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Control pricing and margins

Adjust quote prices, apply rebates, and manage margins.

1 author10 articles
How rebates work in a GelatoConnect Estimator quoteHow a customer rebate grosses up a quote's selling price to protect margin, where the percentage comes from, and how the rebate appears on the price breakdown.
Override the rebate on a single quoteApply a one-off rebate percentage to a single quote — a volume concession or goodwill rebate — without changing the customer's standing rebate.
Remove a rebate overrideRevert a one-off rebate override so the quote falls back to the customer's standing rebate, or to no rebate at all.
Rebates referenceReference for the rebate controls on the quote totals panel, the rebate captions on the price breakdown, and the canonical gross-up math.
Troubleshoot rebate values that look wrongFix a rebate line that's wrong — wrong percentage or value, missing entirely, or a final price that doesn't match the gross-up math.
How manual price adjustments workHow to change one quote's selling price — total or per-bucket markups — without editing the global pricing setup that drives every other quote.
Manually adjust a quote totalSet, add to, or reduce a single quote's total for a one-off concession or round number, with a mandatory reason for the audit trail.
Adjust markups in the price breakdownTune individual cost-bucket markups (substrate, labor, machine…) on one quote when the total is right but the mix is wrong.
Manual price adjustments referenceReference for every manual-adjustment control: the Manually adjust price dialog, the per-bucket markup fields, and the headline pricing-model lines they recalculate.
Troubleshoot manual price adjustment issuesFix adjustments that won't save, totals that don't match after saving, locked markup fields, or missing adjustment controls.