Updating or adding margins for your account

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 going to your Admin page
2) Click Products
3) In the Vendors section, click on the vendor you wish to change. 

4) In the Products section, highlight the products you wish to change
5) Click the first product to be changed to highlight


6) Hold down the Shift key on your keyboard and click on the the last product to be changed to highlight them all  OR hold down the Ctrl button to pick and choose various products.
7) In the bar located at the top of the Products section, enter the new Margin, Net Margin and Surcharge amount (if required)
8) Click the Apply to Selected button
9) The change will be applied to all highlighted products
Note: You may also choose to enable/disable the warning messages shown when a product has no margin or discount.  This may be helpful for products that should not have one of the other (such as custom products)


To change margins for individual products

  1. Begin by going to your Admin page
  2. Click Products
  3. In the Vendors section, click on the vendor you wish to change
  4. In the Products section locate the product for which you wish to update margins
  5. Click the Pencil icon

  1. Enter Margin, Net Margin and Surcharge amount (if required)
  2. Click Update again to save your changes

NOTE: If you are adding margins for a new product, you will also need to add vendor discounts. 


Additional Information

  1. Adding vendor discounts

Applies to:

  • Solatech Focus
  • Solatech DOS

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