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Reshare Defaults

What this does: Configure automatic markup and lead time adjustments that apply when resharing vendor products to your buyers.

Written by Daniel Phung
Updated this week

Last verified: 2026-02-17

Overview

Reshare Defaults is a powerful automation tool for vendors and resellers who purchase products from other vendors and resell them to their buyers. Instead of manually calculating markup and lead times for every reshared product, you define rules that automatically apply consistent pricing and delivery adjustments based on product characteristics.

This is especially useful when you:

  • Resell products from multiple vendors - Apply different markups per vendor

  • Source from various suppliers - Use different strategies for different manufacturers

  • Have seasonal pricing strategies - Adjust markups based on product category or price range

  • Manage complex lead times - Add buffer days based on product type

  • Maintain consistent margins - Ensure all reshared products meet your profit targets

What happens in the system

When you reshare a product and Reshare Defaults are configured:

  • Rules are evaluated in order - The first matching rule applies (order matters, see "Reordering Rules" below)

  • Markup is applied automatically - The matched rule's markup is applied to the vendor's cost

  • Lead time is adjusted - Additional days are added to the product's ETA if specified

  • Multiple rules can match - Only the first matching rule is applied (due to rule priority)

  • Products can be reshared without a matching rule - The system allows resharing even if no rule matches; you'll set pricing manually

  • Rules apply immediately - Creating or updating a rule takes effect on newly reshared products

Matching Logic

Rules are evaluated top-to-bottom. When a product is reshared:

  1. System checks rule #1 filters against the reshared product

  2. If all filters match, that rule is applied and stops checking

  3. If filters don't match, move to rule #2

  4. Continue until a match is found or all rules are checked

  5. If no rule matches, reshare the product without defaults

Filter matching: A product must match ALL active filters in a rule to trigger that rule. It's an AND operation:

  • Category: Electronics AND Manufacturer: Acme AND Price: $100-$500 → applies if product matches all three

What does NOT happen

  • Deleting a rule does NOT affect existing reshares - Only newly reshared products are affected

  • Rules do NOT auto-update existing prices - They only apply when you reshare a product

  • Rules do NOT override manual pricing - If you set a custom price after resharing, the rule doesn't reapply

  • Disabling a rule does NOT remove its effects - It just prevents new reshares from using that rule

  • Creating a rule does NOT reshare past products - You must manually reshare products to get the defaults

  • Filter changes apply only to future reshares - Existing reshares keep their original prices

Prerequisites

  • Vendor or Reseller role - Must have the ability to reshare products

  • At least one vendor product available - Need products to reshare

  • Edit permissions on Reshare Defaults - Typically Super Admin or Manager role

Accessing Reshare Defaults

  1. Click your profile icon in the bottom left

  2. Click Settings

  3. In the left sidebar, look for the Resharing tab

  4. Click Reshare Defaults (or click the Resharing tab if Reshare Defaults appears as a section)

Rules Table Overview

The main Reshare Defaults view shows all your configured rules in a table.

Table Columns

Column

Description

#

Rule priority number (1 = highest priority, evaluated first)

Name

Your custom rule name (e.g., "High-end electronics from Vendor A")

Filter

Which products this rule matches (shows summary of filter criteria)

Markup

The markup applied (e.g., "+15%", "+$5.00", or "No Markup")

ETA Offset

Additional days added to lead time (e.g., "+2 days")

Enabled

Whether this rule is active (toggle on/off without deleting)

Actions

Edit, duplicate, or delete the rule

Creating a New Rule

Step 1: Click "Add Rule"

Click the Add Rule button at the top of the Reshare Defaults view.

The Rule Editor modal opens.

Step 2: Enter Rule Name

Give your rule a descriptive name that explains what products it targets.

Good naming examples:

  • "High-value electronics from Vendor A"

  • "Overstock clearance items"

  • "Bulk office supplies"

  • "Premium manufacturer items >$500"

  • "Summer seasonal products"

Step 3: Configure Filter Criteria

Filter criteria determine which products this rule applies to. Click on filter badges to configure.

Available filter types:

Filter

What it matches

Example

Category

Product's universal category

Electronics > Laptops

Vendors

Which vendor the product comes from

Acme Corp, TechSupply Inc

Manufacturers

Product manufacturer

Dell, HP, Lenovo

Conditions

Product condition (new, refurbished, etc.)

New, Refurbished

Packaging

Original packaging status

Original Box, Bulk

Warranties

Warranty type included

Full Warranty, No Warranty

Returns

Return policy

30 Days, No Returns

Locations

Warehouse or storage location

Warehouse 1, Back Stock

Tags

Custom tags you've assigned

New Arrivals, Clearance

Price Range

Product cost price (min-max)

$100 - $500

Example: Creating a Category Filter

  1. Click the Category filter badge

  2. A category tree picker appears

  3. Search for categories by typing (e.g., "laptops")

  4. Expand categories by clicking the arrow

  5. Check categories to include them in the filter

  6. Click Apply

Example: Creating a Multi-Select Filter

  1. Click the Vendors filter badge

  2. A list of available vendors appears with product counts

  3. Search by typing vendor name

  4. Check vendors to include in the filter

  5. Click Apply

Example: Creating a Price Range Filter

  1. Click the Price Range filter badge

  2. Enter minimum price (or leave blank for no minimum)

  3. Enter maximum price (or leave blank for no maximum)

  4. Click Done

No filters = all products: If you don't configure any filters, this rule matches ALL products (except those matched by higher-priority rules).

