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How do I add or change markups to multiple line items in the Cost Items Database?

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How do I add or change markups to multiple line items in the Cost Items Database?

You can use the Bulk Markup feature to add, increase, reduce, reset, or update the markup percentage for multiple Cost Items at once.

  1. Open Bulk Markup
  2. Go to the Cost Items Database from the Main Menu.
  3. Click Actions in the upper-right corner.
  4. Select Apply/Bulk Markup.

Select the Items

The Bulk Markup window provides two options:

  • All Items – apply the markup change to all Cost Items.
  • Selected Items – apply the markup change only to items you have selected.

Choose a Markup Action

Depending on what you need to change, you can select from several options:

  1. Add a markup to items with or without an existing markup.
  2. Add a markup only to items with a 0% or blank markup.
  3. Increase the markup by a percentage, with an optional maximum.
  4. Increase the markup by a percentage.
  5. Reduce the markup by a percentage, with an optional minimum.
  6. Reduce the markup by a percentage.
  7. Reset the markup for all items to 0%.
  8. Update the markup from one percentage to another.

Enter the required percentage values for the selected option.

Apply the Changes

  • After selecting the appropriate markup option and entering the required values, click Apply.
  • Review the affected Cost Items afterward to confirm that the Markup and Total values have been updated as expected.
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