How are Markups and Minimum Margins calculated and accounted for

Markups & Margins can be setup in the following ways:

1 a).Populate the unit price per module / inverter etc in Hardware Setup tab inclusive of the marked up price.

    b)On the price and Finance page of a Project, you will then see the Per unit price multiplied with the number of units equals the calculated value including markup.

2. Ask our Customer Success team to activate the Minimum Margin tab for your account:

    How it works  ? - This is only activated if you want to fix the minimum discount percentage so that the total markup percentage does not go below the percentage you have fixed here & the platform will throw a warning message if this amount goes below the threshold.

   Please note - If the minimum margin tab is not activated , the margin adjustor will not work for discounts.

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3. Add a min markup percentage on the costing setup profile

   How it works? - Once the costing percentage is setup on the requisite costing profile , the pricing of each line item on the finance page of any project will  ne marked up with the mentioned percentage.

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