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Understanding quotations: managing upfront variable sell price & discounts
Understanding quotations: managing upfront variable sell price & discounts

How to apply a discount to an upfront cost and where else this can be seen

R
Written by Raymond Carrel
Updated over a week ago

Applying a discount to a quotation line

You can add a discount to the upfront price of an item that has been added to a quotation.

Click on the item name.

Enter the discount amount.

The original and discounted price will be shown on the quotation:

Visibility of service upfront cost and discount

Here we can see another discounted line in the finance report (quotation and sales order) as well as profit breakdown and report:

Service upfront cost in price book

The default upfront cost of a service can be set in the price book:

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