Adjusting the quote price

You can perform header-level pricing adjustments for a quote. For example, as part of the holiday season sale, you may want to offer a flat discount of $1,000 on a quote.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Details screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
5. The Quote Details screen is displayed with the Products tab highlighted. Click Adjust Price icon.
6. The Adjust Price dialog box displays the list of manual pricing rules, if any, applied to the quote.
   Note: If a manual pricing rule has not been applied to the quote, the Problem Line icon is displayed under the corresponding Rule ID column. When you move the pointer over this icon, the reason for the adjustments not being applied is displayed.

   Perform the following tasks:

   • To add a different pricing rule, select the manual pricing rule from the Adjustment drop-down list and click Add. The pricing rule is displayed in the list of pricing rules. In the box under the Adjustment column, enter the absolute adjustment or percentage adjustment to be applied under the pricing rule.
     Note: You can add a manual pricing rule only once.
   • To delete a pricing rule from the list of pricing rules, click the Delete icon adjacent to the corresponding pricing rule.
   • To modify the adjustment that is to be applied under a pricing rule, enter the appropriate absolute adjustment or percentage adjustment in the corresponding box under the Adjustment column.
7. Click Save.