Looking for help?
Simple Markups
Creating A Simple Markup Table
In this example we are going to create a dead simple markup table, with no quantity breaks, and assign it to a customer group.
To learn more about working with customer groups, see this article: Customer Groups
From the Main Menu, go to ‘Company Settings‘ -> ‘Lists‘ and expand ‘Markup Tables‘:
Then click on ‘New Table’:
Let’s call this table “Simple Markup 1“:
- Now enter “0” as the “Min Qty”.
- Enter 100 as the ‘Markup %’.
- Click on “Add Row“.
- Then click “Close“.
Assign Your Markup To A Customer Group
Now let’s go and assign this markup table to a Customer Group.
Still on the ‘Company Setup‘ page in the ‘Lists‘ tab expand ‘Customer Groups’ and click on ‘New Group‘:
We’ll call this group simply “100%“.
- Enter the item value as 0.
- Select the new Markup Table we just created.
- Click on Add Row.
- Click on Close.
Assign Customer To The Customer Group
Great.
Now we want to make sure our customer is assigned to this group.
On the “Main Menu“, go to ‘Customers’:
Click the “3 Dot” menu and then select ‘Edit‘.
Click on the ‘Advanced‘ dropdown and go to ‘Categorize‘:
Under “Advanced” -> “Group”, select the group we just created (“100%”):
Remember to “Save”! (Then you can close that window.)
Example Order
Now we will create a new order for this customer and see how our markup works out.
Go to the Job Board and then click on New Order:
Add any existing catalog item to the Job:
Click on the “pencil” icon next to the price to see the cost.
From there you can calculate to see the the “Retail” is equal to the “Cost + 100%”:
