Whether you're matching a competitor’s price or bypassing the pricing engine to set a custom sale price for a proposal, the Total Price Adjustment feature gives you the flexibility to do just that.
Note: This is a permission-based feature and can be turned on and off per user by any admin.
How to Use Total Price Adjustment
Once the setting is turned on for your user profile, begin by building a consultation and navigating to the Summary tab. At the bottom of the screen, next to the Present button, you’ll see a new option “Adjust Price and Present”:
Enter your desired sale price in the Target Total Investment field:
After entering your custom price, the system will automatically update the Total Investment, Gross Margin, and Gross Profit. This allows you to verify that your margin targets are still being met:
Use the “Reason for Applying Adjustment” field to document the rationale behind the price change (optional). This information will appear in the inspector for future monitoring and review:
Once satisfied with the adjustments, click Save and Present to proceed!
Note: Adjusting the price overrides the pricing engine’s calculations. As a result, commissions, financing mark-ups, financing mark-down discounts, and percentage-based discounts will not be recalculated when a manual price adjustment is made.
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