Is there a way to define the markup percentage (%) at the project quote level? E.g. I have an old quote that I need to modify and I would like to change the mark-up percentage from 25% to 40% to cover material cost increases. Is there a way in the system to do this? Attributes?
this formula has worked for me in the past and I use it on the billing rule, line formula amount:
= if you have a test environment, I would test it out there to make sure the results are as desired!
Can you confirm that the billing rule is used in the project quote? Currently it is taking the mark-up % from the non-stock item.
if you updated the price of the items in the system to reflect the new markup percentage, you should be able to select recalculate pricing by clicking the three dots on the project quote.
i looked at the default markup percentage and it looks like that’s related to the markup percentage on change requests only:
is this the field you are referring to:
Indeed it is.
We do have a customization to make that work, now that you mention it. Just looking for a simple way to adjust the individual line prices. Another example is that we might want to discount something for a preferred customer or price something more competitively for a job that we really want to win. Can the discount be set at the customer level?
if recalculating prices didn’t work, you’re best bet is to update it via import scenario
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