Introduction

After pricing, discounts, and margins are applied automatically during quote creation or BoM import, users often need to fine-tune values based on deal context, negotiation outcomes, or internal approval requirements.

StrataVAR PqW provides powerful pricing adjustment capabilities directly in Edit Quote tab, allowing users to:

• Modify customer price, VAR price, or margins
• Control which values remain constant during recalculation
• Apply changes inline or in bulk
• Ensure predictable pricing behavior across complex quotes

This article explains how pricing adjustments work, with a clear focus on Discount Calculation Modes and their impact on customer price, VAR price, and margins.

Where Pricing Adjustments Are Performed

All pricing adjustments described in this article are performed in: Edit Quote → Quote Items Grid

From here, users can:

• Edit individual item values inline
• Select multiple items and apply bulk operations
• Control pricing behavior using Discount Calculation Mode

Understanding Discount Calculation Mode

Discount Calculation Mode defines how the system recalculates pricing values when one field is changed.

Instead of recalculating everything blindly, PqW lets you decide:

• Which value should change
• Which value should remain constant

Why This Matters

Without controlled recalculation:

• Margins can unintentionally collapse
• Customer prices may shift unexpectedly
• VAR profitability can be impacted

Discount Calculation Mode ensures intentional pricing behavior.

Discount Calculation Categories

There are three pricing change categories, each with two recalculation behaviors.

Category 1: Customer Price Changes

Use this category when customer-facing price is the primary driver of change.

Scenario 1: Change Customer Price→ Affect VAR Prices

What this means

Here, you manually change the Customer Price, the margin percentage remains fixed and the system recalculates VAR price and cost.

Typical use cases

• Matching a customer’s target price
• Applying negotiated discounts
• Final deal adjustments while protecting margin %

How to Apply Step By Step Process

Step 1: Set Discount Calculation Mode

• Open the Discount Calculation Mode popup using the gear icon in the Edit Quote toolbar.

• Set the mode as When changing a Customer field, affect VAR fields

This ensures margins remain constant when customer prices change.

Step 2A: Update a Single Item (Inline Editing)

• Double-click on any customer-related field (for example, Customer Unit Price). The row opens in editable mode

• Enter the required value (for example, set Customer Unit Price to 10)

• Press Enter to save changes.

The system recalculates VAR price values while keeping the margin unchanged.

Step 2B: Update Multiple Items (Bulk Editing)

• Select the group or box to update all contained items, or use the Untie option from the toolbar to select individual items

• From the top-left bulk update panel, select the customer field to update (e.g., Customer Unit Price)

• Choose the required operation in drop down and enter specific value as required

• Click Update Selected Items to save the changes. 

All recalculations follow the active Discount Calculation Mode.

Scenario 2: Change Customer Price → Affect Margins

What this means

You change the Customer Price, VAR Unit Cost remains unchanged and Margin % adjusts automatically.

Typical use cases

• Temporary customer concessions
• Deals where margin flexibility is allowed
• Internal approvals still pending

How to Apply Step By Step Process

Step 1: Set Discount Calculation Mode

• Open Set Discount Mode through gear icon in the toolbar

• Set: When changing a Customer field → affect Margin fields and save.

Step 2A: Update a Single Item (Inline Editing)

• Double-click on any customer-related field (for example, Customer Unit Price) for a selected row/item. The row opens in editable mode

• Enter the required value in the field Customer Unit Price and click enter. For example set Customer Price to 10.

The Margin values are automatically updated while the VAR prices remain unchanged as per the settings you did in the discount mode.

Step 2B: Update Multiple Items (Bulk Editing)

• Select the group or box to update all contained items, or use the Untie option from the toolbar to select individual items

• From the top-left bulk update panel, select the customer field to update (e.g., Customer Unit Price)

• Choose the required operation in drop down and enter specific value as required

• Click Update Selected Items to save the changes. 

All recalculations follow the active Discount Calculation Mode.

Category 2: Margin Changes

Use this category when profitability targets are the main concern.

Scenario 1: Change Margin → Affects VAR Price

What this means

In this case, you change the margin, the customer price remains constant, and VAR price adjusts to meet the new margin.

