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

    • Related Articles

    • 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 ...

    • Add Account Numbers to Products in Solatech Focus

      Summary Entering and saving account numbers for a vendor allows for electronic ordering directly from Solatech Focus to the vendor. In essence, the order is sent directly to the vendor and there is no need to build products a 2nd time in the ...

    • 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 ...

    • Account Administrator - How to Maintain your Focus Account

      Summary The Account Administrator (AA) has the ability to change or add products, discounts, lists and users on their account.  This Knowledge Base article will describe how to perform these tasks. Instructions We will begin by clicking on the Admin ...

    • Managing Vendor Discounts in Solatech Focus, for Account Admins

      Summary Account Administrators have the ability to change or add vendor discounts for their account when needed. This document explains the process of updating vendor discounts. More Information During the initial setup of your Focus site, a discount ...