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Setting up different material markups per trade: recommended workflowLast updated on 11/24/2022

This article provides the recommended workflow for setting up different material markups for Pricebook items based on trades.

Things to know

  • The Pricebook Wizard and Material Markup Table must be turned on in the account.

  • This workflow requires that each trade has independently dedicated Pricebook items that will be involved in the markup process.

  • This workflow requires that the Pricebook items dedicated to each trade live in independent categories in the Pricebook that corresponds to the applicable trade.

  • This workflow IS NOT for “Time and Material” customers using on-the-fly invoice markups

Workflows

Using the Pricebook Wizard to set specific mark-ups

This workflow involves intentionally running the Pricebook Wizard for trade-specific items with the material markup table set up for the applicable trade(s), then updating the material markup table to a different set of cost markups and re-running the Pricebook Wizard for the next applicable trade(s).

  1. Go to the navigation bar and click Pricebook. In the side panel, click Materials. 

  2. Scroll down to the material markup table under the list of materials and set up the cost configurations with the specific trade(s) in mind to which this iteration of the table will apply.

  3. Once completed, in the side panel click Price Setup

  4. In the Pricebook Wizard screen, select the category or categories that contain the trades-specific item applied to the cost markup configuration you just completed. Enter the appropriate billable rate and other setting options and click Next to run the wizard

  5. Review the markups and final pricing for accuracy and then click Save

  6. Next, you will return to the material markup table. In the side panel, click Materials. 

  7. Again scroll down to the material markup table under the list of materials and re-set up the cost configurations with the following specific trade(s) in mind to which this iteration of the table will apply.

  8. Repeat steps 3-5 for the applicable trade(s)

  9. Continue this process until all items requiring trade-based markups have been run through the Pricebook Wizard

Related Content

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.