Typical use cases

• Improving profitability post-negotiation
• Margin corrections before approvals
• Internal margin alignment

How to Apply Step By Step Process

Step 1: Set Discount Calculation Mode

• Open Set Discount Mode through gear icon in the toolbar

• Configure Setting: When Margin Changes, Affect VAR prices and Save.

This ensures margins remain constant when customer prices change.

Step 2A: Update a Single Item (Inline Editing)

• Double-click on any Margin related field (for example, Customer Unit Price) for specific quote item. The row opens in editable mode

• Enter the required value. For example, change the VAR Margin to 50% from 82. 78 % in selected row.

• Press Enter to save changes.

The system recalculates VAR price values while keeping the Customer prices unchanged.

Step 2B: Update Multiple Items (Bulk Editing)

• Select the group or box to update all contained items, or use the Untie option from the toolbar to select individual items

• From the top-left bulk update panel, select the required margin field which needs to be updated. For example, VAR unit margin.

• Choose the required operation in drop down such as setting a specific margin for selected items or multiplying existing margin by any value etc. Here, let's select increment by X as the required operation.

• Enter the value by which margin needs to be increased for selected items and click on update selected items button.

• The selected items will be recalculated based on the settings done in discount mode.

All recalculations follow the active Discount Calculation Mode.

Scenario 2: Change Margin → Affects Customer Price

What this means

Here, Margin is changed, VAR price stays fixed and system recalculates customer prices.

Typical use cases

• Passing margin changes to the customer
• Repricing due to cost changes
• Adjusting deal competitiveness

How to Apply Step By Step Process

Step 1: Set Discount Calculation Mode

• Open Set Discount Mode through gear icon in the toolbar

• Configure Setting: When Margin Changes, Affect VAR prices and Save.

This ensures margins remain constant when customer prices change.

Step 2A: Update a Single Item (Inline Editing)

• Double-click on any Margin related field (for example, Customer Unit Price) for specific quote item. The row opens in editable mode

• Enter the required value. For example, change the VAR Margin to 50% from 82. 78 % in selected row.

• Press Enter to save changes.

The system recalculates VAR price values while keeping the Customer prices unchanged.

Step 2B: Update Multiple Items (Bulk Editing)

• Select the group or box to update all contained items, or use the Untie option from the toolbar to select individual items

• From the top-left bulk update panel, select the required margin field which needs to be updated. For example, VAR unit margin.

• Choose the required operation in drop down such as setting a specific margin for selected items or multiplying existing margin by any value etc. Here, let's select increment by X as the required operation.

• Enter the value by which margin needs to be increased for selected items and click on update selected items button.

• The selected items will be recalculated based on the settings done in discount mode.

All recalculations follow the active Discount Calculation Mode.

Category 3: VAR Price Changes

Use this category when cost-side control is required.

Scenario 1: Change VAR Price → Affects Customer Price

What this means

VAR price is adjusted as needed, Margin % remains unchanged while Customer price recalculates.

Typical use cases

• Vendor cost corrections
• Cost optimizations
• Supplier-driven adjustments

How to Apply Step By Step Process

Step 1: Set Discount Calculation Mode

• Open Set Discount Mode through gear icon in the toolbar

• Configure Setting: When Margin Changes, Affect VAR prices and Save.

This ensures margins remain constant when customer prices change.

Step 2A: Update a Single Item (Inline Editing)

• Double-click on any Margin related field (for example, Customer Unit Price) for specific quote item. The row opens in editable mode

• Enter the required value. For example, change the VAR Margin to 50% from 82. 78 % in selected row.

• Press Enter to save changes.

The system recalculates VAR price values while keeping the Customer prices unchanged.

Step 2B: Update Multiple Items (Bulk Editing)

• Select the group or box to update all contained items, or use the Untie option from the toolbar to select individual items

• From the top-left bulk update panel, select the required margin field which needs to be updated. For example, VAR unit margin.

• Choose the required operation in drop down such as setting a specific margin for selected items or multiplying existing margin by any value etc. Here, let's select increment by X as the required operation.

