Discounts & Markups
What are discounts and markups?
Section titled “What are discounts and markups?”Discounts reduce a quote option’s total, for example by 10% or a fixed dollar amount. They do not apply to an individual service or material line.
Markups add a percentage to the base cost of a service or material to cover overhead or profit, for example a 20% material markup that sets the sell price above your cost.
Both are configured inside a book (business unit) and apply to quotes created from that book.
Where to find them
Section titled “Where to find them”Discounts and markup rules are configured inside your book settings:
- Discounts: Go to Manage in the top bar, then Business Units, and open a book. Select the Discounts tab to see and manage discount rules for that book.
- Markup rules: In the same Business Units area, open a book and select Markup Rules to see and manage markup settings.
Setting up a discount
Section titled “Setting up a discount”-
Go to Manage in the top bar, then select Business Units.
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Open the book (business unit) you want to configure.
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Select the Discounts tab.
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Click Add discount.
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Enter the discount name and choose the discount type (percentage or fixed amount).
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Enter the discount value and click Save.
Discount and markup types
Section titled “Discount and markup types”brix supports the following types:
| Type | What it does |
|---|---|
| Percentage discount | Reduces the price by a set percentage (for example 10%). |
| Fixed discount | Reduces the price by a flat dollar amount (for example $50 off). |
| Markup | Adds a percentage to the base cost to set the sell price above cost. Used to cover overhead and profit. |
| Profit | Applies a target profit percentage to calculate the sell price from the cost. |
Frequently asked questions
Section titled “Frequently asked questions”Do discounts apply to the whole quote or to individual lines?
Discounts apply to a quote option: the percentage or fixed amount is taken off that option’s total, not from an individual service or material line.
Can I apply more than one discount to a quote?
Yes. You can apply up to two discounts to each quote option. They apply in the order shown, and the second discount uses the balance left after the first.
What happens to discounts when I mark a quote option Ready?
When you mark an option Ready, brix freezes both its Standard and Member discount amounts and final prices. A discount that expires later does not change either plan’s frozen amounts unless you unlock the option. After unlocking, brix recalculates both plans using the discount’s current expiry status.
Things to check
Section titled “Things to check”Discount not appearing on a quote
The discount rule may not be enabled for the book you are quoting from. Ask your admin to check the book’s discount settings.
Markup not calculating as expected
Markup is calculated from the base cost. If the cost price for a material is wrong, the markup will also be wrong. Verify the material cost in the catalogue, then recalculate the quote.