Mass Markup Tool

Estimated reading: 7 minutes

Use the mass markup tool to make global pricing changes to your service and inventory type invoice items including base prices, minimum prices and dispensing fees. In addition, you can add or remove taxes, discounts, or dispensing items.  

 

Before you start

Security
  • Mass Markup

Setup

Important!

  • Back up your database before using Mass Markup. Applied changes cannot be undone/voided. 
  • Exclusive use of Cornerstone is required. All other users must be logged out of Cornerstone. 
  • Price updates are not applied to items on open/saved estimates, invoices or PVLs. 
  • Only 1 set of changes can be applied at a time (ex: mark prices up and modify minimum price would be 2 different changes). 
  • You must click Apply to commit the changes. Using Calculate, Add or Remove only will not make changes. 

Using Mass Markup

  1. Navigate to Tools > Mass Markup
  2. Ensure you have a recent backup and click Yes to the backup reminder message.
    Note: Applied changes cannot be removed. Use the instructions below on how to create a copy of your database.
  3. Select the appropriate tab. 
  4. All applicable items display in Item ID order. Narrow the display as needed: 
    • Select or clear Service, Inventory or Dispensing check boxes, if available. 
    • Enter an invoice item Class ID and/or Subclass ID.  
    • Enter a specific Item ID.

Note: If you switch between Base Price, Minimum Price and Dispensing fee on the Price tab, you will need to reset the Invoice item information filters.

Price Tab

Modify base price, minimum price or dispensing fee across all or selected service and inventory items. 

Base Price or Minimum price

  1. Select the invoice item(s) to include by doing any of the following:   
    • Click Select All.  
    • Press Shift + click to select consecutive items.  
    • Press Ctrl + click to select nonconsecutive items or to deselect previously selected items.  
  2. Select the Price type of Base Price or Minimum Price and complete fields based on price type selection.
    • Select MarkUp or MarkDown
    • Select the Nearest amount to round to, if needed.  
    • Enter the Percentage to change prices by. Example: Enter 5.00 for 5% 
    • Enter the Minimum Amount to change a price, if needed. Use this field to change prices by a flat dollar amount. 
    • Select Include Zero to change items with no current price. This applies to either base or minimum amounts.  
  3. Click Calculate to see the new potential prices for the highlighted invoice items.  
  4. Review the list for accuracy. 
  5. Do one of the following, if needed: 
    • Adjust amount entries and click Calculate to recalculate new prices. 
    • Adjust selected items using Ctrl-click and click Calculate to recalculate. 
  6. Do one of the following to commit or discard price changes:
    • Click Apply to commit the price changes to the selected items. Click OK on the confirmation message. 
    • Click Cancel and then No on confirmation message to not apply the changes. Clicking Yes on the confirmation message will apply changes. 
  7. Continue with additional price changes, choose a different tab or click Close to exit Mass Markup.

Dispensing fee

  1. Select the invoice item(s) to include by doing any of the following:   
    • Click Select All.  
    • Press Shift + click to select consecutive items.  
    • Press Ctrl + click to select nonconsecutive items or to deselect previously selected items.  
  2. Select the Dispensing Fee price type.
  3. Enter the Current Dispensing Fee and the New Dispensing Fee 
  4. Click Calculate to see the potential price change in the New Dispensing Fee column.
  5. Review the list for accuracy. 
  6. Do one of the following, if needed: 
    • Adjust amount entries and click Calculate to recalculate new prices. 
    • Adjust selected items using Ctrl-click and click Calculate to recalculate. 
  7. Do one of the following to commit or discard price changes:
    • Click Apply to commit the price changes to the selected items. Click OK on the confirmation message. 
    • Click Cancel and then No on confirmation message to not apply the changes. Clicking Yes on the confirmation message will apply changes. 
  8. Continue with additional price changes, choose a different tab or click Close to exit Mass Markup. 

Tax tab

Add or remove taxes to/from service, inventory and dispensing type items. 

  1. Select the tax to add or remove. 
  2. Select the invoice item(s) to include by doing any of the following:  
    • Click Select All.  
    • Press Shift + click to select consecutive items.  
    • Press Ctrl + click to select nonconsecutive items or to deselect previously selected items.
  3. Click Add or Remove accordingly to apply/remove the selected tax to the highlighted invoice items.
  4. Review the list for accuracy. 
  5. Do one of the following: 
    • Adjust selected items using Ctrl-click and click Add or Remove 
    • Click Apply to commit the changes to the selected items. 
    • Click Cancel and the No to not apply the changes. 
  6. Continue with additional taxes, choose a different tab or click Close to exit Mass Markup. 

Discount tab

Add or remove discounts to/from service, inventory and dispensing type items. 

  1. Select the discount to add or remove. 
  2. Select the invoice item(s) to include by doing any of the following:  
    • Click Select All.  
    • Press Shift + click to select consecutive items.  
    • Press Ctrl + click to select nonconsecutive items or to deselect previously selected items.
  3. Click Add or Remove accordingly to apply/remove the selected discount to the highlighted invoice items.  
  4. Review the list for accuracy. 
  5. Do one of the following: 
    • Adjust selected items using Ctrl-click and click Add or Remove 
    • Click Apply to commit the changes to the selected items. 
    • Click Cancel and then No to not apply the changes. 
  6. Continue with additional discounts, choose a different tab or click Close to exit Mass Markup. 

Dispensing tab

Add or remove dispensing items to/from inventory type items.  

  1. Select the dispensing item to add or remove. 
  2. Select the invoice item(s) to include by doing any of the following:  
    • Click Select All.  
    • Press Shift + click to select consecutive items.  
    • Press Ctrl + click to select nonconsecutive items or to deselect previously selected items.
  3. Click Add or Remove accordingly to apply/remove the selected dispensing item to the highlighted inventory items.
  4. Review the list for accuracy. 
  5. Do one of the following: 
    • Adjust selected items using Ctrl-click and click Add or Remove 
    • Click Apply to commit the changes to the selected items. 
    • Click Cancel and the No to not apply the changes. 
  6. Continue with additional dispensing items, choose a different tab or click Close to exit Mass Markup. 

Additional information

Mass markup

Related reports

  • Invoice Item Dispensing Setup report 
  • Invoice Item Information report  
  • Invoice Item Price Information report 
  • Invoice Item Setup report 
  • Invoice Item Tax Setup report 

Resources

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