• Enter the value by which margin needs to be increased for selected items and click on update selected items button.

• The selected items will be recalculated based on the settings done in discount mode.

All recalculations follow the active Discount Calculation Mode.

Scenario 2: Change VAR Price → Keep Customer Price Constant

What this means

VAR price changes, Customer price stays fixed while Margin recalculates.

Typical use cases

• Absorbing cost increases internally
• Maintaining committed customer pricing
• Strategic margin sacrifice

How to Apply Step By Step Process

Step 1: Set Discount Calculation Mode

• Open Set Discount Mode through gear icon in the toolbar

• Configure Setting: When Margin Changes, Affect VAR prices and Save.

This ensures margins remain constant when customer prices change.

Step 2A: Update a Single Item (Inline Editing)

• Double-click on any Margin related field (for example, Customer Unit Price) for specific quote item. The row opens in editable mode

• Enter the required value. For example, change the VAR Margin to 50% from 82. 78 % in selected row.

• Press Enter to save changes.

The system recalculates VAR price values while keeping the Customer prices unchanged.

Step 2B: Update Multiple Items (Bulk Editing)

• Select the group or box to update all contained items, or use the Untie option from the toolbar to select individual items

• From the top-left bulk update panel, select the required margin field which needs to be updated. For example, VAR unit margin.

• Choose the required operation in drop down such as setting a specific margin for selected items or multiplying existing margin by any value etc. Here, let's select increment by X as the required operation.

• Enter the value by which margin needs to be increased for selected items and click on update selected items button.

• The selected items will be recalculated based on the settings done in discount mode.

All recalculations follow the active Discount Calculation Mode.

Applying Pricing Changes Using Inline Editing and Bulk Operations

Once the appropriate Discount Calculation Mode is set, pricing changes can be applied using inline editing or bulk operations.

Inline Editing

Inline editing is used for single-item adjustments.

• Double-click a field in the quote grid
• Editable columns become active
• Enter the value and press Enter
• Recalculation happens immediately

Best used for:

• One-off corrections
• Item-specific negotiations
• Validation checks

Bulk Editing/Multiple Operations in Calculations

Bulk editing is used to apply changes across multiple items.

Steps:

• Select multiple items, boxes, or groups
• Use the bulk update bar above the grid
• Choose field → operation → value
• Click Update Selected Items

How Bulk Operations Differ by Field Type

Available operations depend on the field type selected.

Price Fields (Customer Unit Price, VAR Unit Cost, List Price)

Supported operations:

• Set to X
• Increment by X
• Increment by X %
• Multiply by X

Discount Fields (Customer Discount %, VAR Discount %)

Supported operations:

• Set to X
• Increment by X
• Increment by X %

Margin Fields(VAR Margin %, VAR Markup %)

Supported operations:

• Set to X

Margins are intentionally restricted to prevent:

• Compounding errors
• Unintended pricing distortion

Important Notes on Editing Behavior

• Bulk operations do not override Discount Calculation Mode
• Recalculation always follows the active pricing rule
• Unexpected results usually indicate an incorrect calculation mode

How This Fits into the Overall Pricing Model

Pricing adjustments in Edit Quote operate after the system evaluates:

• Supplier-level pricing (if configured)
• Account-specific pricing rules (if present)
• Global pricing defaults

Only one pricing source is applied automatically, based on priority.
Manual edits in Edit Quote allow controlled overrides while maintaining pricing integrity.

Conclusion

StrataVAR PqW provides a structured and predictable pricing adjustment framework that balances automation with flexibility.

By combining:

• Discount Calculation Mode
• Inline and bulk editing tools
• Clear separation of pricing responsibility

users can confidently adjust customer prices, VAR costs, and margins without unintended side effects.

Used correctly, these tools ensure:

• Pricing accuracy
• Margin protection
• Controlled negotiation outcomes

Next Steps

After adjusting pricing and margins, you can:

• Review quote profitability and approvals
• Use Summarize to create customer-friendly views
• Create quote versions for alternate scenarios
• Export or finalize the quote for customer delivery