Overview of Software Pricing Changes
Software Pricing Approval
Required when pricing discounted more than 10% of provided Rep Price.
Software pricing is now controlled by Pricing Strategy and rep-driven changes, the same as equipment.
Reps may discount software up to 10% without approval; discounts greater than 10% require a Software Pricing Approval.
“Request Software Pricing Approval”
- Confirm Rep Price and Recommended Price match.
- Check the Final Selling Price.
- Solutions Rep must submit the approval request from the Request tab.
- State whether the price is acceptable or needs correction.
Approval Process
If pricing is acceptable → Request will be approved
If pricing needs adjustment → Entire deal moves to Manual Pricing Mode.
Conditions Required Before Manual Corrections
Pricing strategy must be set to Price and reflect the final amount.
All WinHelper rules must be satisfied.
Deal should be in its final state, ready for Customer Signature.
For deals with significant discounts, additional details and approvals may be required via the Proposal Chat page.
Manual Correction Steps (completed by Approver)
Capture the initial Achieved Revenue.
Manually correct software pricing to the proper amount.
Deduct the corrected software total from the original Achieved Revenue.
Redistribute the remaining revenue across equipment, updating all equipment pricing manually.
Once in Manual Mode, all pricing changes must be made manually — price strategy widgets will no longer function. Do NOT switch back to Auto- Pricing, it will remove the Manual Prices entered.
Post‑Correction
Once all manual changes are complete, Software Pricing approval is approved.
Manual Mode requires all pricing changes be made manually.
If further changes are needed:
Switch back to Auto-Pricing.
Make the required updates.
Submit a new Software Pricing Approval Request.
Include a summary of changes in the Comments.
Request will be reviewed per the standard process.