Add pricing adjustment to a quote line item
Add pricing adjustments to quote line items after the line item is created.
Before you begin
Role required: sales_agent
About this task
You can make the following types of pricing adjustments for quote line items as a way to incentivize customers during the quote process.
| Adjustment type | Description |
|---|---|
| Markdown % | Percentage for a markdown in price. |
| Markdown amount | A dollar amount of a markdown in price. |
| Markup % | Percentage for the markup in price. |
| Markup amount | A dollar amount for a markup in price. |
| Price Override | Overrides the product price with a new price. |
Procedure
In the CSM Configurable Workspace, select the List view.
Select Quotes > All.
In the Line items tab, select the quote line item for a pricing adjustment.
In the adjustment dialog, use the Adjustment type menu to select an adjustment type.
Enter an adjustment value in the Adjustment value.
Add a description of the price adjustment.
Select Save.
Parent Topic:Using Quote Management