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Creating Profit Margin Rules


QuoteCloud makes it easy to setup a company wide margin which can be dynamically included in any sales quote.

To add Markup to a sales quote, navigate to: "Pricing Discounts & Thresholds" under the Configuration menu and press the Add button.

Simply fill in a name for the markup, a value (in %) and select Markup from the drop-down - leave the threshold details blank for now.

After you click Save this margin will be available to all your users. When they edit a sales quote they will be able to apply this markup up on a line by line basis or to an entire pricing table.

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