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

Before you begin

Role required: sales_agent

About this task

Pricing adjustments for quote line items are a way to incentive customers as they move through 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. Navigate to the List view and select All Quotes.
2. Select the quote line item for a pricing adjustment.
3. In the adjustment dialog, use the Adjustment type menu to select an adjustment type.
4. Enter an adjustment value in the Adjustment value.
5. Add a description of the price adjustment.
6. Select Save.

What to do next

Update product characteristics. See Update product characteristics for more information.