Last Updated 8 hours ago
Configuring price margin and markup rules
Configuring price margin and markup rules
Margin and markup rules work dynamically — they recalculate the prices shown in the store without modifying the prices stored in the database. Each rule can apply to all products or to a selected group (categories, manufacturers, suppliers, specific products, customer groups). In the following example, a rule will be configured that sets a 30% margin on products from a selected category.Step 1. Go to the Price margin / markup rules tab.
Step 2. Click the Add new button.
Step 3. In the Rule name field, enter a descriptive name that indicates what it does. In this example, enter
Margin 30% Electronics.Step 4. In the Price base field, select the price used as the starting point for the calculation:
- Net price (tax excl.) — calculated from the product's net price,
- Gross price (tax incl.) — calculated from the product's gross price,
- Wholesale price — calculated from the product's purchase (wholesale) price.
Step 5. In the Application method field, choose how the price is recalculated:
- Markup — add value% on top of base price — the given percentage is added to the base price (result = base + value%).
- Margin — value% of the final selling price goes to margin — the given percentage represents the true share of the margin in the final price (result = base ÷ (1 − value%)).
Step 6. In the Value (%) field, enter the percentage to apply. In this example, enter
30. For example, with a base price of 100: markup gives 130, while margin gives 142.86 (100 ÷ 0.70).Step 7. (Optional) In the Min base price (0 = disabled) field, set a lower threshold — the rule will be applied only when the product's base price is at least this value.
Step 8. (Optional) In the Max base price (0 = disabled) field, set an upper threshold — the rule will be applied only when the product's base price does not exceed this value.
Step 9. (Optional) In the Categories section, select the categories whose products should be covered by the rule. Leaving all unchecked means the rule will apply to products from all categories.
Step 10. (Optional) In the Products field, you can additionally pick individual, specific products (searching by name or reference). Leaving the field empty means the rule is not limited to selected products.
Step 11. (Optional) In the Manufacturers section, select the manufacturers whose products should be covered by the rule. Leaving all unchecked will apply to all manufacturers.
Step 12. (Optional) In the Suppliers section, select the suppliers whose products should be covered by the rule. Leaving all unchecked will apply to all suppliers.
Step 13. (Optional) In the Customer groups section, select the groups for which the rule should apply. If no group is selected, the rule will apply to all customers.
Step 14. Make sure the Active switch is set to Enabled — only active rules affect prices in the store.
Step 15. Click Save to store the rule. The effect will be visible in the store immediately — the prices of matching products are recalculated dynamically.
Step 16. (Optional) In the rules list, set the priority by dragging the rules into the desired order. When several rules match the same product, the first one from the top of the list is applied.
Note. An individual margin/markup set for a specific product (in the product edit tab or in the Products list) takes priority over the global rules from this tab.