Adjusting Profit Markup in Bolster

Managing profit markup effectively is crucial for maintaining profitability across various levels of your business operations.

Step-by-Step Guide

Adjusting Profit Markup at the Assembly Level

1. Access the Assembly Module:

• Navigate to the main dashboard.
• Select the "Assembly" tab from the menu.

2. Select the Desired Assembly:

• Use the search bar to find the specific assembly you wish to adjust.
• Click on the assembly name to open its details.

3. Modify the Markup:

• Locate the "Profit Markup" field within the assembly details.
• Enter the desired markup percentage.
• Click "Save" to apply changes.

Adjusting Profit Markup at the Item Level

1. Navigate to the Item Module:

• From the dashboard, select the "Items" tab.

2. Choose the Item:

• Search for the item using the search functionality.
• Click on the item to view its details.

3. Set the Markup:

• Find the "Profit Markup" section.
• Input the new markup percentage.
• Save your changes by clicking the "Save" button.

Adjusting Profit Markup at the Project Level

1. Open the Project Module:

• Go to the "Projects" tab on the main dashboard.

2. Select the Project:

• Use the search bar to locate the project.
• Click on the project name to access its details.

3. Adjust the Markup:

• Navigate to the "Profit Markup" area.
• Enter the desired percentage for the project.
• Confirm changes by selecting "Save."

Adjusting profit markup in Bolster is a straightforward process that can be performed at multiple levels to suit your business needs. By following the steps outlined above, you can ensure that your profit margins are optimized across assemblies, items, and projects.

Troubleshooting Tips

• Markup Not Saving: Ensure you have the necessary permissions to make changes. Contact your administrator if issues persist.
• Incorrect Calculations: Double-check the entered percentages and ensure they align with your financial goals.