Optimize Your Margin Settings
Easily adjust your margin percentages to tailor quotes for your clients. This feature allows you to fine-tune pricing strategies, ensuring competitive offers. Simply input your desired margins and save your settings for immediate application.
User Guidance for Margin Adjustments
Understanding Margin Adjustments: Adjusting margins is a critical step in customizing quote prices for your clients. Follow these guidelines to ensure accurate and effective margin settings.
- Step 1: Navigate to the Adjust Margins page.
- Step 2: Enter the desired margin percentage in the input field.
- Step 3: Click the Save button to apply changes.
- Tip: Review the adjusted prices in the quote table to ensure they meet your expectations.
