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How do Discounts work with Quotes and Opportunities?

Knowledge Article Number 000175498
Description I would like to know how to properly use discounts in my Quotes and Opportunities.
Resolution

This is how the Discounts work from the Quote Line Items to Opportunities;

1. A Discount percentage is entered when a Quote Line Item is created

2. The line item Sales Price, Quantity, and Discount are used to calculate the Total Price of the line item.

3. The line items are used to calculate the Subtotal, Discount, and Total Price of the Quote

4. When the Quote is synchronized with the Opportunity, Opportunity Products are created for each Quote Line item with the same Product, Sales Price, Quantity, and Discount as the line item

 





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