Using the Dynamic Pricing Tool

In this article, we will show you how to use the Dynamic Pricing tool.

The Dynamic Pricing tool provides you with the ability to adjust the entire value of the quote. Whether it is to round off the price to the nearest dollar or to apply a coupon discount, the Dynamic Pricing tool is the way to go.

 

Using the Dynamic Pricing tool to adjust the price of your quote, follow these steps:

  1. Open your quotation
  2. Ensure the quotation is in DRAFT status
    draft status
  3. Click on the TOTAL VALUE of the quote on the bottom right hand corner
    click on total price
  4. Adjust as required using the Percentage Scroll Bar or the dollar adjustment field
    adjust percentage or enter figure 
    1. Please remember that if you are discounting, you must put a - in front of the number.
  5. Enter the note you would like to appear on the quotation
    notes
  6. Click Continue
    press continue

 

How to apply a coupon.

Using the Dynamic Pricing tool to apply a coupon, follow these steps:

  1. Open your quotation
  2. Ensure the quotation is in DRAFT status
    draft status
  3. Click on the TOTAL VALUE of the quote on the bottom right hand corner
    click on total price
  4. Select the Coupon you'd like to apply to your quotation
    click a coupon
  5. Click Continue
    press continue for coupon
  6. See coupon note attached to quotation
    noteappliedonquote

 

You'll need to create coupons in order for your team to apply them on the quotations.

See our 'Create Coupon Guide' here.