How to update margins for your accounts
Summary
A Site Administrator can update margins for their
accounts when needed, or add margins for newly added products. This
knowledge base article describes that process.
Instructions
- Begin by going to your Admin page
- Click on Accounts
- Click on one of the accounts shown on this page
- You will see a set of navigational links for this account
- Click on the link for Products
- In the Vendors section, click on the vendor you wish to change.
- In the Products section, locate the product for which you wish to update margins
- Click on the Update button
- Enter Margin, Net Margin and Surcharge amount (if required)
- Click Update again to save your changes
- Repeat for all other accounts
Applies to:
Related Articles
Updating or adding margins for your account
Summary An Account Administrator can update existing margins or add margins for new products on their account. This knowledge base article describes that process. Instructions To change margins for a vendor in bulk (many products at once) 1) Begin by ...
Creating and Maintaining your Site and Accounts information in Solatech Focus
Summary When you receive your Focus site, certain items have been setup for you prior to delivery. These items include payment terms and methods, product margins, sales tax rates and more. When any of these items require adjustment, or when you need ...
How to identify products with missing vendor discounts or margins
Summary Solatech gives Account Administrators the ability to easily identify products that are missing either vendor discounts (used to determine cost) or margins (used to calculate selling price). This knowledge base article will describe how to ...
How to assign products to your accounts
Summary When a new product is added to Solatech Focus, the site administrator will receive an email from product development. If this product is one which your accounts will sell, it will need to be assigned to the account in order for each account ...
How to prevent accounts from deleting sales
Summary Site Administrators (SA) have the ability to prevent accounts from deleting sales. This knowledge base article will provide instructions on how to enable this feature. Instructions While logged in as an SA, click Admin from the upper ...