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Showing and using mark-ups, margins and discounts on quotations

Show hidden mark-up, margin and discount columns on Zigaflow quotations, edit values on each line, and apply them across multiple lines at once.

Zigaflow has many columns that help you to configure and price your quotations quickly. However, they are hidden by default. This article explains how to show them and how the values can be edited.
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Show hidden pricing columns

1. Zigaflow can be configured just to show the columns you need

Quotation items grid with columns for Item Code, Description, Unit, Tax Code, Quantity, Sales Price, Net Total and totals row

2. To show Mark-up, Margin or any other column, click on the "Screen Options"

Quote line items section with the Screen Options button highlighted, next to Collapse All above the Item Pricing table

3. Search through the available columns

Items tab column chooser with "mark" typed in search, showing the Markup field and its Edit Page toggle highlighted

4. Switch on the columns you want to see

Items tab column chooser with search "mark" showing Markup field and its Edit Page toggle switched on and highlighted

Edit values on a line

5. Edit the values directly on the line by double-clicking on the cell

Quote line Item Pricing grid with the Markup % cell showing 25.00% highlighted for double-click editing

6. Or edit the line's item values using the edit button

Quotation line item with a Net Total of 875.00 and the pencil edit icon circled between the calculator and delete icons

7. When finished, click on the tick button or press Enter/Return on your keyboard

Quote line item with Sales Price 87.50 and Net Total 875.00, the tick button to save the line circled in orange

Apply values to multiple lines

8. It is possible to apply values across multiple lines using the "Apply" button

Apply dropdown open next to Multi-Select on a quote, listing Quantity, Margin %, Markup %, Tax Code % and other bulk options


9. The same value can be applied to more than one specific line at a time. Click the "Multi-Select" button

Quote line items table with the Multi-Select button highlighted beside the Apply dropdown, above the Item Pricing columns

2. Click on the items to apply your mark-up, margin, discount, FX rate, etc. to

Quote Item Information table with the checkbox for the third line item, 114209 Stock Product, highlighted to select it

3. Click "Apply on Selected"

Quote line items table with the Apply on Selected dropdown button highlighted next to Done, above the Item Pricing columns

4. Select what to apply in this menu

Apply on Selected dropdown open above the Item Pricing table on a quotation, with the Markup % option highlighted

Learn more: quotes in Zigaflow

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