Quote & Invoice Calculation
When Price Control is active, deal totals are calculated using SKU prices from your product catalog, with approved discounts, exchange rates, and tax settings applied automatically.
How it works
Products are added to a deal as line items, each linked to a SKU from your Price Control catalog. Prices on price-controlled SKUs are locked and cannot be edited freely. If a discount is needed, it must go through the approval process set by your discount tiers.
How to add products to a deal
Step 1: Open or create a deal
Go to Deals
Open an existing deal, or click Create to start a new one and fill in the basic deal information
Step 2: Open the product editor
In the deal, locate the Products section
Click Select Products to open the line item editor
Step 3: Add line items
Click + Add Line Item
In the Select Product SKU panel, search by SKU code, name, or category
Select the relevant SKU - the base price and discount range load automatically
Add a description if needed (optional)
Repeat for any additional products
Step 4: Save
Click Save Products to apply the line items to the deal
If creating a new deal, click Create Deal to finalize
Prices on price-controlled SKUs are locked and cannot be changed manually
If a discount is needed, you can request one from within the deal — it will be routed to the relevant approval group based on your discount tier settings
To generate a quote or invoice from this deal, go to the Docs tab and use the AI document generator
Related guide pages
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/quote-invoice-calculation-NCnu1H9bRi