Set margin per supplier, product group and product
Set margin per supplier, product group and product
By setting a default margin per supplier or product group, you can book in new products faster.
Set the margin per supplier if it is the same for all products. Set the margin per product group if you receive a different margin from the supplier for specific groups or brands. This number overrides the general margin set per supplier.
Tip
By following the steps below, the margin will be pre-filled by default when booking in new products. This can always be adjusted per product. The margin of existing products also remains unchanged.
Set margin per supplier
You can set a default margin for a supplier. This margin is then automatically applied when you book new products from this supplier via a purchase order. If you enter the purchase or sales price, the other price is calculated immediately. You can always adjust this per product.
- 1
Navigate to Suppliers
In the main menu, click 'Inventory' and then 'Suppliers'.
- 2
Select a supplier
Find the supplier for whom you want to set a margin and click 'View'.
- 3
Open edit mode
Click the 'Edit' button at the top right.
- 4
Set the margin
At the bottom of the page, enter the desired percentage in the 'Margin' field and save the changes by clicking 'Update' at the bottom right.
Set margin per product group
After you have set a default margin per product group, this margin will be filled in by default for new products from the relevant supplier within this product group. This happens when you create a purchase order. The margin for existing products remains unchanged.
- 1
Open your product groups
In the main menu, click "Inventory" and then "Article groups".
- 2
Choose a product group
Find the product group for which you want to set the margin and click the edit icon (pen) to open it.
- 3
Find the supplier
At the top right, find the supplier for the brand or product selection. Start typing in the search field to see the options.
- 4
Enter the margin
Enter the desired margin in the field next to the supplier's name.
- 5
Save the changes
Click "Update" at the bottom right. If the "Update" button is not active, first select a "Turnover group" on the left side of the page.
Adjust margin per product
Do you want to set a different margin for a specific product? Then follow the steps below. The margin you set at product level overrides the general margins of the product group or supplier.
- 1
Open your assortment
In the main menu, click 'Inventory' and then select 'Assortment'. An overview of all your products will appear.
- 2
Select the product
Find the product you want to edit in the list. Then click the 'View' button next to the product name.
- 3
Adjust the margin
You will now see the product details. In the right column, enter the desired percentage in the 'Margin' field. The sales price will be adjusted immediately.
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