View manual pricing adjustments using the Pricing Adjustments tab

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

    Role required: sales agent

    About this task

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

    Procedure

    1. Navigate to the List view Lists tab. and select All Quotes.
    2. Select the quote that you want from the Quote List window.
    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.