Step 4: Configure Markup Settings

Choose how to markup the vendor's price when resharing.

Markup Type Options

Percentage Markup

  • Adds a percentage on top of the vendor's cost

  • Use for: Consistent margin strategies

  • Example: If vendor charges $100 and you set +25%, buyer sees $125

Markup Type: Percentage Markup Value: 25 Formula: Vendor Price × (1 + 25%)

Absolute Markup

  • Adds a fixed dollar amount to the vendor's cost

  • Use for: Fixed profit per item regardless of cost

  • Example: If vendor charges $100 and you set +$15, buyer sees $115

Markup Type: Absolute ($) Markup Value: 15 Formula: Vendor Price + $15

No Markup

  • Resell at the exact vendor's price

  • Use for: Loss-leader products, competitive positioning, bulk deals

  • Example: If vendor charges $100, buyer sees $100

Markup Type: No Markup Markup Value: (disabled) Formula: Vendor Price (no change)

Step 5: Configure Lead Time Offset

Add extra days to account for your processing time, handling, or shipping preparation.

  • Enter 0 or leave blank: Use the vendor's lead time as-is

  • Enter positive number: Add those days to the vendor's lead time

  • Example: If vendor says 5 days and you set offset +2, your ETA becomes 7 days

Use cases:

  • Handle receiving and quality inspection: +1-2 days

  • Manage high-volume periods: +3-5 days

  • Account for shipping to buyers: +1-3 days

  • Build in safety buffer: +1 day

Step 6: Review and Save

The complete rule is shown before saving.

Click Create to save the rule. A success message appears:

Editing an Existing Rule

  1. Find the rule in the table

  2. Click the three-dot menu (⋮) in the Actions column

  3. Click Edit

  4. The Rule Editor opens with the rule's current settings

  5. Make your changes

  6. Click Save

Note: Any changes apply only to newly reshared products, not existing ones.

Using Rule Priority (Reordering)

Rules are evaluated in order from top to bottom. The first rule that matches applies, and evaluation stops.

Why Rule Order Matters

Rule 1: Category = Laptops | Markup = +20% Rule 2: Manufacturer = Dell | Markup = +15% Rule 3: Category = Electronics | Markup = +10%  Resharing a Dell laptop: → Matches Rule 1 (Category = Laptops) → Apply +20% ✓ STOP → Rule 2 and Rule 3 are not evaluated

vs.

Rule 1: Manufacturer = Dell | Markup = +15% Rule 2: Category = Laptops | Markup = +20% Rule 3: Category = Electronics | Markup = +10%  Resharing a Dell laptop: → Matches Rule 1 (Manufacturer = Dell) → Apply +15% ✓ STOP → Rule 2 and Rule 3 are not evaluated

Reordering Rules

  1. In the rules table, click and hold the grab handle (≡) on the left of a rule

  2. Drag the rule to its new position

  3. Release to drop it

  4. A success message confirms the new order

Strategy tips:

  • Put most specific rules first (e.g., "Vendor A + Category X")

  • Put general rules last (e.g., "All electronics")

  • Test rule order by resharing test products

Duplicating a Rule

Quickly create a similar rule based on an existing one.

  1. Find the rule you want to duplicate

  2. Click the three-dot menu (⋮)

  3. Click Duplicate

  4. A new rule appears with "(Copy)" appended to the name

  5. The new rule is disabled by default to prevent conflicts

  6. Edit the rule to customize it

  7. Enable it when ready

Use case: You have a "Vendor A - Laptops - +20% markup" rule and want to create a similar rule for Vendor B. Duplicate and change the vendor filter.

Toggling Rules On/Off

Control whether a rule is active without deleting it.

  1. Find the rule in the table

  2. Toggle the Enabled switch on the right

  3. When on: The rule is evaluated when resharing products

  4. When off: The rule is skipped (behaves as if it doesn't exist)

Use cases:

  • Temporarily disable seasonal markup rules

  • Test a new rule before enabling it

  • Archive rules you might use later

Deleting a Rule

Permanently remove a rule.

  1. Find the rule you want to delete

  2. Click the three-dot menu (⋮)

  3. Click Delete

  4. A confirmation dialog appears

  1. Click Delete to confirm

Important: Deleting a rule does NOT affect products you've already reshared. It only stops the rule from applying to future reshares.

Searching Rules

Find rules quickly using the search box.

