Using the Margin Calculation in the Sales Quote Editor
When creating sales quotes, there are two methods to calculate a margin:
1. (default) assigned and calculated for an entire price table
2. assigned and calculated on a line-by-line method in a price table
By default discounts, margins and markups, are applied to an entire price table. To switch to the method of allowing Sales Consultants to apply Margins, Markup's, and Discount for specific line items, follow these steps:
On the Sales Quote Dashboard, click on the Configuration menu and select the Settings menu option, as shown below.