When you are working on a document you often need to see all pricing profitability options: Margin, Markup and Percent Off List.
To view all three options when building a quote, all three of the following options need to be enabled in Admin > Company Settings > Documents > Quotes section. Navigate to the “Display Profit column on Line Items.” area and select the columns to display.
- % Margin
- % Markup
- % Discount off List Price
These can only be enabled by a user with Company Settings access.
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Last update:
11-14-2024
01:57 PM
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