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You can update mark up markup for a certain supply category let's say from 40% mark up markup you need to change it to 50% mark upmarkup.


1. Go to Inventory → Supplies → Import/Export then select Export Supplies.Image Removed

Note: It's best to save a backup copy of your supply list prior to making changes so you'll have something to go back to if need to revert some changes.

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2. Depending on your computer settings, the file will either open automatically or you need to manually open it.

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3. With the Excel file opened, click on Data → Filter → and select the category of supplies with mark up markup you need to update.

Image RemovedIn this example, we are selecting the category "backflow."

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4. Copy the data to a new Excel file and name the worksheet "Supplies".

Note: Do not change the header names as it will affect the importing process.

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5. With the data pasted in a new Excel sheet, edit the Sell Price in column J.

For example, if you want to change the mark up markup from 40% to 50% then you need to calculate and input the new price in column J.

In this example, our fist item has a sell price of $10.2 which is 40% mark up50% markup. To update it to 50% mark up60% markup, we can calculate by $10.00 X 60% + Cost Ex tax = $16.32.Image Removed.00. If you're using formulas to calcuate the new markup, make sure to paste the data as values prior to importing.


Prior to the change

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After updating column J Sell Price based on 60% markup

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6. Save the updated file and go back to Inventory → Supplies → but this time, select Import and markup for the selected supply category should update accordingly.

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(info) Process complete. Your mark up for the selected supply category should update accordinglyYou can repeat the above steps if you're updating markup for other supply categories.