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Automatic Markups

Learn how to quote faster by configuring automatic default markups.

Brad Pengelly avatar
Written by Brad Pengelly
Updated over a week ago

Creating automatic default markups makes it even faster and easier to quote with Hoops. When you pre-configure a markup, Hoops will automatically apply your unique markup to your products & decorations every-time you build quote!

This video shows you how to create an automatic markup:

This video show you how to assign markups to products / decorations:


Follow these steps to create a markup automation

1. Navigate to settings > Markups

2. Select 'ADD MARKUP'

3. Name your markup

4. Add your Markup Logic

5. Choose which products, decorations or categories your markup logic will apply to.

If you have a simple markup structure you can choose to apply the markup to everything by checking 'All Products'.

For more complex markups you can specify which particular products / decorations that your markup will apply to. To do so, expand the desired category by clicking the '>' icon, then check the box against the products you would like to apply the markup.

Note: Products / decorations can only be associated with one markup logic. When creating additional markups, any products / decorations that are already associated with an existing markup logic will be have a chip next to it with the name of the associated markup. By removing this chip, you are disassociating the product / decoration from the original markup logic.

Be sure to click save when you are finished

6. Throw away your pricing table & start creating quotes lightning fast!

Now that you have configured your markup logic, Hoops will automatically apply your unique markup to your products / decorations every-time you build quote! You can edit your markup anytime by navigating to the markup page and choosing actions > edit.


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