How to update margins for your accounts

How to update margins for your accounts

Summary

A Site Administrator can update margins for their accounts when needed, or add margins for newly added products.  This knowledge base article describes that process.

Instructions

  • Begin by going to your Admin page
  • Click on Accounts
  • Click on one of the accounts shown on this page
  • You will see a set of navigational links for this account
  • Click on the link for Products
  • In the Vendors section, click on the vendor you wish to change. 
  • In the Products section, locate the product for which you wish to update margins
  • Click on the Update button
  • Enter Margin, Net Margin and Surcharge amount (if required)
  • Click Update again to save your changes
  • Repeat for all other accounts

Applies to:

  • Solatech Focus

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