> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.cloudbridal.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # Tracking Alterations in CloudBridal # Tracking Alterations in CloudBridal CloudBridal offers three ways to track alterations. Pick one below, then follow that section start to finish - each one is a complete path, so you can ignore the other two. --- ## Which Approach Fits Your Store | Approach | Setup | The bride's ticket shows | Daily entry | | ----------------------------------------------------------------- | --------------- | ------------------------ | ----------------------- | | [A single alteration fee](#a-single-alteration-fee) | None | One "Alterations" line | One price | | [An itemized alterations menu](#an-itemized-alterations-menu) | About 15 min | One line per service | Checkboxes on one line | | [Alterations as inventory items](#alterations-as-inventory-items) | An hour or more | One line per service | One line per alteration | **Charging one flat fee regardless of the work?** Use the single alteration fee. No setup. **Want each service priced consistently and itemized for the bride?** Use the itemized menu. This is what most stores want. **Also need to know who performed each alteration, track each one's status separately, or report on revenue by alteration type?** Only inventory items do that. It's the heaviest option, so choose it for those three things specifically - not for the itemization, which the menu already gives you. Starting with the menu and moving later is safe: every service name and price is stored on its orders, so your history stays intact. --- ## A Single Alteration Fee Uses the built-in **Alterations** charge on the order. Ideal when your seamstress totals up the work and you don't need it broken down. On the order form, click **Other add-ons** under the price and choose one of three built-in charges: - **Alterations** - the alteration charge - **Additional work** - non-alteration work such as steaming or pressing - **Additional fees** - miscellaneous charges It joins the **Add-ons** section, where you enter its price and notes describing the work. The amount joins the order total automatically. To take it off, remove it from the section, which clears its price. ### If You Don't See the Option Which charges are offered is set per item type, and the types created at signup already differ: | Item type | Alterations | Additional Work | Additional Fees | | ---------------------------- | ----------- | --------------- | --------------- | | Dress | Yes | Yes | Yes | | Accessory, Veil | No | Yes | Yes | | Service, Fee, Other | No | No | No | To offer it elsewhere, go to [**Settings → Items**](https://go.cloudbridal.com/settings/inventory), open the item type, and under **On orders** tick **Show** for **Alteration price**. --- ## An Itemized Alterations Menu A price list your staff check off on the order. Each service ticked becomes its own line on the ticket and receipt. ### Setup Five steps, once. **1. Find your store's vendor record.** Go to [**Vendors**](https://go.cloudbridal.com/vendors). A record named after your store was created when you signed up - that's the one your alterations menu will live on. If it's missing, click **Add Vendor**, enter your store name, and save. **2. Pick an item type.** Go to [**Settings → Items**](https://go.cloudbridal.com/settings/inventory). The **Service** type created at signup already fits - no stock tracked, kept off purchase orders - so most stores use it as-is. Create a dedicated **Alterations** type instead if you also sell steaming, preservation, or rush fees and want those kept apart. Click **Add item type**, name it "Alterations", leave **Track stock** off, and turn off **Let staff add it to purchase orders**. **3. Point that item type at your store.** Still in the item type, set **Default vendor** to your store's vendor record, and save. Don't skip this one. Your menu only appears once an order has a vendor, and this fills it in the moment staff pick the item type. Without it the menu looks like it isn't there. **4. Build the menu.** Go to [**Vendors**](https://go.cloudbridal.com/vendors), open your store's record, and select the **Add-ons** tab. Click **Add group**, name it "Alterations", and set: - **For**: the item type from step 2, so the menu stays off dress orders - **Charge tax**: untick if alteration labour isn't taxed where you are - **Discounts apply**: tick if percentage discounts should apply Then click **Add add-on** once per service - hem, bustle, take in bodice, straps, cups - giving each a **Retail** price. **Wholesale** is optional, for when you pay a seamstress per job. Drag to reorder. Add-ons have no variants, so price tiers become separate entries: "Bustle - French, 1-3 pts" and "Bustle - French, 4-6 pts". **5. Create an alterations item.** Go to [**Inventory**](https://go.cloudbridal.com/inventory) and click **New item**. Choose your item type from step 2, set **Vendor** to your store, name it "Alterations", and in the item's **Add-ons** field select every service you just built. Save. This is what makes the menu land open and ready on the order rather than tucked inside a collapsed **[your store] add-ons** group. ### Using It on an Order 1. On the bride's ticket, click **Add item** and choose your "Alterations" item 2. Open the **Add-ons** field - your menu is listed with prices 3. Check off each service she needs. Each one is listed in the order's **Add-ons** section 4. In that section, adjust a price if this order is a special case, and add notes to any service for the seamstress For something not on the menu, type its name in the **Add-ons** field and add it as a custom add-on, or choose **Other add-ons** › **Custom add-on**. One-offs like this apply to that order only. Running a second group - "Embellishments", say - lets you mix tax and discount treatments, since each group carries its own. --- ## Alterations as Inventory Items Each alteration becomes a service item in your inventory, and each one added to a ticket becomes its own line. That's what buys you per-alteration seamstress, status, and reporting - and it's why entry is heavier. ### Setup **1. Set up the item type.