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  1. Quotes - Applying Mark up

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    6 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Rounding back on the idea here it sounds like using non tracked inventory could be a solution. 

    In Products and services you can add items and enter a Purchase price and a Sales price for the same item. 

    This means you can add the marked up price for Sales and when you select the item in Quotes or Invoices this price will be reflected for the line item.

    Alternatively, you could add a discount to lines of your invoice if there is a general amount or % by which you would mark up items. 

    Keen to hear your feedback for these options. 

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    Kaylen Reddy commented  · 

    Hi Kelly Munro

    Unfortunately that is not the solution. Selling prices vary according to the project/customer being quoted. So setting a selling price doesn’t work. If a column for GP% and selling price is added to the quote inputs it would solve a lot of issues.

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    Kaylen Reddy commented  · 

    When quoting there is only a column for selling price. I would be great if there was a column for cost price as well as GP%. this way when a cost price is inserted a, GP% can also be added and selling price automatically calculated. It will streamline the entire quoting process. we will also then be able to adjust the selling price with full view of the cost price if a revision is required.

    Kaylen Reddy supported this idea  ·