so it improves when the master data improves and never otherwise. Second, the Unit Price stays editable after the button has written to it, which means the button is a starting point for a negotiation rather than a verdict.

How to Check It Worked

Read the Unit Price field immediately after clicking the button and confirm it is a plausible per-piece figure rather than a whole-job figure. Then save the order and look at the row in the grid: the profit and margin columns are driven by unit price, so they should have moved in the direction you expect.

Next, confirm the plan did not move. Open the job and check Item Start, Job End, and Days Late are unchanged, because a pricing edit is not supposed to touch the schedule. The general rule for which edits do and do not require a run is in which order edits need a reschedule.

Finally, if the roll-up itself looked wrong, fix it upstream and reopen the order. The panel will reflect the corrected rates and product costs the next time it is read.

Common Mistakes

Trying to type over the cost figures. They are read-only because they are derived. Time spent looking for the editable version of Labor Cost is time better spent on the work center rate that produces it.

Pricing before the routing is right. Estimated Hours comes from the work the routing describes, so an incomplete routing produces a confidently wrong cost. If the hours look thin, the routing is the place to look, not the pricing panel.

Assuming the button is a policy. It applies whatever percent you typed. It has no opinion about your market, your competitor, or the size of the order, so a rush job and a repeat job get the same treatment unless you type different numbers.

Expecting more cost categories. Cost here is labor plus material. If your accounting practice adds other layers, they belong in your commercial process rather than in this panel, and pretending the panel contains them leads to prices that do not survive scrutiny.

Forgetting to save. The button fills the Unit Price field. Pressing Save Order is what persists it, exactly as with any other field on the dialog.

Quoting from an order when a quote would be better. If the customer has not committed and you need a delivery date alongside a price, the quoting flow is built for that, including the cost breakdown described in how to see the cost breakdown of a quote.

Next Steps

If most of your pricing happens before an order exists, price on the quote and let the conversion carry the figures across, a flow covered in how to convert a quote into a manufacturing order. If your roll-ups are unreliable across the board rather than on one job, the fix is a pass over master data: rates on the work centers, cost on the products, and routings that describe the work honestly. That work pays for itself on every order afterwards, because the panel is only ever as good as what feeds it.

The takeaway

Pricing an order in EDGEBIC is a two-input job sitting on top of a transparent roll-up, and the discipline that makes it trustworthy has nothing to do with the pricing screen: it is keeping the rates, product costs, and routings honest so that Total Cost means something. Do that, and a markup percent becomes a real commercial decision instead of a guess dressed as arithmetic. See where order management and costing sit in the platform on the EDGEBIC product page, and if you are moving up from the earlier User Solutions planning tools, the move from RMDB to EDGEBIC explains what carries across. Next, read how to create a manufacturing order for the rest of the dialog and how to set a markup on a quote for the pre-order path.

Expert Q&A: Deep Dive

Q: The order dialog shows cost figures I cannot type into. Is something wrong with my permissions?

A: No, the roll-up is read-only by design. Estimated Hours, Material Cost, Labor Cost, and Total Cost inside the Cost Analysis expander are derived figures, so the way to change them is to change what they are derived from: the routing behind the product, the work center rates, and the product cost data. Only two things in that panel accept your input, and they are the Markup percent field and the Apply Markup to Unit Price button. That split is deliberate: it keeps the cost side honest to your master data while leaving the pricing decision entirely yours.

Q: I pressed Apply Markup and the unit price changed. Do I now have to reschedule the job?

A: No. Unit price and markup percent are commercial fields that the scheduling engine never reads when it places operations, so the plan on screen stays correct and no run is required. That is the same rule that governs the assigned owner and the customer on an order. Contrast it with priority, due date, direction, quantity, start date, and the product itself, all of which do feed the engine and therefore need a scheduling run before the plan reflects them. Pricing is one of the few edits you can make on a live job with no schedule consequence at all.

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