Applying Mark-ups
I am trying to figure out the best way to apply multiple mark-ups/margins to an estimate. I am using several different Tags and would like to set-up mark-ups that only apply when certain conditions are met for 2 or more tags (ie if Tag1=A and Tag2=B then apply 5% profit). Has anyone tried doing this? Is it possible.
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Hey Walter, thanks for checking in. We still do not have a function to add an IF statement to an Estimate but your feedback has been shared with our Product and Development teams for consideration with future improvements. You can keep an eye on our Product Updates page or click on the gift icon in the STACK app to check out our latest features. If you have other suggestions, please feel free to share them with our Product and Development teams directly on our Roadmap page.
One option I would suggest in the interim is creating a Cost Type Template for each of your different scenarios. You could set up the appropriate markups within each template and then manually select the Cost Type Template that applies to that specific estimate or scenario.
While this wouldn’t automate the process based on your tags, it could help streamline your workflow and make it easier to consistently apply the correct markups.
Walter, At this time, we do not have a logic that accounts for an IF statement in the estimate. I can see this being very beneficial :) I'll share this request to our team.
Any development with this?
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