Allow Or Prevent Price Edits

Need to change what prices can be modified in Step 6 of a Quote or Order? By default, all products in a Price List are set to Edit Price On Quote. You may want to give your salespeople flexibility with some items and not others.

You can allow or prevent your non-administrator CounterGo Users from editing prices in Quotes or Orders for any item in the Price List.


UPDATE A SINGLE PRODUCT

  1. Go to Price Lists > click the Name of the Price List to update > click the Edit Price List button.Edit a Price List
  2. Click on the Price List item you want to change.
  3. Check the Edit Price On Quote box to allow edits, uncheck to prevent edits, then Save the Price List.set item to be editable or not editable in a Quote

UPDATE MULTIPLE PRODUCTS

  1. Go to Price Lists > click the Name of the Price List to update > click the Edit Price List button.Edit a Price List
  2. Click the Update Multiple button, then Set Edit Price On Quote.
  3. Check the box next to items to allow edits, uncheck to prevent edits, then Save the Price List.