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Markups Management

This page gives you the power to create, manage, and optimize your markups effortlessly.

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Written by Megha Sharma
Updated over 11 months ago

πŸ“Œ Why Markups Matter: Elevate Your Revenue Strategy

  • πŸ”§ Precision Pricing: Apply different markups for specific scenarios like premium locations, high-volume contracts, or specialised departments.

  • πŸ“ˆ Revenue Optimisation: Set markups that maximise your profit margins while maintaining competitive pricing.

  • 🀝 Client Transparency: Clearly communicate your pricing structure to clients, ensuring trust and understanding.

  • πŸ”’ Secure Control: Only authorised users (Workspace Admin or Jombone Admin) can edit SaaS company markups, maintaining pricing integrity.


🌐 How the Markups Page Helps You

The Markups page is your pricing toolkit, enabling you to:

  • πŸ’‘ Customise Markups: Design unique markups for various needsβ€”location, department, volume, subscription, and more.

  • πŸš€ Streamline Management: View, add, edit, or delete markups with just a few clicks.

  • βœ… Ensure Accuracy: Prevent accidental deletion of markups linked to active jobs.

  • πŸ” Maintain Transparency: Instantly view markup details, including type, rate, and creation date.

🌟 Real-World Scenario:

Imagine you are a staffing agency managing multiple clients across various regions. Your downtown Toronto clients may require a higher markup due to increased operational costs, while high-volume clients in suburban areas can benefit from a discounted volume-based markup. This flexibility helps you maintain profitability without sacrificing client satisfaction.


πŸ” Exploring the Markups Page

When you access the Markups page, you will see a list of all existing markups with the following columns:

  • πŸ“‹ Name: The title of the markup (e.g., "Toronto Region Premium").

  • πŸ”– Type: The category of the markup, such as:

    • πŸ“ Location: Region-based pricing.

    • 🏒 Department: Custom pricing for specific departments.

    • πŸ“Š Volume: Discounts for high-volume contracts.

    • πŸ”’ Subscription: Standardized pricing for SaaS companies.

    • πŸ›οΈ Enterprise, Permanent, Position, Subsidiary: Advanced pricing models for specific client needs.

  • πŸ’° Rate: The percentage value of the markup (e.g., 15%).

  • πŸ•’ Created Date: The date and time the markup was added.

  • πŸ› οΈ Actions: Options to edit or delete the markup (deletion restricted for markups associated with active jobs).


πŸ’‘ Types of Markups Explained

Jombone provides a wide range of markup types to suit your pricing strategy:

  • 🌐 Location Markup: Adjust rates based on geographic regions (e.g., 20% for Toronto, 15% for Vancouver).

  • 🏒 Department Markup: Set unique rates for specialized roles (e.g., Engineering 25%, Administration 15%).

  • πŸ“Š Volume Markup: Offer discounts for high-volume contracts (e.g., 10% for contracts with 50+ placements).

  • πŸ’‘ Subscription Markup: Standardized rates for SaaS clients, ensuring consistent pricing.

  • πŸ›οΈ Enterprise Markup: Custom pricing for large-scale contracts or key clients.

  • πŸ”’ Permanent Markup: Special rates for permanent placements, separate from contract roles.

  • πŸ“ Position and Subsidiary Markups: Precision pricing for specific roles or company subsidiaries.

🌟 Example Use Case:

A staffing agency serving healthcare and IT clients can set a "Healthcare Specialist Markup" of 30% for medical roles, while maintaining a "Tech Talent Volume Discount" of 15% for bulk IT hiring.


βœ… Adding a New Markup

To add a new markup:

  1. Click the "Add Markup" button.

  2. Complete the form:

    • Name: Enter a clear, descriptive name (e.g., "West Coast Premium Markup").

    • Type: Choose the appropriate markup type (Location, Department, Volume, etc.).

    • Rate: Enter the percentage value (e.g., 15%).

  3. Click "Add" to save the markup.

πŸ’‘ Pro Tips:

  • πŸ“Œ Be Descriptive: Use clear, intuitive names like "Volume Discount 20%" or "Engineering Department Premium."

  • πŸ”„ Regular Updates: Adjust your markups periodically to align with market trends.


✏️ Editing a Markup

  • SaaS Companies: Only Workspace Admin or Jombone Admin can edit markups to ensure consistency.

  • Non-SaaS Companies: Authorized users can freely edit their markups.

  • To edit a markup:

    1. Click the "Edit" (pencil icon) next to the markup.

    2. Modify the details (Name, Type, or Rate).

    3. Click "Save" to apply the changes.

πŸ”§ Best Practice: Regularly review your markups to ensure they align with your profitability goals.


🚫 Deleting a Markup

  • Only authorized users can delete a markup.

  • Markups associated with active jobs cannot be deleted, ensuring pricing integrity.

  • To delete a markup:

    1. Click the "Delete" (trash icon) next to the markup.

    2. Confirm deletion with the warning: "Alert: This procedure is irreversible."

    3. Click "Yes" to complete the deletion.

⚠️ Critical Warning: Double-check before deleting a markup, especially if it’s linked to active jobs.


πŸ” When Markups Cannot Be Deleted

  • Markups cannot be deleted if they are associated with active jobs.

  • This prevents pricing conflicts or unexpected billing issues.

  • Instead of deleting, consider editing the markup for existing jobs.


🎯 Key Points to Remember

  • 🌟 Strategic Pricing: Markups allow you to control your profit margins for different scenarios.

  • πŸ”’ Secure Access: SaaS markups can only be edited by Workspace Admin or Jombone Admin.

  • ⚑ Flexibility for Non-SaaS Companies: Add, edit, or delete markups as needed.

  • 🚫 Irreversible Deletion: Once a markup is deleted, it cannot be restored.

  • βœ… Consistency: Markups linked to active jobs cannot be deleted, maintaining pricing accuracy.


πŸš€ Quick Tips

  • πŸ“Œ Label Clearly: Use specific names like "Toronto Region Premium" or "Volume Discount - 20%".

  • πŸ“Š Regularly Review Rates: Ensure your markup rates align with your profitability goals.

  • πŸ”’ Secure Permissions: Limit markup editing access to authorized users.

  • πŸ“ Document Your Strategy: Maintain a record of your markup strategy to ensure team understanding.

  • βœ… Be Proactive: Adjust your markups as market rates fluctuate to stay competitive.

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