Legacy platform

Performing price adjustments for a quote

Sterling™ Field Sales enables a user to perform line-level and header-level price adjustments for a quote.

Based on the negotiations with a customer, a Field Sales Representative may have to make price adjustments in a quote. Additionally, when performing price adjustments in a quote, a Field Sales Representative may require advice on determining the correct adjustment amount to be applied to a line item. For example, if the discount offered on a particular item is much less than what was provided in quotes on earlier occasions, the Field Sales Representative may want to increase the discount offered on the item in the quote.

Solution

Sterling Field Sales enables a user to perform line-level and header-level price adjustments for a quote.

When adjusting the price for a quote, a user can perform the following tasks:

  • Adjusting Price

Solution for adjusting price

Sterling Field Sales enables a user to perform line-level and header-level price adjustments for a quote using the manual pricing rules that have been configured in Sterling Field Sales. A user can also adjust the price of the components of a bundle item in a quote.

The following types of manual pricing rules can be used to perform adjustments:

  • Combination: Manual pricing rules of this type can be used to perform only header-level price adjustments.
  • Order Total: Manual pricing rules of this type can be used to perform only header-level price adjustments.
  • Item Quantity: Manual pricing rules of this type can be used to perform both line-level and header-level price adjustments.

A user can adjust the price for a single line or multiple lines.

The getApplicablePricingRulesForOrder API is called to retrieve the list of applicable manual pricing rules that can be used to perform price adjustments. The getApplicablePricingRulesForOrder API is called to retrieve the details of the applicable manual pricing rule. The changeOrder API is called to save the changes to the quote.

Implementation

This section explains the configurations for this functionality:

  • You must create the manual pricing rules that you want to use to perform line-level and header-level price adjustments for a quote. For more information about creating a manual pricing rule, refer to the Sterling Business Center pricing administration.
  • You must configure the quote modification rules appropriately to allow users to perform price adjustments to a quote in a particular status.
  • To enable the profit margin to be calculated, you must enable the Inventory Costing Required rule and configure the costing method in the Applications Manager. For more information about defining additional inventory rules, refer to the Defining additional inventory rules.
  • You must configure the customer grades that you want to assign to customers using the Channel Applications Manager.
  • You cannot extend, copy, or modify the embedded reports retrieved from the Business Intelligence data mart.