"Price Adjustment" is a discount or an upcharge that you can apply to the total product value, total labor value, or total value of the opportunity.
When you are ready to finalize the quote, you can update or add adjustments to the quote.
Update adjustments
All adjustments set to be auto-applied under "Settings > Catalog > Adjustments" will be applied to the total product value in the quote.
You can change this to apply them to labor or the total value of the opportunity. You can change the percentage and tax or delete it from the quote.
To update an adjustment:
Open your quote and click the "Review" tab on the left-hand menu.
Click the "Pencil" icon for adjustment. This will open the "Applied Adjustments" modal, and the auto-applied adjustment(s) will be seen here.
Click the 3-dot menu of an auto-applied adjustment and change the scope, percentage, and tax if needed. This won't impact the original adjustment under Settings.
Click "Add adjustment" to add an existing one or a new one to the quote.
In this example, we select an existing adjustment for a 10% discount, increase the discount to 15%, and apply it to the overall opportunity value.
Add new adjustment
If you want to add a unique adjustment to a quote, in the "Applied Adjustments" modal, click "Add adjustment," add a new name for the adjustment, and define it like you would define it in Settings.
Check the "Save for future quotes" checkbox to save the adjustment to the global list of adjustments. This adjustment will now be available in "Settings > Catalog > Adjustments," and you can use it for future quotes.
