Feature Updates

Markups & Price Level update

We’ve got some big changes coming to our markups and pricing levels. These new enhancements will provide you with even greater flexibility when setting your default markups, inventory pricing and price levels.

Business Unit Default Markup

Business Unit Default Markup

Previously, setting a business unit markup was optional. If you didn’t have one set, it would revert to a system default of Cost + 10% markup.

A Business Unit Markup is now your baseline markup. If you currently have it switched off your markup setting will change to be Cost + Markup set at 10%.

Inventory Markups

Inventory Markups

New Markup Type of “Not Set”

We’ve added a new Markup Type called “Not Set” which is the default for all new inventory items. If it’s left in place AroFlo will look for the next Markup Type to apply in the markup hierarchy, which is the Business Unit markup.

This can be handy if you’d rather set a common Markup Type across your entire Business, rather than for each inventory item.

Markup % and Sell can be unlinked

You can now unlink the Markup % and the Sell price you enter for an inventory item. You might want to set one client’s pricing to use the Markup % and others to use the Sell price, such as an RRP.

Price Levels

Price Levels

We’ve introduced a new ‘grid’ to make it even easier to set your Mark-up Types and Price Levels. This allows you to set up different pricing for inventory items when quoting or invoicing for a job.
For example, you might like to set different pricing levels for:

  • Wholesale, retail pricing
  • Domestic, commercial, government jobs
  • VIP customers

Default Price Levels

The markup hierarchy for pricing levels has become more independent with the Client markup settings taking priority.
When selecting a material item in AroFlo, it will look for the row to use by:

  1. Checking Client settings. If a Price Level is set, it will be used. (The Price Level also needs to have the $ or % value set on the Inventory Item.)
  2. Checking Client settings. If a Standard Markup is set, it will be used.
  3. Only if there is no Client Price Level or the Standard Markup value is blank, will AroFlo check Inventory and Business Unit settings.
Client Default Markups

Client Default Markups

We have removed our old ‘Use Quote/Task/Invoice Markup’ check boxes and replaced them with a new ‘Not Set’ Markup Type.

Previously when setting a Client or Business Unit Markup, the Use Markup checkbox could be used to ‘turn off’ the markup set in a section. This has now been replaced with ‘Not Set’ in the Markup Type selection which is like un-checking the existing checkbox.

New Markup Type of ‘Not Set’

Not Set means the Markup Type to be used is open (could be Cost + Markup or Sell). When a section is Not Set, AroFlo will look for a Markup Type in the next level of the markup hierarchy (Client > Inventory Item > Business Unit).

Would you like to know more?

For more information on these changes please visit our documentation pages on what’s changing in Markups and Price Levels.  Alternatively, you call and book in a session with one of our friendly Customer Service team members, or send us a support request via the AroFlo Help menu.

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