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Learn how to Bulk update margins in your sales forms
On this page:
Bulk update margin on Presentations
Bulk update margin on Sales order
Bulk update margin on Presentations
To perform a bulk update of the margin on a Presentation:
- In the presentation tab, Choose one or more products, or Select All items as needed
- Click set Margin at the bottom right corner
- Enter the desired Margin value you wish to apply.
- Select set Margin for (number) of item
Bulk Margin update on Sales orders
To perform a bulk update of the margin on a Sales order:
- Choose one or more products, or Select All items as needed
- Click set Margin at the bottom right corner
- Enter the desired Margin value you wish to apply.
- Select set Margin for (number) of item
FAQ
How will EQP take effect in the bulk margin update?
Will the decoration margin be updated along with the bulk margin selection?
Will I know if the margin was updated?
Will I be able to update update 0% margins to the exact given number?
Is the functionality to update margins proportionally across all tiers limited to Promostandard products?
How will EQP take effect in the bulk margin update?
The EQP (End-Quantity Pricing) principle will be applied proportionally across all tiers. If needed to meet EQP, margin will be rounded down.
Will the decoration and other costs margin be updated along with the bulk margin selection?
You have the option to determine whether to include decorator charges in the margin update. Simply select the Apply to all additional charges checkbox if you wish to adjust the decorator costs as well.
Will I know if the margin was updated?
Yes, the update will be updated and logged in the Project Overview for easy reference.
Will I be able to update update 0% margins to the exact given number?
Yes you will be able to update 0% margins to the exact given number.
Is the functionality to update margins proportionally across all tiers limited to Promostandard products?
No, you have the flexibility to update margins proportionally across manually created tiers for all products, irrespective of whether they are classified as Promostandard or not.