Use this article when an estimator needs to revert a one-off rebate override on a quote and let the quote fall back to the customer's standing rebate (or to no rebate at all). After this you will have cleared the override, confirmed the price breakdown reads the standing rebate, and recorded why the override came off if the team needs an audit trail.
Before you begin
The quote has an active rebate override. You can confirm this on the price breakdown — the rebate caption reads "X% (override · default Y%)" or "X% (override)" when the customer has no standing rebate.
Steps
1. Open Manually adjust price on the quote
On the open quote, click the price-adjustment control in the totals panel. The Manually adjust price dialog opens and pre-fills with the override that is currently active: the rebate adjustment type, your override percentage in Amount, and the saved reason text.
2. Click Remove adjustment
Click Remove adjustment in the dialog footer. The dialog closes. The quote recalculates against the customer's standing rebate, or removes the rebate line entirely when the customer record has no standing rebate configured.
3. Confirm the breakdown reflects the standing rebate
Click See price breakdown. Read the rebate line:
When the customer has a standing rebate, the line reads "X% (customer default)" — for example, "10% (customer default)" for the €100 base case in Northgate Press' canonical test scenario. The final price returns to the gross-up of the standing rebate (€111.11 on a €100 base, per the rebate calculator's expected values).
When the customer has no standing rebate, the rebate line disappears from the breakdown and the final price equals the base price.
4. Record the reason if your team needs an audit trail
Removing the override clears the previous reason text. If your team needs the reason for the rebate change to survive on the quote, capture the context in your shop's audit log, MIS notes, or the customer record before you remove the override.
A worked example
Northgate Press' estimator looks at a saved quote whose price breakdown reads "Rebate 15% (override · default 10%)" on a €100 base — a one-off concession applied two weeks ago. The customer has been re-classified out of the volume-discount tier and the standing rebate on the customer record has been raised to 10%, so the override is no longer needed.
The estimator clicks the price-adjustment control. Manually adjust price opens with the rebate type, 15, and the saved reason "Volume concession for PO 4421". The estimator clicks Remove adjustment.
The dialog closes. The price breakdown's rebate line now reads "10% (customer default)", the final price drops from €117.65 back to €111.11, and the rebate value is €11.11 — the standing-rebate values in the JBW rebate-calculator test. The customer record is unchanged.
Things to know
Removing the override does not delete history that has already shipped. Any quote letter PDF or MIS export sent while the override was active still carries the override value. Removing the adjustment only updates the current quote state.
The standing rebate value used after removal is the live customer record value. If finance updated the standing rebate between the day the override was applied and the day you remove it, the recalc uses the new standing value, not the value that existed when the override was originally set.
Removal is reversible. Re-opening Manually adjust price and re-entering the rebate percentage applies a fresh override; the removed one is gone, but you can re-create an equivalent override with a new reason.