Add pricing adjustment to a quote line item

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add pricing adjustments to quote line items after the line item is created. Pricing adjustments can help support agents as they work through the quote building process.

    Before you begin

    Role required: sales_agent

    About this task

    Agents can make pricing adjustments for quote line items as a way to incentive customers during the quote process. Sales agents have the following price adjustment options:

    Table 1. Pricing adjustment types
    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

    1. In the CSM Configurable Workspace, select the List view.
    2. Select Quotes > All.
    3. Select the quote line item for a pricing adjustment.
    4. In the adjustment dialog, use the Adjustment type menu to select an adjustment type.
    5. Enter an adjustment value in the Adjustment value.
    6. Add a description of the price adjustment.
    7. Select Save.