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We've refined AroFlo pricing to provide greater flexibility with default markups, inventory pricing and price levels.

See below for a list of the changes on the way. The date of this change will be communicated closer to release.


Business Unit Default Markup

The Business Unit Markup becomes your baseline.

The Business Unit Markup is your fall-back.

Previously the Business Unit Markup was optional. If no other markups were set, and no Business Unit Markup was set, AroFlo would revert to a hard-coded 'System Default' (Cost + 10% Markup).

The Business Unit Markup is now your baseline markup. There is no hidden system default markup.

A markup set on a Client or Inventory item will still override a Business Unit Markup.

If your Business Unit Markup is currently 'switched off', the Markup settings will change to be Cost + Markup with value 10%.


> Learn more

For those who operate with the Business Unit Markup before the Inventory Item markup...

The Use Business Unit Default Markups for All Clients (except those listed above) checkbox has been removed.

 Click here if you used this setting

For users with this currently ticked, no action is required. You will see new Client Default Markups once the update is live.


To prioritise Business unit markup settings, you can set a client markup to be the same as your Business Unit markup.

Or for individual Items:

  • Choose Not Set as the Markup Type on Inventory items.
  • Set no value in the Item Default field on Inventory items.


> Learn more



Inventory Markups

We've made a few changes to the Pricing tab on inventory items so you can now apply more control to your pricing.

New Markup Type of 'Not Set'

We've added a Markup Type called Not Set. This is the default for all new inventory items and leaving it in place will mean that AroFlo will look for the Markup Type to apply in the next level of the markup hierarchy, which is the Business Unit markup.

This can useful when you want to set a common Markup Type across your entire Business Unit, rather than for each Inventory Item.

> Learn more

Markup % and Sell can be unlinked

You can now unlink the Markup % and the Sell price you enter into an inventory item.

This can be handy when you want to set one client's pricing to use the Markup % and others to use the Sell price (such as an RRP).

Example: In the image shown, we have a cost of $50 and a Markup % of 20. So the Sell price would normally be $60. By unchecking the Lock pricing to Default Markup Type box, we've been able to set a different Sell price of $75.

> Learn more


Client Default Markups

We've removed some clutter and added the Not Set Markup Type.

Gone are the 'Use Quote/Task/Invoice Markup' checkboxes

Previously when setting a Client or Business Unit Markup, the Use Markup checkbox could be used to "turn off" the markup set in a section.

This has been replaced with  ' Not Set ' in the Markup Type selection. Setting ' Not Set ' is like un-checking the existing checkbox. Learn more below.

New Markup Type of 'Not Set'

Not Set means the Markup Type to be used is open (could be Cost + Markup or Sell).

When a section is Not Set, AroFlo will look for a Markup Type in the next level of the markup hierarchy (1. Client > 2. Inventory Item > 3. Business Unit).

This may be useful when you have a client that needs a VIP markup for their Quotes only.

Then using 'Not Set' on Tasks and Invoices means they will be charged the common markup (set on the inventory item or business unit) for everything else.

> Learn more

The markup hierarchy just became more flexible

Setting whether AroFlo should use the Client, Inventory or Business Unit markup is now more flexible with the ability to not set a Markup Type or value.

To visualise how AroFlo selects the initial markup type and value, you can always refer to the process flow shown.

For those using Price Levels, see section below.

> Learn more



Price Levels

Ready to apply price levels ? The "grid" makes it easy.

Introducing the Grid

When AroFlo determines how much a client will be charged for a material item, it uses a Markup Type with a Price Level .

On the inventory item pricing tab, you see a table (or Grid) under the Sell heading.

  • Markup Types are shown in the columns.
  • Price Levels are shown in the rows.

When charging for an inventory item, AroFlo checks the grid and needs to select a column to use and a row to use.

Both the column to use and row to use can be set independently on the client inventory item or  business unit .

> Learn more

Setting the column and row to use

On an  Inventory item (with no other Client or Business Unit markups set):

  • The column to use is set by the Default Markup Type .
  • The row to use is set by the Price Level ticked as Default .

The column and row can also be set for a Client and Business unit. Learn more in the section below.

In the image shown, when a tin of paint is added to a quote,task or invoice, the:

  • Markup Type will be Cost + Markup % .
  • Price Level will be Domestic .

> Learn more



Default Price Levels

The markup hierarchy has become more independent.

Client markup settings take priority.

The Markup Type (column) and the Price Level (row) can also be set against a Client .

When selecting a material item in AroFlo, it will look for the row to use by:

  1. Checking  Client settings. If a Price Level is set, it will be used.
    (The Price Level also needs to have the $ or % value set on the Inventory Item.)
  2. Checking Client settings. If a Standard Markup is set, it will be used.
  3. Only if there is no Client Price Level or the Standard Markup value is blank, will AroFlo check Inventory and Business Unit settings.

    > Learn more

Independent Markup Type and Price Level

Previously when setting a Client or Business Unit Markup, the Markup area (Quote/Task/Invoice) had a Use Markup checkbox. This checkbox 'turned off' the Markup Type AND Price Level set in that section.


To allow independent control, we have added Not Set to the Markup Type and Price Level selection. Using Not Set is like un-checking the old Use Markup checkbox.

This may be useful for those who want to set a Price Level for a specific Client, but have the Markup Type set on the Inventory Item or Business Unit.

> Learn more

PREVIOUS: One setting controlled Markup Type and Price Level.


UPDATED: Markup Type and Price Level can be controlled independently.

The Price Level hierarchy just became more flexible

Setting whether AroFlo should use the Client, Inventory or Business Unit Price Level is now more flexible with the ability to not set a Markup Type or Price Level.

To visualise how AroFlo selects the Price Level, you can always refer to the process flow shown.

> Learn more


 Show part 1 (How AroFlo selects a Markup Type)

Checking and changing a Price Level selected

When adding inventory items with price levels to a quote, task or invoice, you can hover over the Sell value to see how the price was calculated.

Once you've added inventory items to the quote or invoice, you can choose a different price level by clicking (stack of paper icon) then double-click to select a price level markup/sell value.

> Learn more


Get in touch

To get the most out of AroFlo's powerful pricing options, check out the learn more links above or contact our Customer Service team.

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