Overview:
Price and cost override tracking is now available in CRM, providing greater visibility into pricing changes made at the quote-line level. 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.
Within a quote in CRM, navigate to the Products tab.
Within the Products tab of your quote, edit a price in the Cost field.
The same Reason Code popup will appear, allowing you to choose a reason code from the list.
Click save and the change is complete.
