Open the Quote
Fill in the quote information.
Click Save and Get Prices to go to the pricing page.
Access Proposal Mode
Click the three dots (…) at the top-right, next to the Save button.
Proposal mode will open, showing the Manager’s Discount field.
Check Role Permissions
Only the Sales Manager, Company Admin, or Super Admin can apply the Manager’s Discount.
If you have any of these roles, you can add the discount to any quote.
Enable the Manager’s Discount
Check the box next to Manager’s Discount.
The box will turn green with a white checkmark.
Enter Discount Value
Below the Manager’s Discount field, a textbox will appear.
Choose either Percentage (%) or Amount ($) from the dropdown.
Enter the desired value.
Use the up/down arrows to increase or decrease the percentage or amount by 0.01.
Apply the Discount
Click the Apply button.
The applied percentage (even when you enter an amount, it will automatically be converted into a percentage) will appear next to the Manager’s Discount field.
Editing the Discount
Click the percentage next to the Manager’s Discount.
A textbox will open where you can adjust the amount or percentage you previously entered.
Make your changes and click Update.
The pricing will be deducted to reflect the applied discount.
Save Your Changes
Click Save at the top-right.
Note: Once applied, the discount is visible to salespersons but is greyed out, and they cannot edit it.