  1. Type in the search field

  2. Results are filtered by:

    • Rule name

    • Filter values (category, vendor, manufacturer names)

  3. Clear search to see all rules

Pagination

If you have many rules, they're shown 20 per page.

  • Previous/Next: Navigate between pages

  • Page indicator: Shows current page (e.g., "Page 1 of 3")

Best Practices for Reshare Defaults

Rule Design Principles

  1. Be specific with filters - More specific rules first, general rules last

  2. Use consistent naming - Names should clearly describe what the rule targets

  3. Test new rules - Reshare a test product to verify the rule works

  4. Document your strategy - Make notes about why each rule exists

  5. Monitor markups over time - Check that your margins are meeting targets

Markup Strategy Examples

Scenario 1: Simple percentage across the board

Rule: All Products Filter: (no filters) Markup: +25% Lead Time: 0 days

Scenario 2: Different markups by vendor

Rule 1: Premium Vendor A Filter: Vendor = Vendor A Markup: +20% (they're competitive) Lead Time: 0 days  Rule 2: Budget Vendor B Filter: Vendor = Vendor B Markup: +30% (lower costs, need more margin) Lead Time: +1 day (slower shipping)  Rule 3: Default Markup (catch-all) Filter: (no filters) Markup: +25% Lead Time: 0 days

Scenario 3: Category-based pricing

Rule 1: High-end Electronics Filter: Category = Electronics > Premium Markup: +15% (price-sensitive buyers) Lead Time: +1 day  Rule 2: Standard Electronics Filter: Category = Electronics > Standard Markup: +25% Lead Time: 0 days  Rule 3: Accessories Filter: Category = Electronics > Accessories Markup: +35% (higher margin on accessories) Lead Time: 0 days

Scenario 4: Seasonal adjustments

Rule 1: Summer Clearance Filter: Tags = "Summer Clearance" Markup: +10% (aggressive pricing to move inventory) Lead Time: 0 days  Rule 2: Limited Edition Products Filter: Tags = "Limited Edition" Markup: +50% (scarcity justifies higher markup) Lead Time: 0 days  Rule 3: Regular Products Filter: (no filters) Markup: +25% Lead Time: 0 days

Common Mistakes to Avoid

  1. Overlapping rules without clear priority

    • ❌ Rule 1: Category = Electronics, Markup +20%

    • ❌ Rule 2: Vendor = Acme, Markup +25%

    • ✅ Put the more specific rule first (Vendor = Acme)

  2. Forgetting to enable rules after creating them

    • ❌ Create rule, leave disabled by accident

    • ✅ Always verify "Enabled" is toggled on

  3. Setting markup too high and losing competitiveness

    • ❌ Markup +50% on commodity items

    • ✅ Research competitor pricing before setting markups

  4. Not adjusting lead times for actual processing time

    • ❌ Set 0 day offset even though you take 2 days to process

    • ✅ Accurately reflect your actual ETA to buyers

  5. Creating too many rules without cleanup

    • ❌ Accumulate 50+ rules over time

    • ✅ Periodically delete unused, disabled, or outdated rules

Common Issues

Issue: Rule doesn't apply to expected products

Symptom: I created a rule but resharing a product doesn't use it.

Possible causes:

  1. Rule is disabled - Check the Enabled toggle

  2. Rule doesn't match the product - Review filter criteria

  3. Another rule matched first - Check rule order (higher rules take priority)

  4. Rule was created after resharing - Rules only apply to new reshares

Solution:

  1. Enable the rule if it's disabled

  2. Edit the rule and verify all filters match your test product

  3. Reorder rules if a more specific rule should match instead

  4. Delete and recreate the product reshare to apply the rule

Issue: Markup amounts seem wrong

Symptom: Reshared price is higher or lower than expected.

Debug steps:

  1. Check if the rule matched (look at product details when resharing)

  2. Verify markup type (percentage vs. absolute)

  3. Calculate expected price manually:

    • Percentage: Vendor Price × (1 + Markup%)

    • Absolute: Vendor Price + Markup$

  4. Check if other systems are also applying markups (e.g., pricelist overrides)

Solution:

  1. If calculation is correct, the rule is working as intended

  2. Adjust markup value if the percentage/absolute amount is incorrect

  3. Verify no other system is overriding the reshare price

Issue: Can't find the right category for a filter

Symptom: I'm looking for a category but can't find it in the tree.

Solution:

  1. Try searching instead of browsing (type partial names)

  2. Categories are hierarchical - expand parent categories first

  3. Some products may not be categorized in the exact category you expect

  4. Contact support if a critical category appears to be missing

Issue: Too many rules, hard to manage

Symptom: I have 30+ rules and it's becoming confusing.

Solution:

  1. Delete obsolete rules - Remove old seasonal rules you no longer use

  2. Consolidate similar rules - If you have three vendor rules with identical settings, consider combining them into one rule with multiple vendors

  3. Document your rules - Add clear names and keep notes about strategy

  4. Archive old rules - Disable rules you might need later instead of deleting them

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