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How to calculate product markups and client discounts

Marguerite Callam avatar
Written by Marguerite Callam
Updated over 2 weeks ago

The Programa Schedule has a dedicated Financial view to store and calculate all your essential product pricing information. It cuts down on your time spent working out your client markups and discounts!

Instructions:

  1. Within your Schedule - Click Financial in the top schedule toolbar to open the financial view

  2. Toggle on the Add Mark-up toggle to the top right of your schedule - this will surface extra calculation fields.

  3. Enter in your Mark-up percentage and this will auto calculate your client savings field, your total client price and your profit. This works both ways, you are able to enter in a total client savings percentage and your client price and mark up fields will auto calculate. Similarly, enter in a final client price to calculate the other relevant fields.

Common Questions:

Can clients see my trade pricing or mark-up percentage?

If you have turned on the "Add Mark-up" toggle, then no, clients will only be able to view the RRP, the percentage client savings and the total client price. Your mark-up percentages and trade price will not show.
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If you haven't tuned on your "Add mark-up" toggle, clients will be able to see your Trade price and retail price.

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