Business Definitions page explains system markup definition rules. A markup definition rule regulates the markup amount that your company will add to the provider price / agent price (determining profit for the accounts in the chain).
Please view below how to setup a Markup under Business Definitions.
1. Select Admin tab from the main menu and then select Business Definitions.
2. When you are inside of Markups Management page in order to create a markup click on Actions (blue button) and then click on New Markup button:
3. The New Markup window will show and you will have to enter required information (fields marked in red).
When all information was added correctly, click on the Submit button.
4. Once the general information was submitted, a new section will appear called "Destinations" where the user will define to which "Entity Type" (account, agent, service, etc.) markup will be applied. Click on "Actions" button and "Add new destination".
5. A new pop-up window will appear where the user can select one of the following entity types:
6. When the entity type was selected another field will appear where user will add the account name, agent, etc. to which the markup will be applied to. Once done click "Submit" button.
7. In order to edit the set markup click on the three dot image (blue icon) located under the "Actions" column and click "Edit Markup".
8. Other
Inverse - "Inverse"means the opposite in effect.