Use this article when a customer asks for a one-off concession or a round-number quote and you need to change this one quote's total without touching pricing setup. After this you will have a quote whose total matches the agreed number, with a stored reason that finance and sales can read later.
Steps
1. Open Manually adjust price
On the quote you want to change, open the totals bar at the bottom of the estimate and select the price-adjustment control. The Manually adjust price dialog opens and shows the Original estimate: value calculated from setup.
Read the Original estimate: value before making any change — it is the only place that still shows the automated total once the adjustment is applied.
2. Choose an Adjustment type
Select one of the three options for Adjustment type. The dialog labels each one and the field below it changes to match.
Set to — the new total is exactly the number you enter. Use this when the customer has named a target number ("we can do this at €475") and you do not need to show a discount amount.
Add — the Amount you enter is added to the original estimate. Use this for surcharges or for a fixed handling fee on top of the calculated price.
Reduce — the Amount you enter is subtracted from the original estimate. Use this for a flat-currency discount. The amount cannot exceed the original total — if it does, the dialog returns the error Reduction cannot exceed total estimate value.
Currency in all three fields follows the quote's own currency. There is no percentage option on this dialog — percentage rebates are a separate control covered in How rebates work in a GelatoConnect Estimator quote.
3. Enter Amount and Reason
Fill Amount with the target total (for Set to) or the delta (for Add / Reduce). Then fill Reason (mandatory) — a free-text note that stays attached to the quote.
Write the Reason for adjustment so finance or another estimator can recognise the deal three months later. Useful examples: Match approved price on PO 4421, Loyalty concession, Q2 reprint pipeline, Round-down to match competitor on RFQ 88. The reason is the audit trail today; a dedicated change log is not shipped yet, so a vague reason like "discount" is the difference between a defensible deal and an unexplained one.
4. Apply changes
Select Apply changes to save the adjustment to the quote. The dialog closes and the quote totals refresh. The Total estimate line on the totals bar shows the new number; the price breakdown tags the line as a manual adjustment with your reason attached; the headline pricing-model line — VA percentage, VA per press hour, or Gross profit percentage, whichever this product category uses — recalculates against the new total so you can see how the concession moved the margin.
To clear the adjustment later, open the same dialog and select Remove adjustment. The quote returns to its calculated total and the headline pricing-model line returns to its automated value.
Things to know
Reason (mandatory) is not optional. Apply changes stays disabled until both Amount and Reason are filled. If you change your mind partway through, close the dialog without saving — leaving fields blank does not stage the adjustment.
Set rebate % lives in the same dialog family but is a separate control covered in the rebates cluster. To raise margin via a percentage rather than a currency amount, use Override the rebate on a single quote instead.
The adjustment is scoped to this quote only. Pricing rules, customer markups, substrate prices, and machine rates are untouched. The next quote starts from the same automated baseline. For a permanent margin change, edit setup directly — see Set up pricing rules.
Cost-bucket markups are a different layer. If you want to move only the substrate or labor markup rather than the overall total, use the price-breakdown adjustment instead — see Adjust markups in the price breakdown.