Setting the % amount for the minimum margin on a Quote line can help ensure your Sales team don't give a price which will have a detrimental affect on your margin. In this article, we'll show you how to select and use the minimum margin % option.
Prerequisites
You'll need a CRM Admin rights to follow the steps in this article
Step 1: Settings Centre
Head to the System Settings in the navigation menu.
Step 2: Search for Setting
Once within System Settings, search for "Minimum Margin" in the search bar, or click here to head straight to this setting.
Step 3: Setting your Minimum Margin Value
Enter your minimum margin percentage as shown below.
This will present a warning message to the CRM user when they try to confirm a Quote where there's at least one line that's under this set value.
Step 4: Configure the Margin Warning Record Level
If the minimum margin percentage has been defined, you can configure whether the margin warning should be based on either the Quote Line margin or the Quote's overall margin.
Step 5: Allow/Disallow Confirming Orders Below Minimum Margin
Finally, you can decide whether to allow or disallow users from confirming the Quote to an order if it's below the minimum margin. This actually prevents CRM users from confirming an order that doesn't meet these rules. Simply select 'Allow' or 'Disallow' to set this.
