Use this article when an estimator needs to apply a one-off rebate percentage to one quote — for example, when sales agreed a volume concession for a single order, or a goodwill rebate on a reprint. After this you will have set the override on the quote, confirmed the gross-up math on the price breakdown, and left the customer's standing rebate untouched.
Before you begin
The quote is open and editable.
You can read the customer's standing rebate (if any) on the price breakdown before you start. The override either replaces a standing rebate or adds one to a quote that did not have one.
Steps
1. Open Manually adjust price
On the open quote, click the price-adjustment control in the totals panel. The Manually adjust price dialog opens.
The dialog header shows the current state of the quote:
Original estimate: the calculated total before any adjustment.
The rebate line below the total, which reads the customer's standing rebate (for example, "Rebate 5% (customer default)") or shows no rebate row if the customer record has none.
2. Choose the rebate-percentage adjustment type
In the Adjustment type dropdown, pick the option that sets a rebate percentage on the quote. The Amount field switches its unit suffix from currency to a percentage and pre-fills with the rebate already on the quote — the customer's standing rebate, or an earlier override if one is already saved.
3. Enter the new percentage
Type the new rebate percentage. Realistic values are between 0 and just-under-100. The math grosses the quoted price UP so the customer's final price equals base / (1 − rebate%), so values at or above 100 break the calculation — the live preview block disappears when this happens. Treat the missing preview as the signal to bring the value back below 100.
As soon as you type a valid value, the After change preview block appears with the new total, the new rebate value, and a signed Change row (positive when the override raises the total, negative when it lowers it relative to the previous rebate state).
4. Add a reason and apply
Fill in Reason (mandatory) with something specific the rest of the team can read months later. Realistic reasons:
Volume concession for PO 4421 — approved by sales lead on 2026-05-20
Reprint after press damage on order 7820 — see job-ticket notes
One-off discount to close Q2 deal, approved by Mark
Click Apply changes. The dialog closes. The total on the quote header updates immediately and the rebate line on the price breakdown shows your override caption (for example, "15% (override · default 5%)").
5. Confirm the gross-up math
Click See price breakdown. Read the rebate line and the final price. The rebate value should equal base × pct / (1 − pct). For a 10% override on a €100 base, that is €11.11 and a final price of €111.11. For a 10% override on a €200 base, that is €22.22 and a final price of €222.22. The customer pays the final price; the rebate value is the amount the shop owes back as the rebate payout.
The customer record stays unchanged — the override applies to this quote only.
A worked example
Northgate Press' estimator opens a calculated quote whose Original estimate: reads €100.00 for a volume customer who has a 10% standing rebate. Sales has agreed a one-off concession lifting the rebate to 15% for this order only.
The estimator opens Manually adjust price, picks the rebate- percentage adjustment type, enters 15, writes the reason "Volume concession on PO 5587 — approved by sales lead 2026-05-22", and clicks Apply changes.
The price breakdown's rebate line now reads "15% (override · default 10%)" and the final price is €117.65 (€100 / 0.85). The €100 standing- rebate gross-up referenced in the JBW rebate-calculator test would have returned €111.11 for the same base; the new override returns €117.65 because the higher rebate raises the gross-up further. The customer record still shows the 10% standing rebate.
Things to know
The bracketed default is live, your override is fixed. Your override percentage stays on the quote. The bracketed standing-rebate value (
default 10%) is read from the customer record each time the quote is opened, so finance updating the customer's standing rebate later will change what the bracket displays without touching your override. Capture the standing rebate at the time of the quote in Reason (mandatory) if the historical value matters.No approval workflow today. Any user who can edit a quote can apply or change a rebate override. Reason (mandatory) is the audit substitute — keep it specific.
The override flows everywhere the total flows. The price breakdown, the quote letter PDF, and the finance / MIS export all show the override value. To distinguish a standing rebate from an override in the export, finance can read the price-adjustment type recorded on the quote rather than the rebate value itself.