Add a header discount to a quote

Apply a percentage-based discount to the entire quote, or to a selected type of line items within the quote. The quote line items automatically inherit the designated discount percentage as a manual adjustment on the quote line level.

Before you begin

Role required: Sales Agent [sn_sales_common.sales_agent]

Procedure

1. In the Configurable Workspace, select the List view.
2. Navigate to Quotes > All.
3. Select your quote.
4. In the Line Items tab, select the More Actions menu at the header level.
5. Select Apply bulk discount.
6. In the Quote bulk discount dialog, choose either Override current line-level manual adjustments or Retain current adjustments and apply for all other line items, and enter the quote header discount percentage.
7. Select Apply.