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Assembly Markup (Profit) Adjustments

Use Markup (Profit) Adjustments when you want an assembly to sell for a specific target price (e.g., a round number like $80,000) without changing any costs.

The system calculates a single profit adjustment % and applies it across all cost items inside the assembly so the assembly’s total price "bubbles up" to your target.

Applies to: Assemblies (example shown: Garage Assembly)

When to Use

  • You want to quote a clean, round number for an assembly (e.g., $80,000) while preserving your underlying costs.

  • You need the system to distribute margin proportionally across all cost items inside an assembly.

Key Behaviors

  • Costs are not changed. Only the markup (profit) is adjusted to reach your target assembly price.

  • Adjustment cascades to all nested items. Every cost item inside the assembly receives the same profit adjustment %, so the roll up matches your target.

  • Visual indicator on affected items. A red icon appears on the assembly and on its included items to show that a profit adjustment is in effect.

  • Clear, item-level notice. Opening an item’s Unit Pricing shows a message like:

    “This item includes profit adjustment of 18%.”
    (The exact % will vary based on your target and the assembly’s costs/markup.)

  • Easy to revert. You can clear the adjustment at the top level assembly to remove the applied profit adjustment and return everything to the prior state.

Open Your Proposal, open your assembly that you would like to update the markup/target price on.

In this use case, we want to update the price from $43,043.00 to $45,000 total.
Double-click the total price of the assembly and update the price (on the most right-handed column)

Confirm the change.

The system applies a profit adjustment % across all items so the assembly total matches the target.

Look for the red icon on the assembly and its items indicating the active adjustment. You can see that the profit % has been increased as the red arrow indicates an increase in profit percentage. (shown by orange arrow)

Optionally,
You can open any item → Unit Pricing to see the “includes profit adjustment of X%” notice (shown in the next slide)

Here you can see the profit percentage adjustment, or adjust the profit % on individual items.

note: this can be done at the item level or the assembly level within your estimate