Use this article when you need to change one quote's selling price without editing the global pricing setup that drives every other quote. After this you will know which adjustment tool to reach for, how each one moves the total and the headline pricing model numbers, and when a quote-level adjustment is the wrong fix.
What a manual price adjustment is
A manual price adjustment is a one-quote change to the price GelatoConnect Estimator calculated from your pricing setup. It applies only to the quote you are viewing — pricing rules, customer markups, substrate prices, and machine rates are all untouched. The next quote starts from the same automated baseline as before.
There are two adjustment layers on a single quote, and they live in different places in the product:
Layer | Where it lives | Best for |
Quote total adjustment | Manually adjust price on the totals bar | Setting an exact total, adding a flat amount, or reducing by a currency amount |
Bucket markups | See price breakdown → View and edit | Changing only substrate, labor, machine, or other cost-bucket markups |
Both layers carry forward to the quote letter and to any downstream MIS export. Rebate percentages are a separate control in the same dialog family — see How rebates work in a GelatoConnect Estimator quote.
A worked example
Northgate Press quotes a stitched book for a long-standing customer. The category is Stitched Book, the press is the XL105, the cover is Silk 100gsm SRA1, and Estimator's automated total comes back at €500.00. The shop wants to land the deal at €475.00 — a one-off concession, not a new policy.
The estimator opens Manually adjust price on the totals bar and chooses one of three Adjustment type options:
Set to €475.00 — the new quote total is exactly €475.00.
Add €5.00 — the new quote total is €505.00 (€500.00 + €5.00).
Reduce €25.00 — the new quote total is €475.00 (€500.00 − €25.00).
For this deal, Set to €475.00 is the cleanest choice — the shop knows the target number and types it directly. The estimator enters a short Reason for adjustment ("loyalty concession, Q2 reprint pipeline") and saves. The quote now shows €475.00; the price breakdown keeps the original buckets but tags the line as manually adjusted, and the headline pricing model line (VA percentage, VA per press hour, or Gross profit percentage — whichever the Stitched Book category uses) recalculates against the new total. Reason for adjustment is mandatory: every adjustment carries the operator's note as the audit trail until a dedicated change log ships.
These numbers and behaviours come from the JBW quote-adjustment entity and the price-adjustment-model calculator (cited in the evidence packet). The same three options, the same mandatory reason, and the same recalculation against the new total apply to every quote.
What this affects
Quote total and quote letter — the adjusted price is what the customer sees on the quote and on the PDF.
Headline pricing model number — VA percentage, VA per press hour, or Gross profit percentage is recalculated against the new total, so the estimator can see how far the concession has moved the margin.
MIS/finance export — the adjusted total flows through to any downstream export. Reporting sees the new number, not the original.
Audit signal in the price breakdown — the breakdown shows the line as manually adjusted, with the operator's reason attached.
What this does not affect
Pricing setup — pricing rules, category markups, customer markups, substrate prices, and machine rates are unchanged. The next quote starts from the original automated baseline.
Cost buckets in the breakdown — Substrate, Other Material, Labor, Machine, Outwork, and Delivery still reflect the underlying step costs. A quote-total adjustment moves the headline number; it does not rewrite the bucket costs.
Rebate percentage — rebate is a separate gross-up control. A quote-total adjustment does not change the rebate percentage; the rebate is recomputed against the adjusted total.
Other quotes for the same customer — the adjustment is scoped to this quote only. For a permanent margin change, use customer pricing or pricing rules in setup.
When a manual adjustment is the wrong fix
Situation | Use this instead |
Permanent margin change for a customer | Customer pricing or pricing rules in Estimate Setup |
The base substrate or machine cost is wrong | Substrates or print machines setup |
An add-on cost formula is wrong | |
Margin needs to move on every quote in a category | Pricing setup and pricing rules |