Use this article when the rebate line on a quote looks wrong — wrong percentage, wrong value, missing entirely, or the final price does not match the rebate gross-up math your estimator expects. After this you will have isolated whether the issue is the standing rebate on the customer, an override on the quote, a values-out-of-range input, or a mismatch between the displayed final price and the underlying base.
Symptom table
Symptom | Check (where to look) | Fix (action) | Verify (what you'll see) |
The After change preview block disappears when entering an override | Re-open the Manually adjust price dialog and look at the Amount field. | Bring the percentage back below 100. The formula is final = base / (1 − rebate%); 100% breaks it. | The preview block reappears with a real After change total. |
The rebate line is missing from the price breakdown on a new quote | Open the customer record referenced by the quote and read the standing rebate field. | Either apply a per-quote override via Manually adjust price, or have a user with customer-edit permission set the customer's standing rebate. Recalculate the quote when the source data changes. | The rebate line shows either "X% (customer default)" after the customer record changes, or "X% (override)" after the override applies. |
The bracketed default value changed on an old quote with an override | Open the customer record and confirm the standing rebate value today. | No action — the bracket is intentionally live. If the historical standing rebate matters, read Reason (mandatory) on the override, or capture the historical value somewhere that does not auto-update. | The override percentage on the quote is unchanged; only the bracketed comparison value updated. |
The final price on the quote does not match a competitor spreadsheet's discount math | Open See price breakdown and read the rebate caption and the base price before the rebate is applied. | Use the gross-up math — final = base / (1 − rebate%) — not a flat percentage subtraction. A 10% rebate on €100 base means €111.11 final, not €90. Update the comparison spreadsheet to the gross-up formula or use Estimator's preview as the source of truth. | The Estimator final price equals the gross-up calculation, matching the JBW rebate-calculator expected values. |
The MIS export cannot distinguish an override from a standing rebate | Open the export file and locate the rebate value column and the price-adjustment type column. | Read the price-adjustment type — a rebate-percentage adjustment indicates the quote carries an override. The rebate value alone is the same shape regardless of source. | The override flag is visible in the price-adjustment-type column for any quote where a per-quote override has been applied. |
A quote shows no rebate even though the customer has a standing rebate | Open Manually adjust price and check whether a per-quote override is active. An override of 0% will suppress the standing rebate. | Click Remove adjustment to revert to the customer's standing rebate. Recalculate the quote. | The price breakdown's rebate line returns to "X% (customer default)" reflecting the standing rebate. |
Example 1 — The After change preview disappears at 100%
Northgate Press' estimator is applying a one-off rebate override on a €100 base. They type 100 into Amount. The After change preview block disappears.
Diagnosis: the gross-up formula divides by (1 − rebate%). At 100%, the denominator is zero. The dialog hides the preview rather than display an infinity.
Fix: the estimator changes the value to 95. The preview block returns with a final price of €2,000.00 (€100 / 0.05) and a rebate value of €1,900.00 — math the JBW rebate-calculator test would also return for these inputs.
Verify: the After change preview is back. The estimator revises the override to a realistic value (15 for this concession), sees the final price update to €117.65, writes the reason, and clicks Apply changes.
Example 2 — The bracketed default on an old override changed
Northgate Press' estimator opens a quote saved three months ago. The rebate caption now reads "15% (override · default 12%)" — when the override was applied, the bracket read "default 8%".
Diagnosis: the estimator opens the customer record and confirms finance raised the customer's standing rebate from 8% to 12% last month. The override is still 15%; the bracket reads the standing rebate live each time the quote opens.
Fix: none required from the estimator. The override is doing its job — protecting the 15% concession independent of the customer's standing rebate. The estimator reads Reason (mandatory) on the override and confirms the original concession note still applies.
Verify: the final price still reflects the 15% gross-up (€117.65 on a €100 base — the test scenario shape). The bracketed comparison is the only value that moved.
What if this didn't fix it?
If the rebate value on the quote stays wrong below 100% and you have already eliminated the standing rebate and any override as causes, the math is not running against the inputs you expect. Open a support request with the estimate ID, the base price before rebate, the customer record's standing rebate value, the override state (if any), and what you have already tried. The Gelato team will reproduce the calculation from the same inputs and the JBW rebate-calculator expected values.