Applying Pricing Quotes

Apply a pricing quote to quickly override a sales order's prices with special preset pricing for a product or group of products.

Pricing quotes are set up to give certain industries or customer types special pricing for a limited time. For more information, see Quote Pricing Overview.

Pricing quotes are good for any of the following:

Applying Quotes

When you apply a pricing quote, the system checks each product on the order. The quote pricing is applied to any applicable products.

To apply a pricing quote:

  1. Create or open a sales order and display the Body screen.

  2. Use the Pricing hot key, which opens the Pricing Override screen.

  3. In the Quote field, press F10 and specify which pricing quote to apply.

  4. Press Esc to return to the Body screen.

Verifying Quotes

Once you have applied a pricing quote, you can change screen views to verify that the special pricing was used.

To verify a pricing quote:

  1. Create or open a sales order and display the Body screen.

  2. Use the View hot key.

  3. Select a screen view that shows pricing information. For example, choose one of the following screen views:

  1. Verify that the special pricing quote was applied by examining line item pricing.

See Also:

Changing Prices Using a Price/Cost Override

Changing Sales Order Prices