Once the setting is enabled by the admin, margin details can be viewed in generator proposals. With margin details available within the proposal, users can review and make updates in the same interface as other pricing information.
Follow the steps below to view and edit the margin in the proposal.
Step 1: Go to “Customers” from the main menu.
Step 2: Select the preferred customer from the list.
Step 3: Click “View Detail”.
Step 4: Go to the “Financing” section.
Step 5: Scroll down to find “Financing” and click the “Edit” icon to update the proposal margin.
Step 6: Once the dialogue box opens, select the margin type (flat or percentage) and enter the margin amount. Click “Save” to finish.
Step 7: The margin will show up once saved. It will apply to the entire amount of the proposal subtotal.