Configure plan template pricing and settings

Use the Markups and Settings sections on a plan template's Details tab when this template needs values that differ from ordinary Retail Settings defaults.

Markups can hold the template's design fee, flower and hard-good multipliers, labor inputs, overhead assumptions, fee choices, and suggested-price rounding. This article covers the profit display, warning, and date-format controls in Settings.

In Details > Markups, select Edit Settings to change the template's design fee, multipliers, labor inputs, overhead, fee switches, or rounding. In Details > Settings, select Edit Settings to change profit display, warning tolerance, or date format. Review the values in the dialog, then select Close. The settings are copied when you create a plan from the template. They do not update plans that already exist.

You need permission to edit the template to change either section. Markups is shown only to members who can view cost and profit information, which is separate from template-edit permission. Use Retail Settings for the workspace defaults that apply when a plan does not start from a template.