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Managing Discounts on Quotes
Find out how to manage discount levels on quotes using R Number variables, giving more control over margins and customer pricing.
Video Guide: Managing Discounts on Quotes
This video explains:
R-Numbers
What they are, what the default is, how they can be set, how the parameters/limits are set, and if they can be different for different types of users.
Discounts
What they are, where they are displayed in the quote matrix and quote list;, and what margin, discount and OA discount are.
New Updates
When quote R-Number is added to the quote level variables, limits or reminders can be set that particular R-Number should be used. For example, the default is R1000 but in busy times the number should be set to R1100. This includes OA. It can be set as an error and downgraded at other times to warning.