Product Updates

Bulk update markups/margins

It’s easier than ever to mark up your line items.

When quoting one or more line items, you can now quickly apply, replace, and edit markups/margins from the quote sidebar.

A screenshot of the new bulk update markups/margins feature inside Paperless Parts in which an inside markup is being set to 20% while material, outside, and hardware markups are left unchanged for 7 line items.

To use the feature, simply:

  1. Select one or more line items in the quote sidebar.
  2. Select the “update pricing items” option.
  3. Select whether you’d like to add new pricing items, replace existing pricing items, or edit existing pricing items.
  4. Enter in the markup/margin percentages you’d like to use.  When editing existing pricing items, you can set, increase, or decrease existing pricing items’ percentages.
  5. Press the “update pricing items” button to submit.

When you return to your line items, you should now see their prices updated to reflect the new markups.  You can also quickly update a single line item’s markups/margins from its three-dots menu in the quote sidebar.