A Sales Reps compensation plan allows the user to discount equipment within a specified limit before changing their commission to $0. When the proposal is discounted below this limit, the Sales Rep must request Pricing Approval before generating documents or submitting for review.
When a user attempts to download or submit a proposal that is below allowed pricing levels, they will receive a message:
The user is instructed to complete a Pricing Approval Request.
From the "Requests" page, select "New Request" > "Request Pricing Approval"
The Pricing Approval Request is routed to the user's Director or VP according to the Region's policy. The assigned user will be notified and will also see an open Request on their PREO Home Page:
The assigned user should complete the Pricing Approval Request ASAP to allow the user to continue their proposal. Open the Request by double clicking. The Proposal Request page will open. Click on the Pricing Approval Request.
Set the Maximum Discount Level, click "Approve"
The Director and VP have maximum discount level limits that are set by Region policy. If the user attempts to go below this limit, they will receive a message:
Any discount level greater than the VP allowed discount must be approved by the President of the Region.