Add pricing adjustment to a quote line item

Add pricing adjustments to quote line items after the line item is created.

Before you begin

Role required: sales_agent

About this task

You can make the following types of pricing adjustments for quote line items as a way to incentivize customers during the quote process.

Table 1. Types of pricing adjustments

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. In the CSM Configurable Workspace, select the List view.
2. Select Quotes > All.
3. In the Line items tab, select the quote line item for a pricing adjustment.
4. In the adjustment dialog, use the Adjustment type menu to select an adjustment type.
5. Enter an adjustment value in the Adjustment value.
6. Add a description of the price adjustment.
7. Select Save.