First of all, what is markup redistribution?

In short, when printing a quote you have the option to choose whether the markup added to an item is shown in the total cost of that item to a client, or whether you want to show the without markup cost and as a result move that markup around on other items.

The default for all regular items is to not redistribute (Option 1 below). The default for any PC/PS/Allowance items is to redistribute within the category (Option 2 below).

Why would I use markup redistribution?

Most commonly this will be used in conjunction with PC/PS/Allowance items but there are also other examples where you might not want the cost shown to the client to include your markup cost.

If you want to know more about the printing of the PC/PS/Allowances tables on your quote, head here:

Alright so how does it work

You have three options for moving markup, all are done via the N/C/E toggle button shown below. Note that in the screenshot below the prices in green are the "sell prices" so will show the effect of the redistribution without needing to print the quote, the client will see the exact same thing (ignoring the PC/PS/Allowances table on your quote, that's different).

The items in this screenshot above are all $1000 with 10% tax and 20% markup, yet based on which option is selected for redistribution the prices shown are different. Clicking on the "sell price" for any item will show more info about the markup on that item, screenshots of this are shown below under each option.

Option 1 - Don't move markup (N = None)

This option is basically the "off" function where no markup will be moved from this item onto any other item. This setting is the default for all regular (non PC/PS/Allowance items). When the cost of this item is shown to your client (ignoring the PC/PS/Allowances table on your quote that's different) it will include its own markup and possibly markup from other items.

Clicking on the "sell price" for this item shows that this item has $200 of its own markup, and $300 from other items (these other items would have had C or E selected for redistribution) moved onto it.

Option 2 - Move markup within the category (C = Category)

This option will mean that this item will always be shown to the client without markup (ignoring the PC/PS/Allowances table on your quote that's different). To expand on this, it will never be shown with markup and will never have any markup redistributed onto it. The markup that this item would have had (if applicable) has been moved to other items within the same category (except other C/E items). This setting is the default for all PC/PS/Allowance items.

Clicking on the "sell price" for this item shows that this has no markup of its own, and no markup from other items is being applied either.

SPECIAL NOTE FOR THIS OPTION: If you click the C button on an item where there are no other items in the category, the markup has nowhere to go, hence we default to using option 3 and treating it as though you clicked the E button


Option 3 - Move markup over accross the whole estimate (E = Estimate)

This option will mean that this item will always be shown to the client without markup (ignoring the PC/PS/Allowances table on your quote that's different). To expand on this, it will never be shown with markup and will never have any markup redistributed onto it. The markup that this item would have had (if applicable) has been moved to across all other items (except other C/E items) within the whole estimate.

Clicking on the "sell price" for this item shows that this has no markup of its own, and no markup from other items is being applied either.

If you want to know more about the printing of the PC/PS/Allowances tables on your quote, head here:

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