User Options - Pricing
Pricing options allow you to enable markups and set markup pricing.
Enabling Markup Pricing
-
Select Setup >> User Options >> Pricing.
-
Check Enable Markup Pricing.
-
Note: This will apply markups to 3rd party online catalog pricing only.
-
-
Check to include additional parts categories to apply markups to:
-
Apply Markups to My Prices as well
-
Apply Markups to Quick Parts / Fluids
-
-
Click Update.
Setting Default Markup
To set your default markup:
-
Select Setup >> User Options >> Pricing.
-
Enable Markup Pricing (See above)
-
Type in your default markup percentage >> select Update.
-
Note: This will apply markups to any price ranges that have not been added to the Markup Matrix price ranges.
-
-
Click Update.
Setting Markups by Price Range
To set your markups by price range:
-
Select Setup >> User Options >> Pricing.
-
Set up Markup Pricing (see Enable Markup Pricing section at the top of the article).
-
Using the Markup Matrix, select a Supplier, type in a From Value, To Value, choose $ or %, and a Markup percentage.
-
Select Add.
-
Continue to add price ranges and suppliers as needed.
-
Click Update.
Setting Minimum Alerts (Check Margins Alerts)
To set alerts to display when total margins fall below a minimum:
-
Select Setup >> User Options >> Pricing.
-
Type a percentage for Parts Margin, Labor Margin, and Total Margin.
-
Click Update.
Enforcing Minimum Password Check
To require a password to continue with an invoice when the total margin falls below the set minimum margin:
-
Select Setup >> User Options >> Pricing.
-
Click the check box >> enter a Password.
-
Click Update.