We would like some adjustments made to the permission level of Quotes / Costings and Margins.
We are trying to get our Sales team to use Quotes in WG, but we need for the permissions to modified.
1. The User can edit the Sell Price
- we would like for either the user to NOT have permission to edit the sell price, OR, if they overwrite the sell price, for it to show on the quote that it was overwritten and what the list price was prior to overwrite.
- currently, the user can overwrite a price, be that a list price, or custom price from a Customer file, and there is no way in knowing if this has been done, without going into the product list or custom price list to check.
2. Without permission , user is not able to see Cost Prices or margins on the quote. However, if they print the quote / template, and use one of the dropdown templates that have been created, it shows the costing/margins and prints this information for this user.
- we would need to either have a template permission level, or still use the existing templates, but where they are not allowed to see certain information, it does not print this information.
These are 2 very important requests that we need. We don't want all our users to be able to make these changes, and see all this information, and therefore, permissions need to be updated so that we can utilise this feature in our business.
Hi Team
We would like some adjustments made to the permission level of Quotes / Costings and Margins.
We are trying to get our Sales team to use Quotes in WG, but we need for the permissions to modified.
1. The User can edit the Sell Price
- we would like for either the user to NOT have permission to edit the sell price, OR, if they overwrite the sell price, for it to show on the quote that it was overwritten and what the list price was prior to overwrite.
- currently, the user can overwrite a price, be that a list price, or custom price from a Customer file, and there is no way in knowing if this has been done, without going into the product list or custom price list to check.
2. Without permission , user is not able to see Cost Prices or margins on the quote. However, if they print the quote / template, and use one of the dropdown templates that have been created, it shows the costing/margins and prints this information for this user.
- we would need to either have a template permission level, or still use the existing templates, but where they are not allowed to see certain information, it does not print this information.
These are 2 very important requests that we need. We don't want all our users to be able to make these changes, and see all this information, and therefore, permissions need to be updated so that we can utilise this feature in our business.
Thanks,
Maria.
1 Votes
0 Comments
Login or Sign up to post a comment