Demo video: Sales Price Lock
What this app does
This module provides a prevention tool for the sales price modification on Sales Orders/Quotations of Salespersons.
Key Features
- Lock sales prices on Sales Orders/Quotations: Prevent determined users from modifying sales prices, ensuring price consistency.
- Customizable access rights: Configure user groups with permissions to modify sales prices through the Sales Price Modifying Group in the Sales app settings.
Benefits
- Enhanced control over sales pricing: Prevent unauthorized changes to sales prices, minimizing errors and inconsistencies.
- Simplified sales process: Salespersons focus on sales activities without being distracted by price adjustments.
- Improved transparency and accountability: Clear access rights improve operational clarity and accountability in price management.
Who should use this module
- Sales Managers: Ensure that sales staff adhere to predetermined pricing policies.
- Accountants: Minimize discrepancies and maintain consistency in financial reports.
- Businesses with controlled pricing strategies: Ideal for companies in retail, manufacturing, and distribution.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_sale_price_lock.
- Press Install.
Instruction
Instruction video: Sales Price Lock
1. Feature activation
Navigate to Sales > Configuration > Settings, enable the Lock Sales Prices feature, and select the user groups that have the sales price edition rights. E.g: users with the Sales/User: All Documents and above will be able to edit the sales price.
2. Usage
With the user access rights lower than the Sales/User: All Documents one, when creating a sales order, the sales price from a pricelist or the one configured on the product will be displayed by default.
When the user modifies the pricing information, a warning will pop up and it's not possible to save the changes.
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