View manual pricing adjustments

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

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