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Set a profit margin for an item in your Internal Price Book

Add profit margins to each individual item in your Internal Price Book

Jana avatar
Written by Jana
Updated over 9 months ago
  1. Login to your account

  2. From the menu, click Price Book

  3. Locate the Internal Price Book that contains the item

  4. Click to open your Internal Price Book

  5. Locate the line item you want to update

  6. To the right of the line item, click the 3 dots

  7. From the menu, click Edit

  8. A slide-out menu will appear

  9. Under Pricing, in the Add Margin area, enter in the % profit margin for the item

  10. When complete, click Update Item

  11. The item will now have the custom profit margin

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