Demo video: Vendor Price Lock
What this app does
This module allows the Purchase app Administrator to lock vendor pricelists to prevent unauthorized users from modifying prices on Requests for Quotation (RFQs) or Purchase Orders (POs).
Key Features
- Lock Vendor Pricelists: Restrict unauthorized users from modifying vendor prices on RFQs or POs.
- Customizable access rights: Only the Purchase app Administrator can unlock and update vendor prices.
Benefits
- Enhance purchase cost control: Prevent unauthorized changes to vendor prices, ensuring accuracy and consistency.
- Simplify purchase processes: Streamline the workflow by assigning price control to specific roles.
- Improve transparency and accountability: Clear user permissions enhance operational clarity in vendor price management.
Who should use this module
- Purchase Managers: Ensure vendor pricing policies are followed and maintained.
- Businesses with strict cost management requirements: Ideal for manufacturing, distribution, and retail industries.
- Finance teams: Maintain consistent purchase data for accurate financial reporting.
Supported Editions
- Community Edition
- Enterprise Edition
Installation
- Navigate to Apps.
- Search with keyword to_vendor_price_lock.
- Press Install.
Instructions
Instruction video: Vendor Price Lock
Step 1: Create a vendor pricelist.
Step 2: Navigate to Purchase > Configuration > Vendor Pricelists and select a specific pricelist. Press Lock. The pricelist stage is changed from Confirmed to Locked.
Step 3: Navigate to Purchase > Orders > Requests for Quotation, create a request for quotation for the vendor and product in the pricelist above. Press Confirm to convert the RFQ to a purchase order. The purchase order line on the RFQ now is changed to green.
Step 4: A warning will pop up when a user with the Purchase/User access rights edits the vendor's pricelist on the RFQ/purchase order.
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