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Setting a Default Designer Discount and Markup within a Contact Record
Setting a Default Designer Discount and Markup within a Contact Record

How to set a default discount and markup from within an item in your contact list.

Scottie Elliott avatar
Written by Scottie Elliott
Updated over 2 months ago

๐Ÿ’ก First, set HOW you'd like your discount & markup to auto-populate with an item. see this article Setting How Discounts & Markups Auto-populate

You'll first need to add the organization to set a default discount and markup to an organization within your contacts list.

Once you've added the organization, follow these steps to set default pricing.

Step 1: Select the type "Supplier/Manufacturer"

Step 2: Mark the account as Trade or Retail.

*Note: If you are entering a "Designer Discount," you will need to select the account as "Retail"; otherwise, the field will not be visible within the item.

Step 3: Enter your Designer Discount

Step 4: Enter your client Mark-up.

When you add an item to a project, the designer discount and markup will auto-populate within the item based on your pricing setting.

*Note: Setting the discount and markup in your Contacts list will not auto-populate existing items, only new ones you add forward.

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