> ## Documentation Index
> Fetch the complete documentation index at: https://help.getatelier.design/llms.txt
> Use this file to discover all available pages before exploring further.

# Financials view

> Vendor cost, markup, tax and the client total — where a schedule becomes a commercial document.

The **Financials** view of a schedule is where you turn a specification
into money: what you pay, what you charge, what you make, and how much of
the client's budget is left.

## The columns

| Column            | What it is                                                          |
| ----------------- | ------------------------------------------------------------------- |
| **Qty**           | How many. Multiplies everything to its right.                       |
| **Vendor cost**   | What the vendor charges *you*, per unit. Trade price.               |
| **Retail price**  | The public price, carried from the product library. Reference only. |
| **Markup %**      | Your uplift on the vendor cost.                                     |
| **Selling price** | Vendor cost plus markup, per unit. What the client pays for one.    |
| **Profit/unit**   | Selling price minus vendor cost. Your margin per piece.             |
| **Client total**  | Selling price × quantity. What lands on the invoice line.           |
| **Shipping**      | Freight for this line, if you are passing it on.                    |
| **Tax %**         | Sales tax rate applied to this line.                                |
| **Status**        | The procurement status.                                             |

<Info>
  **Vendor cost** and **retail price** are different numbers doing different
  jobs. Retail comes from the product library and reflects what the piece
  generally sells for. Vendor cost is your trade price on *this* job. Margin
  is calculated from vendor cost, never from retail.
</Info>

## The budget panel

Top right of the view: the project budget, and your spend against it. The
budget itself is set on the project. **Edit** changes it without leaving
the schedule.

<Tip>
  If the spend figure looks too low, check the project Overview for the **No
  price set** card. Items with no cost silently flatter the number.
</Tip>

## Applying markup and tax in bulk

Setting markup line by line on a sixty-item schedule is nobody's idea of
design work. Two controls above the table do it in one go:

* **Apply markup to all** — type a percentage, choose **Apply**. Every row
  gets it.
* **Apply tax to all** — same, for sales tax. Atelier shows your studio's
  default rate beside the field, taken from **Settings → Studio**.

Set the blanket rate first, then override the handful of lines that need
something different — the antique dealer who does not discount, the piece
you are handling at cost.

## Per-row editing

Every financial field is editable in place. For the full picture on one
item, use **Detail** and the **Financial** tab of the drawer — the same
fields with more room, alongside the product's images and procurement
data.

## Creating the invoice

**Create invoice**, top left of the view, turns the schedule into a client
invoice. Line items, markup and tax carry across.

Worth checking before you press it:

1. **Every line has a vendor cost.** Rows with no cost invoice at zero.
   The Overview's *No price set* card lists them.
2. **Markup is applied where it should be.** Scan the Markup % column for
   blanks.
3. **Tax is right for the delivery address.** Rates follow where the goods
   land, not where your studio is.
4. **Rejected and reuse items are marked as such.** They should not be on
   the invoice.