Is there a way to set the Materials Gross Margin (GM%) within an opportunity to default to 30%?

Question

Is there a way to set the Gross Margin (GM%) within an opportunity to default to 30%? Currently, we have to manually adjust certain material prices to maintain at least a 30% GM. I was wondering if there's a setting or configuration that would automatically apply a 30% gross margin by default so we don't have to update each material item individually.

David_Spiritus · Answer

Pricing can be set at the division or service type level in the pricing mark up settings. The same markup % is then used for materials on all services within the division or service type. Markup cannot be varied by item within the same service.

The service has an assigned service type and division which the system uses to identify what markup% is to be used in the estimate to calculate the suggest sale price.

Sign up

Login to the community

Scanning file for viruses.

This file cannot be downloaded