Creating and using markups

Markup

Let's start with the markup. If you want a product to be increased by 60%, we create a new markup and name it 60%. You can create a new markup by pressing the +New button.

Give the markup a recognizable name. It is useful to name it after the specific increase or decrease. In this case we name it 60% and click Save.

After saving it, we see the new markup in the list of markups. We can select it. Then we see the Markups button. We select that. Now you have three options to choose from. These are your choices:

Addition: This adds a standard amount. First fill in the order. If multiple things need to be calculated during a markup, you can indicate here what should happen first. This can be adjusted later if needed. Then you fill in which currency the added amount is and finally you fill in the amount of the chosen currency.

Container: The second option is +Container. You use this if you want to calculate the markup per container. This applies to both a normal container and a one-time container. The markups can be calculated on the price, rental price, deposit and a combination of these three.

Percentage: The third option is a percentage. Once you click on this, you get two fields that you need to fill in. Again you fill in the order and then you fill in how much percent extra must be paid.

In this example we only use a percentage. For order we fill in "1" and for Percentage we fill in "60". Then you click Save.

Markup groups

Let's now continue to the markup group. We are going to implement the markup we made earlier here. Follow these steps:

First click on the "+New" button to create a new markup group. Choose a name for the group. It is sometimes useful to use the same name as the markup itself, so it stays organized. However, if you are already a more advanced user, give it a more generic name. For example: Flowers markup. Decoration markup. Plants markup. Transport costs. A description is optional, so you can choose to leave this empty. Click "Save" to save the markup group.

After saving, the markup group will appear in the list. You can now select it and follow the next steps:

Select the saved markup group. Under the "General" tab, choose the "Markup rules" option. Click "New" to add a new markup rule.

Now you see a number of options to choose from. You can set that only specific articles receive the markup rule. For example, you can select that the markup only applies to flowers by using the "Article group" option. But in this case we want the markup rule to apply to all products, so you can leave this empty.

You can also indicate for which dimensions (quantity per unit, maximum height, weight and width) the markup rule should apply. But you can also leave these empty for this example.

At the bottom you will find the "Quantity" field. The red star indicates that this field is required. Here you can select what the markup rule applies to. In this case you want the rule to apply to all sales units. So you select "From sales unit" and enter "pieces". In addition, you want the 60% to apply per piece. In case you add for example €1.00, you can determine here whether €1.00 is added per piece, per bunch or per container.

Then select the markup rule that we created and named "60%", and click "Save".

If everything went well, you will now see the new markup rule. It is possible to create a complex set of rules here. If you want to add rules for specific products, you can click "+New" again and add another rule. But for now we have created the markup group and we can continue.

Markup categories

Now we are going to implement our markup group in our markup category. Follow these steps:

Click again on the "+New" button at the top to create a new markup category. Give the category a name. It is sometimes useful to use the same name as the markup group, but this is not required. For advanced users: use general terms such as: Sales markup. Transport markup. Discount markup. Choose the markup group you want to add. In our case we want to add the markup group "60%". You can also add multiple markup groups, but this is usually not necessary.

There is also a red button with the text "At bottom of invoice/commission". This determines whether the 60% should be visible as a separate line on the invoice. By default this is unchecked, which means it will not be displayed on the invoice, but it will be applied. If you want the added 60% to be mentioned on the invoice, you can check this option. This means that at the bottom of the invoice it will be mentioned that for example 60% has been added on top of the article price. If you want this not to be visible on the invoice, leave this option unchecked.

Once you are done, click "Save" at the top. The markup category has now been created and can be assigned to debtors.

Reload

If a markup has been chosen that is calculated in the price, this markup will first need to be reloaded. Under the heading "Extra" you have the option for this:

Use the top checkbox to activate new markups and apply changes to existing markups.

Rounding

It is also possible to have Easyflor round to a decimal of your own choice.

In this screenshot we show that we round to 2 decimals to a 9 cent, be it 09, 19, 29, etc. The next one will be used. These fields are of course free to fill in if a different decimal number is desired.

Setting a rounding must be done at debtor level in the price configuration.