Change A Product's Tax Or Discount Status

Products selected for tax and discounts have a small "T" and "D" next to the price on the quote (Example:  ) Follow the steps below to change the default tax or discount status for a product.

  1. Go to Quote::Edit Prices
  2. Double-click on the product (Example: Granite)
  3. Use the check boxes to indicate "Taxable" and "Allow Discount" status and click OK

    NOTE: If "Edit Price on Quotes" is enabled, you can change the price, tax or discount status of a product on the quote by clicking on the product and selecting "Edit Price..."

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