How to Set and Modify Total Cost and Down Payment Quick Adjustment Buttons

Created by Cyndi DeBolt, Modified on Thu, Dec 19, 2024 at 11:23 AM by Chelsea France

The following directions will show you how to set and modify the amounts on the Total Cost Adjustment and Down Payment buttons while quoting.

Items in the red circles in the screenshot below are customizable buttons that will allow Users to quickly apply a discount to the total cost or down payment amount of a quote by clicking the pre-set amount in lieu of manually changing the cost.

Total Cost Adjustment Dollar Buttons

1. Go to Setup > Environment > Settings

2. Click the General Settings tab > Scroll down to Total Cost Adjustment Dollar Buttons
3. Enter your desired amounts (example shown in screenshot below)
a. The minus sign before the value reduces the total cost amount.
b. The plus sign before the value increases the total cost amount.
4. Click the Save icon at the top of the page to apply changes.

Quick Down Payment $ Buttons

1. Setup > Environment > Settings

2. Click the Payment Settings tab > scroll to Quick Down Payment $ Buttons
3. Enter your desired amounts (example shown in screenshot below)
a. The minus sign before the value reduces the total cost amount.
b. The plus sign before the value increases the total cost amount.
4. Click the Save icon at the top of the page to apply changes.