There are 3 ways to preset markups and discounts in CaterQuotes:
1. Default merchandise, carriage and installation markups can be set in "My Settings" which is opened with the my settings button at the botton right of the projects screen. This will only affect newly made quotes on the account you are logged in as.
2. A "Minimum Merchandise Markup" can be set by CQ administrators in the "Admin Settings" section. Go to "Company Settings" and then the "General" tab. The minimum markup entered here will apply to all new projects created by all users in your company. If an item markup in a quote doesn't meet what you have set here, it will flag it with red writing as a warning to the user.
3. Default Mfr discounts can be set for everyone at your company inside the "Mfr Settings" section accessed by clicking the button at the bottom of the screen. Only admins will be able to see this.
Search for a manufacturers and apply discounts and/or markups to them and then click "Save Changes" at the top left. When products from these mfrs are added to a quote, it will automatically apply these values to them.