Select policy types for lines

  • Updated on Dec 6, 2023
  • Published on Nov 2, 2023
  • 1 minute(s) read

After you select lines to add to an agreement, set the pricing for each product line.

Select a policy type

  1. Select one or more lines to add, then select Add Lines.
  2. In the Edit Lines modal that opens, select a policy type for the corresponding Line Level:
    • Product—Select Fixed Price, Markup, or Discount from List.
    • Category—Select Markup or Discount from List.
    • Family—Select Markup or Discount from List.
  3. Select Save.

Line Levels and Policy Types [1:36]

You can further configure line levels and policy types to fit your needs.