Add Markup to Your Products
To add a markup to your product, please follow the steps below:
Go to the Product Status page.
Click on the product you'd like to add the markup to and go to the Financials tab.
Navigate to the Client Price section.
Use the toggle to switch between % and $ to input your markup.
Type in the Markup value.
Tip: If the product has a unit cost, you can also use AI Markup Suggestions (✨) next to markup / client price to get an industry-based recommendation you can apply or adjust. See AI Markup Suggestions.
Note:
Client Unit Price and Total Client Price will be calculated automatically.
To add a markup to multiple products, please follow the steps below:
Go to the Financials tab.
Multiselect necessary products by clicking on the Checkmark icon next to them.
Use the multitask bar above and press + Set Markup.
Type in the Markup value in %.
Add Markup to Your Shipping
To add a markup to the shipping cost, please follow the steps below:
Go to the Product Status page.
Click on the product you'd like to add the shipping markup to and go to the Financials tab.
Navigate to the Shipping Costs section.
Use the toggle to switch between % and $ to input your markup.
Type in the Markup value.
Note:
Client Shipping Price will be calculated automatically and will be used to determine the Grand Total.
To add a markup to the shipping cost of multiple products, please follow the steps below:
Go to the Financials tab.
Multiselect necessary products by clicking on the Checkmark icon next to them.
Use the multitask bar above and press + Set Shipping Markup.
Type in the Markup value in %.