For: Admins who set pricing · Permission: Manage Price Matrix · Time: about 3 minutes
Quick summary
- Go to Settings › Pricing & Rates and click Parts Markup.
- Click the pencil on the Base Tier for each customer type and set its markup.
- Add price-range tiers with + Add Tier if you want different markups by part price.
- Click Save.
Before you start
- Two audiences: Account Customer pricing is for your contract and fleet accounts, often with better pricing. Non-Account Customer pricing is for walk-ins.
How markup works
Every part has a cost. The matrix applies a markup percentage to that cost, based on the customer type and the part's price range, to produce the price the customer sees. You set the policy once. It applies across estimates, invoices and reporting, and updates as soon as you save a tier change.
The markup matrix: separate tiers for Account and Non-Account customers, each starting from a base tier.
Set your markup
- Open Parts Markup: click Settings (the gear at the top right), then Pricing & Rates, then Parts Markup.
- Set the base markup: each customer type starts with a Base Tier ($0.00 and above, until you add a tier). Click the pencil to set its markup percentage. It applies to every part unless a higher tier or an override says otherwise.
- Add price-range tiers (optional): click + Add Tier to charge a different markup above a starting price, for example a smaller percentage on expensive parts. Non-account pricing can be a single percentage or tiered too. To change a higher tier, delete it with the trash icon and add it again.
- Click Save. Pricing updates for every part that follows the matrix.
Need a one-off price? On any part, turn on Manual Price Markup Override in its edit window or on its detail page, and set custom Account and Non-Account percentages just for that part. It bypasses the matrix.
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| A part's price equals its cost (0% markup) | No markup tier is set for that range or customer type | Set the base tier percentage here, or use a manual override on the part. |
| One part is priced differently from the matrix | It has a manual override | Open the part and turn off Manual Price Markup Override to follow the matrix again. |
| Account and walk-in prices are the same | Both customer types use the same percentages | Set a lower markup on the Account side to reward preferred customers. |
FAQs
Does changing a tier affect estimates or invoices I've already sent?
No. Prices lock when an estimate is sent, and sent documents keep them. An estimate you haven't sent yet follows the matrix (cost × markup), so a tier change shows on it until you send it. This applies to part lines added or saved after Oct 21, 2026. Older lines keep their saved price.
What's a price-range tier for?
To vary markup by part value, for example a healthy markup on cheap parts and a slimmer one on expensive parts.
How do account and non-account prices differ?
Each has its own markup percentages, so contract customers can get better pricing than walk-ins automatically.