** Follow steps 1-3 of [An Itemized Alterations Menu](#an-itemized-alterations-menu) above, with two additions when configuring the item type: - Set **On an order with other items** to **Has its own status** so each alteration carries its own status - Under **On orders**, tick **Show** for **Seamstress** The **Service** type won't do here - it has neither setting - so create a dedicated **Alterations** type. To tax alterations, tick the new type under **Item types** on your tax rate in [**Settings → Sales tax**](https://go.cloudbridal.com/settings/taxes); leave it unticked if they're exempt. **2. Create an item per service.** Go to [**Inventory**](https://go.cloudbridal.com/inventory) and click **New item** for each one: - **Item type**: Alterations - **Vendor**: your store - **Item name**: e.g. "Bustle Installation" - **Price**: your default for this service **3. Add variants for the pricing options** within each service: **Bustle Installation** | Variant | Price | | -------------------------- | ----- | | French Bustle (1-3 points) | $75 | | French Bustle (4-6 points) | $125 | | American Bustle | $95 | | Austrian Bustle | $150 | | Over-Bustle | $65 | **Hem** | Variant | Price | | ------------- | ----- | | Simple Hem | $85 | | Horsehair Hem | $125 | | Rolled Hem | $95 | | Hem with Lace | $175 | ### Using It on an Order 1. On the bride's ticket, click **Add item** 2. Search for the alteration (e.g. "Bustle") 3. Choose the variant (e.g. "French Bustle (4-6 points)") 4. The price fills in from your variant pricing 5. Repeat for each alteration needed Four alterations means four lines to add rather than four checkboxes, and a price change means editing each item's variants rather than one list. That's the cost of the extra detail. --- ## Same Ticket or Separate Order Either approach works on the dress ticket or on its own order. **On the same ticket** - one order number covers dress and alterations, payments apply to the combined total, one receipt. Use **Add item** on the existing order. This suits most stores, especially when alterations are agreed at the time of the sale. **As a separate order** - its own order number, payments, receipt, statuses, and sale date. From the customer's profile, click **New order**. Choose this when you run a separate alterations department, bill alterations independently, agree the work long after the dress sale, or might need to refund alterations without touching the dress. --- ## Sales Tax on Alterations Tax treatment varies by location - check with your accountant before configuring. | If you're using | Set it here | | ------------------------ | ------------------------------------------------------------------------------ | | A single alteration fee | [**Settings → Sales tax**](https://go.cloudbridal.com/settings/taxes) → **Charge tax on alteration prices** | | An itemized menu | The add-on group's **Charge tax** checkbox | | Alterations as inventory | Tick the item type under **Item types** on a tax rate in [**Settings → Sales tax**](https://go.cloudbridal.com/settings/taxes) - leave it unticked for exempt | Additional work and additional fees have their own switches beside the alterations one: **Charge tax on additional work** and **Charge tax on additional fees**. If your prices include tax (common in the UK), turn on **Prices include tax** in [**Settings → Sales tax**](https://go.cloudbridal.com/settings/taxes). CloudBridal then calculates and shows pre-tax amounts, and tax-exempt items display at the price you entered. --- ## FAQs **I built my menu but it doesn't appear on the order.** Almost always step 3 of the setup. Your menu belongs to your store's vendor record, and add-ons only appear once the order has a vendor - so an order with none, or with a dress designer as its vendor, won't show it. Setting **Default vendor** on your alterations item type fills it in automatically. **My menu appears, but collapsed under "[your vendor] add-ons" with a "Verify first" badge.** That's how add-ons render when they aren't selected on the item on the order. Complete step 5 and select your services on your alterations item. **Why does the menu live on my own store's vendor record rather than on my dress designers?** Add-ons belong to a vendor, and add-ons on a vendor are added to purchase orders to that vendor by default. Put alterations on a designer and a hem lands on your next PO to them, needing unchecking every time - plus you'd maintain the same menu once per designer. **Can I change a price for one bride without changing my menu?** Yes. Adjust it on the order; your menu is untouched. **Can I report on revenue by alteration type?** Only with alterations as inventory items, which report at item and variant level. Add-on amounts are included in order totals but aren't broken out by service. **I started with the menu and now want the detailed version. Do I lose my history?** No. Every service name and price is stored on its order, so past work stays intact - you'd start using items going forward. --- ## Related Documentation - [Vendors](https://help.cloudbridal.com/en/article/vendors-fnmb5d/) - vendor records, where add-on menus are configured - [Inventory Management](https://help.cloudbridal.com/en/article/inventory-management-1ray8x9/) - item types, items, and variants - [Making a Sale](https://help.cloudbridal.com/en/article/making-a-sale-ebcs3x/) - building orders, the foundation for every approach here - [Sales Tax Setup](https://help.cloudbridal.com/en/article/sales-tax-setup-164gatm/) - taxes and tax-exempt settings - [Orders Setup](https://help.cloudbridal.com/en/article/orders-setup-yzpc9f/) - order statuses and order form configuration