Tips, Features & Updates

How the Margin Variable Update and Bill-To Email Import Improve Print Shop Efficiency

Accurate pricing and organized customer data are critical for every print shop. The latest margin variable update lets print shops dynamically calculate prices using margin or markup percentages, ensuring consistent pricing across all products. Additionally, the Bill-To email import enhancement helps create and update company records correctly, reducing errors during contact imports. This guide explains these updates and shows how print shops can use them to save time, reduce mistakes, and streamline workflows efficiently.

1. Margin Variable Update: Calculate Prices Accurately

The margin variable update introduces two key variables:

  • InfoFlowMargin – Displays the margin or markup percentage.

  • InfoFlowMarginType – Shows whether the calculation uses margin or markup.

These variables are read-only, but you can use them in formulas or conditional logic to automate pricing calculations.

How to Use the Margin Variable Update

  • Apply margin or markup percentages directly to any product pricing field.

  • Use conditional logic to trigger actions depending on whether a margin or markup applies.

  • Update unit prices to automatically recalculate total prices, and adjust total prices to update unit prices proportionally.

Example:

  • 50% margin → InfoFlowMargin = 50 and InfoFlowMarginType = margin

  • 200% markup → InfoFlowMargin = 200 and InfoFlowMarginType = markup

Benefits for Print Shops:

  • Reduce manual pricing calculations

  • Maintain consistent pricing across all products

  • Apply advanced pricing logic automatically

2. Bill-To Email Import: Organize Customer Data Efficiently

The Bill-To email import ensures the system uses billing emails when creating or updating company records.

How It Works

  • During contact imports, the system prioritizes the Bill-To email.

  • The system updates existing companies instead of creating duplicates.

  • The system assigns new addresses or billing details correctly to the associated company.

Key Advantages:

  • Keep contact lists organized

  • Reduce errors when creating orders

  • Save time during contact imports

3. Combining Margin Variable and Bill-To Email Updates

Using both updates together streamlines print shop workflows:

  1. Automate Pricing – Apply margin and markup calculations consistently.

  2. Clean Customer Records – Ensure companies use the correct billing email.

  3. Reduce Errors – Minimize manual corrections.

  4. Speed Up Order Processing – Set up pricing and customer data faster.

  5. Maintain Workflow Reliability – Keep data and pricing consistent across all orders.

4. Summary

The margin variable update and Bill-To email import enhancement help print shops streamline operations, save time, and maintain accurate pricing and customer data. By implementing these updates, teams can focus on fulfilling orders efficiently rather than fixing errors manually.

Take advantage of these updates today to improve workflow efficiency, ensure pricing consistency, and keep your customer records organized.

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