How To Create Markups

1.  Go to Pricing-> Product Markups 

2.  Set your pricing tiers here. Select Edit Tier to set your markups for that tier. The default tier is typically used for in-store pricing. It is also common to have a web tier if you do any e-commerce.

You can also create pricing tiers for contractors, designers, etc. Simply select Add New Tier to do so.

Set the markups you use the most frequently here so they will appear in the markup dropdown. Name it how you wish it to appear in the dropdown.

Then enter the markup as a decimal (i.e. 2.0, 2.6, etc.). The margin will automatically calculate as a percentage in the box to the right.

3. Click Edit next to the tier that you would like to edit.

4. If this is a new tier type in whatever you would like the name of this tier to be. If this is your Default Tier or Web Tier it is recommended to leave those names the same.

Select the markup you use the most frequently for this tier for the dropdown, or select Custom Markup and type in the markup you wish to use in the box that appears to the right.

5. Markup Rows -

Set your exceptions to the default markup by adding markup rows. First, select Add New Markup Row.Then select Edit on the row that appears.

You can then select what you want to set the new markup to from the list of vendors, categories, styles, etc. that appears. You can make multiple selections by holding "ctrl" while you click, or select a large number of items in order by holding "shift." Once you've selected everything you want select Okay.

Next select the markup you need on that same row. You can also set the priority for each markup row. If a particular item would be included in more than one markup row then the row with the highest priority would set the markup for that item. You can change the priorities by selecting the priority dropdown and selecting the priority you want.

If you want to see the details of all markup rows you've added select show details. You can always hide the details again, later. You can also delete a row by clicking the box with a red x and then hitting save.

Remember to save whenever you make any changes to to your markup rows!

6. Specials Rows - 

Specials rows can be used to apply a discount to any group of items. Simply select Add New Specials Row.

When the new row pops up select Edit. Choose the group(s) you wish to apply a discount to. If you wish to put a discount to a certain selection of items you can group them together in an attribute, such as Sale!, Clearance,or an attribute you've created. You can manage your attributes under the Item Attributes tab.

Once you've selected what you want to discount enter either a percentage or a dollar amount to discount, and then to the right select either the dollar or percentage sign.

RL: RL stands for Red Line. See the image below for an example of a red-lined item:



HL: HL stands for Highlighted. This is no longer a feature offered on the new templates.

PC: PC stands for Promotional Code. Promo codes can be used to pass on a discount to a select group of customers only. Simply check PC and type what you would like the promo code to be. Now you can pass the code onto your customers, and the discount will only be applied to the items once that promotional code has been entered. The customer will be able to use the promo code whether they're checking out with a salesrep or over the web.

Just like markup rows, specials rows can be prioritized or deleted. Remember to save any time you make a change to your specials rows!

Remember to save whenever you make any changes to to your specials rows!