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Item Markups
This screen is accessed from the Item Master screen and clicking on the 'Related' Button down the right hand side. Item Markups Screen allows Ostendo to calculate a Sell Price based on a single Mark-Up percentage being applied to the Receipt Cost of the Item. This screen allows you to override that percentage by applying a markup percentage based upon the Price Level of the Job or Customer.
List Tab
This displays the current list of Items in the system.
Display fields
Description: Display only field showing descriptions of the Items
Unit: Display only field showing the Unit of Measure of the displayed Items
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:
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To sort the data in a selected column simply click on the column heading. Clicking against will sort in descending order. |
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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom ) to enter detailed selection criteria. |
Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed. To revert back to displaying all records click on the ‘Eraser’ Icon
Buttons
Close: This will close the Item Markups screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will bring up the ‘Detail’ tab for entry of new Item Markups.
Save: Not applicable to the List panel
Cancel: Not applicable to the List panel
Delete: Not applicable to the List panel
Detail Tab
Entry and Display fields
Item Code: Display only field showing the Item selected in the List screen
Description: Display only field showing the description of the Item selected in the List screen
Unit: Display only field showing the Unit of Measure of the Item selected in the List screen
Price Level: From the drop-down list select the Price Level against which a markup percentage specific to this Item will be applied.
Markup %: Enter the markup percentage that will be applied to the Price Level
Buttons
Close: This will close the Item Markups screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: Moves the cursor to the lower panel for creation of a new Item Markup record.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the current Item Markup record or the last time the ‘Save’ Button was pressed will be lost.
Delete: This enables you to delete the selected Item Markup record.