QuoteCQ: How to Create Auto Markup Rules

Users can configure markup rules in order to allow you to standardize your pricing strategy.

• Follow the instructions below to configure your Quote markups:

  1. Navigate to Configuration > Misc > Auto Markup Rules
  2. By using the +, you can create a new rule as you begin standardizing your pricing strategy.
  3. Choose which of the available markups you are creating the rule (i.e. material or labor markups) and label it.
  4. Next, add the default percentage and begin creating the criteria. Here are some example of what to consider when creating the rule:
     • How does the order QTY affect my pricing strategy?
     • What is my markup for a standard turn time? How does my price change when the customer requests an expedited build?
     • Do you have a different pricing strategy for consigned jobs vs turnkey jobs?
     • How do costs affect my price?
     • Do you have certain customers you want to charge more or less?
  5. Your answers to these questions will determine what rules to add for each percentage you. To add additional rules for the same pricing strategy, click the + on the far right
  6. To add a new pricing strategy for the same markup category, click the + next to the percentage value: