Use Markup % on Quote Line Items

Topic

Use the Markup % field on quote lines to auto-calculate sell prices from cost prices, ensuring profitable margins without manual calculations. 

Instructions

1. Navigate to the Quote page.
2. Search for and select the quote you want to add items to to create a new one.
3. Add a line item to the quote by selecting Miscellaneous, Time, Price List Item, or Kit.

4. In the Markup column on the line item update the % to your desired value.
   
   
    

   Note: If you are unable to find the Markup column, this might be disabled in the columns filter. To enable this column, select the Columns dropdown and tick on Markup.

5. Repeat for each item you want to add a markup to.
6. Select Save on the Quote.

Note: The markup % is calculated on the item cost, which is set on items within the setting, e.g. directly on the price list item, billing rate, or cost. If an item does not have a cost added in the settings, a cost will need to be added manually for the markup to be calculated.

FAQ's

Can I apply a different markup to each line item?
Yes, the Markup % is set per line item, allowing different markups for labor, materials, and other costs in the same quote.

Will the customer see the markup percentage on the quote?
The Markup % column is for internal use only and does not appear on customer quotes or online links.

What happens if I update the cost price after entering a markup?
Changing the cost price of a line item will automatically update the sell price using the current markup percentage.

Can I use Markup % on Kit items?
Markup % applies to each line item. When adding a Kit to a quote, you can expand it and apply markups to individual items.

Can I set a default markup on line items?
Yes, you can do this from the settings page for each item type. See below for editing instructions for each line item type:

• Edit Price List Items
• Edit Billing Rates
• Edit kits

Additional Information

See here for more info on creating quotes: Create a Quote