What's new
Markup and discount fields used to be percentage-only (order-level markup, in particular, only ever accepted %), so a flat $50 markup or $20 discount meant doing the conversion math yourself first. Now every markup and discount field, at line-item level and order level, takes either a percentage or a dollar amount. No calculator required.
How it works
Every markup/discount field has a % and $ icon next to it.
Click % or $ to pick the format, or just type the symbol into the field and it switches for you
To clear a format, click the active icon again, or hit Backspace/Delete when the field is empty (you can't clear it while a number is still sitting in the field — clear the number first)
Mix and match — % on one line, $ on another, in the same order
Where you'll see it
Sales Orders — line items and order total
Purchase Orders — line items and order total
Flows through automatically to Quotes, Invoices, and Proforma Invoices wherever pricing is shown
Good to know
Switching formats keeps the number, not the value. Flip a line from % to $ and "20" stays "20" — it just becomes $20 instead of 20%. Double-check the number after switching.
Discounts can't push a total negative. If a dollar discount is bigger than the line (or order) total, Factory floors it at $0.00 rather than going negative.
Markup has no upper cap. There's no ceiling on a dollar markup, so a mistyped number will apply exactly as entered — worth a second look before you save.
Who can see and edit these fields is unchanged — if a role couldn't see pricing before, that doesn't change here.
Questions or something not working as expected? Message us in the chat bubble.
Team Factory