Overview
As prices can change at anytime we designed a way to manage price changes whenever an order is created.
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Enabling the "Price Override" option will allow Admins and Credit Managers to restrict the Sales Team whenever they change the price to a lower amount. |
If that's the case, they will have to request a "Price Override" in order to bill the items to the customer.
Price override setup
To enable this option please do as follows:
- Go to Setup> Settings tab.
- Click on Credit and Price Overrides, under the "Order Entry Options" title.
- Check the "Require price override" option.
- Enter the users you want the system to send the notifications in order to get the approval (with a Sales Manager role), leaving this option empty, the system will notify all users with the mentioned role.
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Remember there is an option to user level through we can set a percentage allowed to decrease the price, for more information, please read Setup Company Users & User Options.
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When creating an order or a prebook with prebookwith items both from future inventory and on-hand inventory, the system will pop-up a confirmation screen once you enter a price below to the suggested price (price lists or purchase order) and click on Add. Click on add to confirm and wait on the same screen for the response of your sales manager.
Once your Sales Manager approves the override you will be able to add the line and complete the order. On the other hand, if your sales manager reject the price override the system will send you a notification as follows:
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A notification will pop-up at the bottom right corner of the screen in the Sales Managers system once a price override is requested. Remember the sales person will no be able to continue with the transaction until the Price Override is approved.
Sales Managers can also review the pending price overrides clicking on the Overrides link at the top right corner of the screen.
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