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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.
Click on Settings.
Click on the "Order Entry Options" link.
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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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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. |
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To enable this option please do as follows:
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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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When creating an order or a prebook with items both from future inventory and on-hand inventory, the system will pop-up a confirmation screen once you enter a price below 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. Image Added 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: Image Added
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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. Click on the message to proceed with the approval. Remember the sales person will no be able to continue with the transaction until the Price Override is approved: Image Added Sales Managers can also review the pending price overrides by clicking on the Overrides link at the top right corner of the screen. The system will display the pending credit and price overrides. Go to the Actions column to approve or reject the override. Image Added
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When a user tries to modify the suggested price of a product in units. The system will popup a confirmation window where the user can proceed with the price override by clicking on Yes. Image Added
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Price Overrides applies for both on hand and future inventory, in units, and boxes. |