Applying Markups and Discounts

Markups and discounts can be applied to individual quote line items for both recurring and non-recurring charges.

The final customer charge is calculated as follows:

Customer Charge = Book Charge + Markup - Discount

The following rules apply to markups and discounts:

• Markups and discounts can be entered either as a dollar (or currency) amount or percentage.
• Negative values are not allowed.
• Markups can have any value while discounts may not exceed 100% or Book Charge + Markup (i.e., one can only discount a charge down to zero but not below).

Applying markup to a single line item

To apply a markup or discount on a single quote line item:

1. Open quote details.
2. Edit quote line item.
3. Update markup or discount as a dollar (or currency) amount or percentage — if the dollar amount is changed, the % is recalculated and vice versa.
4. Profit & margin calculations are updated real-time with every change.
5. Click Save to save changes.
6. Use Reset Markup/Discounts action to zero both markup and discount values.

Updating multiple quote line items

1. Open quote details.
2. Click the Edit Markups/Discounts/Quantities button.
3. A dialog box is shown:
   • MR Markup, MR Discount, NR Markup and NR Discounts can be edited inline (similar to Salesforce list views),
   • Depending on which value is edited the corresponding value ($ amount or % is automatically updated),
   • Changed fields are marked in yellow,
   • Changes can be reverted at any time by clicking Revert Changes,
   • Identical discounts can be applied to multiple items (all or selection) using Bulk update panel at the bottom.