Line Item Calculator

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The calculator icon near the price field on a line item within a quote launches the Line Item Calculator. Pricing adjustments to the Unit Price of that line can be done by selecting both a rate and a method by which to adjust the customer price being edited.

The following keyboard shortcuts are available on this screen:

• Press ‘D’ to change the method to ‘Discount (off-list)’
• Press ‘M’ to change the method to ‘Margin’
• Press ‘K’ to change the method to ‘Markup’
• Press ‘S’ to change the method to ‘Sell At’
• Press ‘A’ to change the method to ‘Add or Subtract X dollars’

Once the new rate and method have been established, click the ‘Update Price’ link to save the new pricing calculation and return it to the active quote.

If you have any further questions, please let us know in the comments area below.  

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