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.
By modifying the Quote Price, a Reason Code popup will now appear, allowing you to choose a reason code from the dropdown list.
Either apply to one product, or click Apply to All Lines if the same reason should be used for future overrides within the quote.
Click save.
If you hover over the Audit icon next to the Quote Price you just changed, a popup will appear showing the new price, original price, and override reason.
