Customer Default Markups

Updated April 9, 2022

The Markup defaults can be defined to a specific customer and applies to the Labor calculation of the estimate or order.

 

 

 

For New orders

When a new component is added to a new or existing order, the customer default markups will be used instead of the Component Template Markup, unless the value is set to 0 for each quantity line added.

 

 

For Existing orders

When copying or editing an existing order the preexisting Markups will be maintained and the customer default markups WILL NOT be retrieved.

 

In order to have the system retrieve up-to-date Markups, the customer Account must be re-selected on the Job Header. At which point the user will be prompted to decide whether or not to retrieve the defaults or maintain the existing set markups.

 

 

NOTE: Markup Tables supersede individual markups set in the Production, Material and Paper fields.