How to manage discount levels on quotes using R Number variables—giving you more control over your margins and customer pricing.
Video explains;
How to manage discount levels on quotes using R Number variables—giving you more control over your margins and customer pricing.
- What are R -Numbers. What is the Default | How can they be set | How are the parameters/ limits are set. Can they be different for different types of users
- What are discounts
- Where are they displayed.
- Quote Matrix
- Quote List (Margin, Discount ,OA discount)- What are these
New Updates- Quote R number added to the quote level variables.
This allows us to set limits or reminders that particular R Number should be used. EG
The default is R1000 but in busy times the Number should be set to R1100.This includes OA. Can be set as an Error and downgraded at other times to warning