Material Costing
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      QuoteCQ: How to set Line Level Markups on the Materials Costing Tab

      What is this?

      This feature enables users to establish varying markups for individual lines and quantities, seamlessly integrating them into the summary tab based on your Material Markup selection.

      How do I use this?

      1. Choose the lines where you'd like to apply markup.
      2. Click the Edit dropdown and opt for 'Set Line Level Markup'.

         

      3. It will open the Line Level Markup screen where you can define Mark up for individual lines/qtys.

        1. Quantities: Select the qtys

        2. Markup %: Add Markup in this column

        3. Unit Price with Markup %: This column will show the value unit price with markup

        4. Reset Markup %: This button allows your to reset the markup for all lines

      Under the Hood:

      Once you submit the Material Costing tab, the sum of markups will be calculated and visible in the Material Markup field via the Summary tab.

      • To apply line markup, you need the 'Line Level Markups' user role.

      • Markup can only be added to lines with selected pricing.

      • For markup to affect the final cost, switch the Material Markup selection to 'Line Markup'.