|
|
|
Users can apply their discount and Margin from the header for the selected lines in Pricing Screen.
1. Login into COMPAS Go with valid credentials
2. Create a new quote and add line items or open an existing quote with line items.
Create new quote - .png)
Open existing quote - .png){kind=small}
3. Make the quote as editing as .png){kind=small}
4. Navigate to the quote details and add the line items, then navigate to the price page as shown below.
.png)
5. Enter the required discount and select the line items that need discounts. Click on the "Apply discount" button or "Apply Customer Margin" button
.png)
6. You can see the discounts are applied to the selected line items.
.png)
Also, the discounts and margin can be applied on the required line item directly.