How to set or amend the mark-up policy

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”.