Creating a markup only defines the pricing rules. Before those rules will take effect, the markup must be assigned to products, decorations, or additional costs.
Once assigned, Hoops will automatically apply the markup whenever matching items are added to a SalesDoc, SalesPresentation, or SalesStore.
Assign a Markup
Navigate to Settings → Markups and either create a new markup or edit an existing one.
Below the markup rules, you'll find the Apply to Products, Decorations, and Categories section.
This section allows you to control exactly where the markup should be used.
Recommended Approach: Assign to All Products
For most businesses, we strongly recommend assigning markups at the All Products level.
To do this, simply select:
All Products
All Decorations (if applicable)
All Additional Costs (if applicable)
Then click Save.
This approach ensures that every item added to a SalesDoc automatically receives a markup.
It is particularly recommended if:
Vendors regularly add, remove, or reorganize products
You want the lowest-maintenance markup strategy
Assign Markups by Vendor
⚠️ Important
Assigning markups at a highly specific vendor, brand, category, or subcategory level can require ongoing maintenance as supplier catalogs evolve.
The markup logic itself will continue to work exactly as configured. However, suppliers regularly add new brands, categories, subcategories, and products to their catalogs. If a new product is introduced outside the areas you've assigned the markup to, it won't inherit that markup automatically.
For this reason, we strongly recommend assigning markups at the All Products level when using supplier-managed catalogs such as SAGE, as it provides the most reliable long-term coverage with minimal maintenance.
If you manage your own catalog and require more control, you can expand the product tree using the chevron icons.
The first level displays your available vendors.
For example:
SanMar
AS Colour
Trends
You can assign a markup to one vendor, multiple vendors, or a combination of vendors.
Some businesses choose different markup structures for different product types. For example:
Apparel vendors may use one markup strategy
Promotional product vendors may use another
This allows greater flexibility while still keeping markup management relatively simple.
Assign Markups by Brand or Category
The product tree can be expanded even further to reveal:
Brands
Categories
Subcategories
This allows extremely granular control over how markups are applied.
For example, a markup could be assigned only to:
A specific brand
A specific category within a brand
A specific subcategory within that category
While this level of control is powerful, it is generally recommended only for businesses that maintain complete ownership and control of their catalog structure.
Supplier-managed catalogs frequently change brands, categories, and product organization, which can increase maintenance requirements over time.
Decorations and Additional Costs
Markups can also be assigned independently to decorations and additional costs.
This allows different pricing strategies for different parts of a quote.
For example:
Product markup: Quantity-based pricing rules
Decoration markup: Fixed % markup
Additional costs: Separate markup structure altogether
Each markup can be assigned independently depending on how your business calculates pricing.
How Multiple Markups Work
It is common to have separate markups for different item types.
For example:
Markup | Applied To |
Product Markup | All Products |
Decoration Markup | All Decorations |
Additional Cost Markup | All Additional Costs |
When a product is added to a SalesDoc, Hoops uses the Product Markup rules.
When a decoration is added, Hoops uses the Decoration Markup rules.
When an additional cost is added, Hoops uses the Additional Cost Markup rules.
Each item type can therefore follow its own pricing strategy.
Verify Your Markups
After assigning your markups, create a test SalesDoc and add products, decorations, or additional costs.
You should see the markup percentage automatically populate based on the rules and assignments you configured. See Also: How Markups work in Hoops
If a markup does not appear, review the markup assignment to ensure the item falls within the selected products, vendors, categories, or item types.
Proper assignment is what determines whether a markup will be applied automatically.