How to prevent users from overriding the item price in order entry

How to prevent users from overriding the item price in order entry

Summary

If an administrative user of SalesPRO software wishes to prevent employees from overriding the item price, they may do so in employee security settings. This knowledge base article describes how to set up this security features.

Note:  Requires hot fix 09182019 to be installed on all computers running SalesPRO software.

Instructions

  1. From within SalesPRO software, click on the Setup tab
  2. Click the Security Roles icon
  3. Click  Security Role for which you wish to disable the ability to override item prices (i.e. Sales Rep)
  4. Click the Edit button
  5. In the Activity column, expand Quotes/Sales/Orders by clicking the "+" symbol
  6. Click on Override Price
  7. Change the access to No Access
  8. Click OK to exit and save your changes. 
  9. Repeat for any other Security Role which should not have this permission.

Applies To:

  • Solatech SalesPRO

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