You can update markup for a certain supply category let's say from 40% markup you need to change it to 50% markup.
1. Go to Inventory → Supplies → Import/Export then select Export Supplies.
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.
2. Depending on your computer settings, the file will either open automatically or you need to manually open it.
3. With the Excel file opened, click on Data → Filter → and select the category of supplies with markup you need to update.
In this example, we are selecting the category "backflow."
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.
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 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 50% markup. To update it to 60% markup, we can calculate by $10.00 X 60% + Cost Ex tax = $16.00. 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
After updating column J Sell Price based on 60% markup
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.
Process complete. You can repeat the above steps if you're updating markup for other supply categories.
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