Video Walkthrough
Written Instructions
What are markups?
A markup refers to the percentage or multiplier added to the cost of your ingredients to determine the selling price. It's a common practice for businesses to markup their products to cover not only the cost but also to generate a profit.
The markup percentage can vary depending on factors like overhead costs, the level of competition in the market, and the desired profit margin. Curate offers flexibility with how you calculate your markups providing options that best fit your business. Below we will explain how to create and apply system markups. For more details on types of markups, please click here.
Creating Markups
Access your Settings - General section, via the menu on the left side of your dashboard and scroll down to Markup Profiles. Then click + Add markup profile to add a new Markup profile. This is also where you can edit current Markup profiles or delete them.
Once you clicked + Add markup profile, you will have the option to select Multiplier or Percentage after you name the profile and enter the markup amount.
To delete a Markup profile, click the three dots "..." at the end of the row and Delete markup profile will be a selectable option.
Be sure to save your progress on the top right corner before leaving the page!
Applying Markups
You can apply your markups in your product Catalog or inside a specific proposal.
Apply your markups within your proposal!
Click here for more details
Click here for more details
Open your event from the main events page and navigate to the workroom.
Select the gear icon at the top right of the page.
Click into the Markup Profile dropdown to access your list of markups. You also have the ability to create a new one from this screen as well!
Editing your markups for a specific line item.
Click here for more details
Click here for more details
Open your proposal
Click on the orders tab at the top of the page
Click the (Arrows) expand button next to a line item
Select recipe and scroll down
Select your markup or create a new one!
Editing your markups in your products.
When you edit a products markup and then add it into a proposal the markup that was selected in the catalog will transfer with the product ensuring this product is always priced correctly.
Click here for more details
Click here for more details
Open your catalog
Locate and click on the product's name that you would like to edit.
Scroll down to the Markup Profile section of the page and you can edit within this section.
4. Before leaving, scroll back up and click the Save button on the top right of the screen.
