Set markup, margins and rate overrides

On Set Pricing, you review trip costs and set your markup % so the client total includes your margin. You can also adjust individual lines when needed.

1. 1

   Open Set Pricing

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   What the numbers mean

   1. 1

      Set Pricing step

      You must be on step 2 to edit markup. Build Itinerary is only for days and lines.

   2. 2

      Cost Breakdown

      Day-by-day costs before markup. Expand a day to see line items. Scroll down for markup %.

   1. Open the quote from Quotes.

   2. Click Set Pricing (step 2), or add `?step=pricing` to the quote URL.

   3. You should see Quote Currency at the top, then Cost Breakdown, then markup controls.

2. 2

   Set markup % and save

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   What the numbers mean

   1. 1

      Markup Percentage

      Type the margin % you want on top of subtotal. This is the main markup control.

   2. 2

      Markup Amount

      Money added by that percent (shown as +currency). Updates when you change the %.

   3. 3

      Total Quote

      Client total after markup. Confirm this before Preview or Send.

   4. 4

      Save Pricing

      Saves markup (and related pricing) on this quote. Click after you change the %.

   1. Scroll to Markup Percentage.

   2. Enter the percent (for example 15).

   3. Check Markup Amount (added money) and Total Quote (what the client pays).

   4. Use Quick Reference for per person / per day / margin if shown.

   5. Click Save Pricing.

   6. Optional: change a single line in Cost Breakdown when a rate override is available — that usually affects this quote only, not the whole Content Library.