Markup and Discount Groups Guide for UDesign (UDesign users only)

Markup and Discount Groups

This guide comprised show you in 3 videos how you can add in your manufacturers discount, retail markup and retail discount as these are the most commonly used by UDesign users.

Below each video is a quick summary of the steps taken to set up the Markup or Discount.

Part 1

How to set a Manufacturer Discount

The Manufacturers Discount is the discount that is given to you by  Ultraframe

Feel free to pause the video at any time

Summary:

  1. Enable Use discount and markup groups in Setting>Prices>General
  2.  Create your discount groups in Settings>Prices and Checks>Manufacturer Roof Discount and Markups>(chosen roof system)
  3. Set the value of the discount in Settings>Roof System Prefs>(chosen roof system)>Roof Pricing
  4. Check that the discount is applied in Printing>Sales>Price Breakdown (Detailed)

Part 2

How to set a Retail Markup

The Retail Markup is the markup that you apply after your discount from Ultraframe.

Feel free to pause the video at any time

Summary:

  1. Go to Settings>System Preferences>Prices>Markup Groups
  2. Create your Markup Groups and ensure that they are in the correct order using the “Up” and “Down” buttons
  3. Apply the markup value in Edit>Change Value
  4. Assign the correct filter to the Group in Filtered By>Add
  5. Check that the markups are correct in the Price Breakdown (Detailed)

Part 3

How to set a Retail Discount

The retail discount is a discount that you will apply per job and usually is specific to each customer.

Feel free to pause the video at any time

Summary:

  1. Go to Settings>System Preferences>Prices>Discount Groups
  2. Create your Discount Groups and ensure that they are in the correct order using the “Up” and “Down” buttons
  3. Apply the discount value in Job Cost in the 3D tab
  4. Check that your discounts are correct in the Price Breakdown (Detailed)

 

Renting our software and still have questions?

If you still have questions after viewing these videos or can’t find what your looking for, our Support Team is on hand to answer your queries.

Contact us on (0161) 426 1120 during our opening hours.

 

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