Use this reference when you are working on a quote and want to know which control on which dialog drives which part of the adjusted total, when to change it, and what downstream output moves when you do. This article covers the Manually adjust price dialog on the totals bar and the markup section of the View and edit pricing view that opens from See price breakdown. Pricing setup, customer markups, and rebate handling are covered in their own clusters and are not in scope here.
Manually adjust price dialog — fields
The fields below are the controls on the quote-level adjustment dialog. Every field is mandatory before Apply changes can save.
Field | What it controls | When to change this | What depends on it |
Manually adjust price | The dialog itself — the entry point from the quote totals bar that opens the quote-level adjustment control. There is no editable value on the title; the title is the trigger. | When the calculated total needs a one-off change for this quote only. Open it whenever you would otherwise edit setup just to change one quote — that is the wrong fix. | The quote-level adjustment record is written when Apply changes is selected; the record drives the Total estimate line, the headline pricing-model line, the price breakdown adjustment tag, and the export total. |
Original estimate: | Read-only display of the automated total the dialog opened against. The value is the calculated price before any quote-level adjustment is applied. | Never editable. Treat it as the reference value; it disappears from the quote totals once the adjustment is applied, so note it before you save if you want to record the original later. | The Add and Reduce calculations both run against this value at save time. Set to ignores it (the new total is whatever you typed). |
Adjustment type | The mode of the adjustment — Set to, Add, or Reduce. Selecting a mode changes the meaning of the Amount field below. | When the customer has named a target total, choose Set to. When the change is a flat surcharge or fee on top of the calculated price, choose Add. When the change is a flat-currency discount, choose Reduce. | Whether Amount is interpreted as a target value (Set to) or as a delta (Add / Reduce). |
Set to | The Adjustment type option where the new total is exactly the Amount entered, regardless of the original estimate. | When the customer has named the target number — "we can do this at €475" — and the deal should not show a discount amount, only a final price. | The Total estimate is set to the Amount value. The headline pricing-model line is recalculated against the new total. |
Add | The Adjustment type option where the Amount is added to the original estimate. | When the change is a surcharge or a flat handling fee — a rush-job surcharge, a small-quantity handling fee, an agreed add-on. | The Total estimate becomes (original estimate + Amount). The headline pricing-model line is recalculated against the new total. |
Reduce | The Adjustment type option where the Amount is subtracted from the original estimate. | When the change is a flat-currency discount the customer should see as a discount amount — a loyalty concession, a competitor-match credit. | The Total estimate becomes (original estimate − Amount). The headline pricing-model line is recalculated against the new total. |
Amount | The currency value of the adjustment, in the quote's own currency. Interpretation depends on the selected Adjustment type. For Reduce, the value cannot exceed the original estimate — if it does, the dialog returns the error Reduction cannot exceed total estimate value. | Fill whenever you have selected an Adjustment type. Keep the value in the quote currency — the dialog does not convert. | The arithmetic that produces the new Total estimate, and downstream the headline pricing-model recalculation. |
Reason (mandatory) | Free-text note that records why the adjustment was made. Required before Apply changes is enabled. | Always — the field is required. Write a reason finance or another estimator can recognise later — for example "Match approved price on PO 4421" or "Loyalty concession, Q2 reprint pipeline". Avoid one-word reasons like "discount". | The reason is stored on the quote and is the primary audit trail for the adjustment. It is also surfaced as Reason for adjustment on the price breakdown's adjustment row. |
Apply changes | Saves the adjustment to the quote. Disabled until Amount and Reason (mandatory) are both filled. | When the Amount and Reason (mandatory) are correct and the deal is ready to be committed at the new total. | The quote's saved Total estimate, the price breakdown adjustment tag, the headline pricing-model line, and any downstream export of this quote. |
Remove adjustment | Clears a previously saved quote-level adjustment and returns the quote to its calculated total. | When the deal changes after save — for example the customer agrees to the original price after all — or when the adjustment was applied to the wrong quote. | Restores the calculated total and the rule-derived headline pricing-model value. |
Cost-bucket markup section — fields
The fields below are the cost-bucket markup controls inside the pricing-and-imposition view that opens from See price breakdown → View and edit. Cost values are read-only on this view; only the markup percentage is editable per bucket.
