Add pricing adjustment to a quote line item
Add pricing adjustments to quote line items after the line item is created.
Antes de Iniciar
Role required: sales_agent
Por Que e Quando Desempenhar Esta Tarefa
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. |
Procedimento
-
In the CSM Configurable Workspace, select the List
view.
- Select .
- 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.