Sales & Quotations
Apply a pricelist or discount
What this does
Applies the customer's agreed pricing to the whole order, and gives you a controlled way to discount without editing unit prices by hand.
Steps
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01
Open the quotation and check the Pricelist — it comes from the customer's contact record.
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02
Change it only if this order is genuinely on different terms. Confirm the re-pricing when asked.
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03
To discount a line, use the Discount column rather than overwriting the unit price.
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04
Reveal the column from the (adjust) icon at the right of the line header if it is hidden.
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05
Check the totals, then save.
Why the discount column, not the price
Both produce the same total, and only one leaves evidence:
- A discount keeps the list price visible next to it, so margin reporting can see what was given away.
- An overwritten unit price looks like the list price. Nobody can tell later whether it was a discount, a mis-key, or a special rate.
Important
On a fabricated line the unit price comes from the price engine — it is calculated from the profiles, glass and hardware in the design. Overwriting it detaches the price from the specification, so a later design change silently stops updating the money.
Common mistakes
- Changing the pricelist late in a long quotation and not re-checking the lines that were manually adjusted.
- Discounting the order to a round number by editing prices, leaving no record of the concession.
- Assuming a pricelist covers fabricated lines the way it covers catalogue products — the engine prices the design first, then the pricelist applies.
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