{"id":30041,"date":"2026-03-23T09:50:56","date_gmt":"2026-03-23T09:50:56","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30041"},"modified":"2026-03-23T09:50:58","modified_gmt":"2026-03-23T09:50:58","slug":"pricing-flexibility-with-global-discount-in-qle","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/03\/23\/pricing-flexibility-with-global-discount-in-qle\/","title":{"rendered":"Pricing Flexibility with Global Discount in QLE"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; for Sage CRM \u2013 Sage 100 application<\/a>&nbsp;is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.<br><br><\/p>\n\n\n\n<p>In today\u2019s competitive business environment, pricing flexibility is key to winning deals and maintaining strong customer relationships. To address a specific client requirement, a <strong>Global Discount feature was delivered as a customization in the QLE (Quick Line Entry) screen<\/strong>, enabling more efficient and consistent discount management during the quotation and Order process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Customization Overview<\/h3>\n\n\n\n<p>This enhancement was specifically designed and implemented based on client needs, ensuring that users can easily apply and manage discounts at both header and line levels within the QLE screen.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key Features and Functionality<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\">1. Header-Level Discount Field<\/h4>\n\n\n\n<p>As part of this customization, a new <strong>Discount field<\/strong> was been added at the header level, positioned beside the \u201cGo\u201d button on the QLE screen. This allows users to define a discount percentage before adding items to the quote.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">2. Automatic Discount Application<\/h4>\n\n\n\n<p>Once a discount percentage is entered at the header level:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The discount is automatically applied to all newly added items.<\/li>\n\n\n\n<li>This significantly reduces manual effort and ensures consistency across the quote.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">3. Line-Level Discount Flexibility<\/h4>\n\n\n\n<p>To maintain flexibility:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users can also enter or modify discounts at the <strong>line item level<\/strong> within the grid.<\/li>\n\n\n\n<li>After making changes, the <strong>\u201cUpdate\u201d button<\/strong> must be clicked to apply and save the revised discount.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">4. Important Behavior to Note<\/h4>\n\n\n\n<p>As per the implemented customization:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once the QLE screen is saved and closed, the header-level discount does <strong>not retain automatically<\/strong>.<\/li>\n\n\n\n<li>If additional items are added later, users must <strong>re-enter the discount percentage<\/strong> at the header level to apply it to new items.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Business Value for the Client<\/h3>\n\n\n\n<p>This customization offers several benefits:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Improved Efficiency:<\/strong> Minimizes repetitive manual discount entry.<\/li>\n\n\n\n<li><strong>Enhanced Accuracy:<\/strong> Ensures consistent discount application.<\/li>\n\n\n\n<li><strong>Greater Flexibility:<\/strong> Supports both global and line-level discount control.<\/li>\n\n\n\n<li><strong>Client-Specific Fit:<\/strong> Designed to align perfectly with the client\u2019s business process.<\/li>\n<\/ul>\n\n\n\n<p>This Global Discount feature, delivered as a <strong>client-specific customization<\/strong>, enhances the overall usability and efficiency of the QLE screen.<br><br>If your organization has similar requirements, such customizations can be designed to fit your unique business needs.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1.jpg\" alt=\"\" class=\"wp-image-30043\" target=\"_blank\" rel=\"noreferrer\nnoopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1080\" height=\"424\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1.jpg\" alt=\"\" class=\"wp-image-30043\" alt=\"Prepare to convert\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1.jpg 1080w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-300x118.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-1024x402.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-768x302.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-660x259.jpg 660w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n<figure class=\"wp-block-image size-large\">\n<img decoding=\"async\" width=\"1080\" height=\"424\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1.jpg\" alt=\"\" class=\"wp-image-30043 \nalt=\"\" class=\"wp-image-4750\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1.jpg 1080w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-300x118.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-1024x402.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-768x302.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Image1-660x259.jpg 660w\" sizes=\"(max-width: 1080px) 100vw, 1080px\" \/><figcaption>QLE<\/figcaption><\/figure>\n\n","protected":false},"excerpt":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 Sage 100 application&nbsp;is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. In today\u2019s competitive business environment, pricing flexibility is key to winning deals and maintaining strong customer relationships. To\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/03\/23\/pricing-flexibility-with-global-discount-in-qle\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4731,4732,4206,192,4678,4657,332,333,334,335,3985,3986,4550,4646,4680],"tags":[4730,4728,4729,1238,1258,1435,4625,1959],"class_list":["post-30041","post","type-post","status-publish","format-standard","hentry","category-discount","category-global-discount","category-gumu-integration","category-integration-sage-crm","category-qle","category-sage-100","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2018-crm72","category-sage-crm-2019-r1","category-sage-crm-2019-r1-sage-crm-2018-crm72","category-sage-crm-2022-r1","category-sage-crm-2023-r2","category-sage-crm-2025","tag-discount-on-qle","tag-global-discount","tag-global-discount-on-qle","tag-gumu","tag-gumu-integration","tag-integration","tag-qle","tag-sage-100"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Pricing Flexibility with Global Discount in QLE - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/03\/23\/pricing-flexibility-with-global-discount-in-qle\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pricing Flexibility with Global Discount in QLE - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage 100 application&nbsp;is a real time bi-directional integration link. 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