Field | What it controls | When to change this | What depends on it |
Substrate | The markup percentage applied to paper or board base cost on this option of this quote. | When the substrate cost is already high and you do not want to compound it (lower the markup), or when the perceived value sits in the material on speciality stock (raise the markup). Do not use this to compensate for a wrong base cost — fix the substrate price in setup instead. | The substrate line in the price breakdown, the option total, the Total estimate, and the headline pricing-model line. |
Other Material | The markup percentage applied to inks, consumables, and similar non-substrate materials on this option. | When a specific consumable is driving cost (UV varnish, foil) and the customer should see that cost reflected in the option margin. | The other-material line in the breakdown, the option total, the Total estimate, and the headline pricing-model line. |
Labor | The markup percentage applied to setup and run labor on this option. | On rush jobs, on jobs with unusual operator demands, or on small runs where labor dominates the cost mix. | The labor lines in the breakdown, the option total, the Total estimate, and the headline pricing-model line. |
Machine | The markup percentage applied to press and equipment time on this option. | On high-demand presses to recover capacity cost (raise); to fill a quiet press at the margin (lower). | The machine lines in the breakdown, the option total, the Total estimate, and the headline pricing-model line. |
Outwork | The markup percentage applied to subcontracted steps on this option. | When the outsourced operation carries its own margin you want to pass through rather than the shop's default markup. | The outwork line in the breakdown, the option total, the Total estimate, and the headline pricing-model line. |
Delivery | The markup percentage applied to freight and shipping on this option. | Held at the shop's default in most cases; raise it for white-glove or expedited delivery where margin should reflect the service level. | The delivery line in the breakdown, the option total, the Total estimate, and the headline pricing-model line. |
Headline pricing-model fields read by the adjustment
These fields are not editable from the adjustment dialogs themselves, but the adjustment recalculates them against the new total. The category controls which one is displayed.
Field | What it controls | When to change this | What depends on it |
VA percentage | The value-added portion of the option total expressed as a percentage. Recalculated against the new total after a quote-level adjustment or a bucket-markup edit. | Read-only on the quote — to move the headline value, edit the Adjustment type / Amount or the per-bucket markups, or change the rule that drives it in pricing setup. | The displayed margin signal on the quote totals bar when the category uses VA percentage as its headline model. |
VA per press hour | The value-added portion of the option total divided by press hours. Recalculated against the new total. | Read-only on the quote — to move it, edit the adjustment dialog or the bucket markups, or change the rule that drives it in pricing setup. | The displayed margin signal on the quote totals bar when the category uses VA per press hour as its headline model. |
Gross profit percentage | The total markups divided by the option total. Recalculated against the new total. | Read-only on the quote — to move it, edit the adjustment dialog or the bucket markups, or change the rule that drives it in pricing setup. | The displayed margin signal on the quote totals bar when the category uses Gross profit percentage as its headline model. |
Permissions
Any role that can edit the quote can open Manually adjust price and the View and edit markup section. There is no separate approval step today — the Reason (mandatory) field is the only audit signal. Downstream exports include the adjusted Total estimate and the rebate-adjusted figures, but do not surface the adjustment record as a distinct line.
Action | Who can do it | What the user sees if they cannot |
Open Manually adjust price on a quote | Any role with quote-edit permission | The price-adjustment control is hidden on the totals bar. |
Open View and edit on a price breakdown row | Any role with quote-edit permission | The View and edit action is not available on the breakdown row. |
Save an adjustment via Apply changes | Any role with quote-edit permission | Apply changes remains disabled regardless of field values. |
Notes on exceptions
The headline pricing-model lock interacts with bucket markups: if the headline model is already overridden on this quote (a forced Gross profit percentage, for example), the bucket markup fields lock. Reset the headline override before editing per-bucket markups.
Quote-level adjustments and bucket-markup edits both write to this quote only. They do not propagate to any other quote, and they do not change pricing setup. To move margin on every quote in a category, edit pricing rules in setup rather than re-running this dialog on each quote.