How to set or amend the mark-up policy
Under
the “General Information” Tab within a quotation, on the right-hand side of the
screen, click “Mark-up policy”.
A new window will open as follows:
The mark-up policy will automatically default to the policy set up by your
company for the agency selected in your quotation.
There are 3 different ways to amend the mark-ups:
Option 1: Use this option to
change all services within the country selected.
Option 2: Use this option to
change one or more services within the country selected.
Option 3: Use this option to
change all services for all countries.
Once the necessary amendments have been made, click on “Save & Close”.
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