Overview:
When an associate overrides a system-generated price or cost, a pop-up prompts them to select a reason code from a configurable list. The Reason Code feature requires associates to provide a justification when manually changing a product's price, cost, or margin within a CRM quote. The selected reason can be applied to one line item or all lines in the quote.
Note: Reason codes are only required when a user manually changes pricing or cost value.
Process:
Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates and open it.
Within Xvantage for Associates, hover over the left navigation menu and click Sales.
From the Sales sub-menu, select CRM.
When bulk uploading items to your quote within the Product Import tab, you’re able to change the Quote Price directly from that screen.
In the sample screenshot, the price is adjusted from $200 to $300. Once these products are added to the quote, there is a need to provide a reason code, otherwise the quote will not be activated.
Under the Quote Price for the new line items, notice there is a warning icon explaining the need to add the reason code. To fix this, click the warning icon, choose your reason for cost change, and save.
