View and update manual pricing adjustments in quotes

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Use the Pricing Adjustments tab in Quote Management to view and update manual pricing adjustments made to order line items in your quote.

    Antes de Iniciar

    Role required: sales agent

    Por Que e Quando Desempenhar Esta Tarefa

    To create a pricing adjustment, see Add pricing adjustment to a quote line item.

    Procedimento

    1. In the CSM Configurable Workspace, select the List view.
    2. Select Quotes > All and select the quote that want to work with.
    3. Select the Pricing Adjustment tab.
    4. Select the price adjustment line item that you want to update.
    5. Make the pricing adjustment.
    6. Select Save.
      The pricing adjustment is updated and reflected on the overall quote pricing field.