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Open: Retailer Settings in the Business section.

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Apply a commercial change

  1. Open the relevant tab and review the current settings.
  2. Change the specific rule. Check whether a package price is After federal STCs or Before incentives.
  3. Save the draft and review validation messages.
  4. Review the before-and-after changes and payment terms.
  5. Choose Apply immediately or Schedule a start time, where available.
  6. Apply using an account with the required permission.
  7. Open a new sample quote and confirm the resulting calculation.
Published changes apply according to their effective date. Sent quotes retain their issued values. Changing a setting is not permission to rewrite an accepted contract.

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Services and materials

Choose whether a service is rep-selected or triggered by a condition such as indoor installation, cable run, extra storeys or panel removal. Check the region, quantity and whether the price comes from the catalogue or a custom selling price. Choose when detailed materials must be complete: optional, before issuing a quote or at operational handover. Equipment and quantities still need to match the proposed system.

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ArgonixIntelligence in this workflow

Bill analysis and quoting assistance work alongside these rules. Staff must review and apply commercial changes; intelligence does not silently approve a pricing policy.

Related topics

Set up your team and accessConfigure customer follow-up journeysPrepare the workspace for daily useChoose upfront payment or financeCreate and send a quote