Default Margin by Region
Within WeEstimate the default setup for most clients will be to use a single default margin for all equipment. This margin is setup in: Tools -> System Configuration -> Region Edit -> Calculation %
Default Margin by Customer
There is a way, however, to setup default margins by Customer.
This can be configured by:
Setup Default Margin on Customer
Tools -> Customer Configurator -> Search for Customer -> Edit Customer
Update Default Margin
Setup Region to pull from Customer:
Within the margin setup at the region level, you will need to check the box labeled "Site First?"
Save the dialog box.
Close the application and re-open for changes to take effect.
Any customer who has a default margin setup (> 0%) will default all parts to the given margin at the customer level.
Any customer who has a default margin = 0 will default all parts to the given margin at the region level.