Disabling Discounting in Sales Quotes

It may be a requirement for some administrators of QuoteCloud to prevent Sales Consultants from applying discounts.

Please note, although this feature will prevent a Sales Consultant from applying a negative line item, accessing the discount rules drop-down, or reducing the price of a product; it does not prevent a Sales Consultant from creating custom price lines and giving the impression of a discount by setting their own custom price.

In the Sales Quote Dashboard, click on the Configuration Menu and select Manage Users & Roles to restrict discounting.

Sales Quote and Sales Proposal Software - Disabling Discounting in Sales Quotes - illustration 1

Click on the Roles tab.

Click on the Edit button next to the role you want to adjust.

Sales Quote and Sales Proposal Software - Disabling Discounting in Sales Quotes - illustration 2

Click on the Pricing tab to find the restriction for users discounts (see below).

Switch-off the option Allow access to the Pricing Discounts Configuration set-up

Click on Save.

Sales Quote and Sales Proposal Software - Disabling Discounting in Sales Quotes - illustration 3

Related User Guide Topics

What Are Profit Margins & Discounts Used For?

29 Oct 2019

The margin is the profit (or markup) that a company earns from a sale. A discount is an acceptable amount which can be deducted from a product price.

Creating Profit Margin Rules

29 Oct 2019

QuoteCloud makes it easy to setup a company wide margin which can be dynamically included in any sales quote. Learn how this is done.

Disabling Discounting in Sales Quotes

29 Oct 2019

It maybe a requirement for some administrators of QuoteCloud to prevent Sales Consultants from applying discounts.

Creating Automatic Sales Quote Discounts

29 Oct 2019

This controller will allow you to set system-wide discounts, and if needed set thresholds that will automatically trigger discounts for your sales quotes.