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Overview

Excerpt

This option allows to determine whether a salesperson can or cannot view the accounting information for a given customer in the Order Entry screens.

What information will be hidden?

Once this option has been checked for a given user, the system will hide for them the Aging, Open Credits, credit limit from the General Customer Information window.

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Instructions
Excerpt

Companies that use the price overrides feature, can configure per-user exceptions so they are allowed to decrease the prices of products in boxes for on hand and future inventory without any approval.


How to set up a price decrease percentage


Ui steps
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Ui step

Go to Setup > Users > Company Users.


Ui step

 Use filters to "Search" for the user.


Ui step

 Go under the Actions column and click on "Edit".


Ui step

 Select the "Options" tab.


Ui step

 Enable the option named Hide Sensitive Data on Sales ScreensEnter search the percentage in which the user will be allowed to decrease the product price in the field User can Decrease the Price of an Item by.


Ui step

 Click on Save.




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