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The Price Override feature allows the sales manager to approve or reject a different sales price order sent by the sales person.
Follow the steps below to set up the price override.
Go to Setup tab.
Overview
As prices can change at anytime we designed a way to control price changes whenever an order is created. Enabling the "Price Override" option will allow Admins and Credit Managers to restrict the Sales Team whenever they change the price for 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 the "Order Entry Options" link.
- Check the "Require price override" option and Save it.
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The price override will be held only for five minutes before the sales person enter the order, the sales manager can find the request in the upper right hand side, clicking on the Overrides button.
The sales manager can view the Price Overrides pending for approval so he can approve or reject them.
Once the sales manager approves the price override the sales person can Add the sales order.
Require credit limit override
Enable the “Require credit limit override” option to allow the system to request the managers approval for credit limit overrides.
Here is how to set it up:
Go to "Setup > Settings > Order Entry Options".
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Check the "Require credit limit override" option and enter the Email address of the people that you want to receive the daily overrides from. Image Removed
Set up the credit limit of each customer on the "Customer Information" section. Go to "Setup > Customers > Actions > Edit".
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Once this option is enable the sales person will have to request a price override if try to sell the item at a lower price. This is how it will look like:
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The override request will be available for the Credit Manager to approve for twenty minutes or until the sales person closes the override request window. Once the Credit Manager approves it, the sales person will be able to add the line to the order.