Scope
This reference describes the rebate-related controls on the quote totals panel and the rebate captions that appear on the price breakdown. It does not cover how the rebate percentage on a customer record is set (that lives in the customer-management workflow) or how rebates feed downstream finance reconciliation (covered by the MIS export documentation).
Quote-totals controls related to rebates
Control | What it does | When to change this | What depends on it |
Manually adjust price | Opens the adjustment dialog showing Original estimate: and the rebate state. | When you need to apply, change, or remove a per-quote rebate override. | The rebate caption on the price breakdown, the final price the customer pays, and the rebate value exported to finance. |
Adjustment type (rebate-percentage option) | Selects the rebate-percentage type so the Amount field is interpreted as a percentage of the base price. | When the override is a percentage rebate, not a currency adjustment. | The rebate gross-up math runs only when this type is selected; the other adjustment types act on currency totals, not rebates. |
Amount (when type is rebate-percentage) | Carries the override percentage. | Set to the new rebate percentage for the quote. Stays below 100 so the gross-up formula returns a real number. | The applied rebate value, the final price the customer pays, and the captioned rebate line on the price breakdown. |
Reason (mandatory) | Records why the override exists. | Always — there is no approval workflow, so the reason field is the audit trail. | Internal review surfaces — finance, sales, and the next estimator on this quote all read this field. |
Apply changes | Saves the override and triggers a recalculation of the totals and breakdown. | After entering the percentage and reason. | The rebate caption updates, the final price updates, and the override flows to the quote letter and MIS export. |
Remove adjustment | Clears the override and reverts the quote to the customer's standing rebate. | When the per-quote override should no longer apply. | The rebate caption falls back to "X% (customer default)" or disappears entirely if the customer has no standing rebate. |
Rebate captions on the price breakdown
Caption | What it means | When you'll see it |
| The standing rebate from the customer record is the only rebate on the quote — no override is active. | Whenever the customer has a standing rebate configured and the estimator has not applied an override. |
| The override on this quote is 15%; the bracketed value is the customer's current standing rebate, read live for comparison. | After Apply changes with a rebate-percentage override on a customer who has a standing rebate. |
| An override is active on a quote whose customer has no standing rebate. The bracketed default disappears because there is nothing to compare against. | After Apply changes with a rebate-percentage override on a customer with no standing rebate configured. |
(no rebate row) | The customer has no standing rebate and no override has been applied. | New quotes for customers without a standing rebate; quotes where the override was just removed. |
Rebate math — what the calculator returns
The rebate-calculator acceptance test in the JBW backend defines the canonical math:
Inputs | Final price | Rebate value | When this is the expected output |
Base price €100, rebate percentage 10% | €111.11 | €11.11 | A base-€100 quote on a customer with a 10% standing rebate (no override). |
Base price €200, rebate percentage 10% | €222.22 | €22.22 | A base-€200 quote on a customer with a 10% standing rebate (no override). The formula is final = base / (1 − rebate%), so the rebate value scales linearly with base. |
Base price €100, rebate percentage 0% | €100.00 | (no rebate value) | The customer has no standing rebate and no override; the final price equals the base. |
Base price €100, rebate percentage 15% (override on a 10%-default customer) | €117.65 | €17.65 | An override raises the gross-up; the bracketed default still reads 10% because the customer record is unchanged. |
These values come from the rebate-calculator's successful rebate application expectations cited in the evidence packet — every quote runs the same math.
Permissions and audit
Surface | Who can act | What the audit trail is |
Apply or change a rebate override on a quote | Any user with quote-edit permission | Reason (mandatory) on the adjustment, plus the timestamp of the change stored on the quote. |
Remove a rebate override | Any user with quote-edit permission | The override and its reason are removed from the active state. Historical exports already sent are unchanged. |
Change a customer's standing rebate | Customer-record edit permission (separate from quote-edit) | Audited via the customer-record history; not visible on the quote itself. |
Distinguish an override from a standing rebate in the MIS export | Finance reading the export | The price-adjustment type on the quote indicates a rebate-percentage adjustment; the rebate value alone does not distinguish the two. |