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.

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