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Changing quotation-related user permissions
Changing quotation-related user permissions

Restrictions can be applied from the user's Customisations tab

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Written by Raymond Carrel
Updated over a week ago

Quotation-related restrictions for a particular user can be applied or lifted from

Settings - Users - User Record - Edit tab - Customisations

The following customisations are available:

  • Disable Quotation & Sales Order Product Variable Sell Price

  • Disable Quotation & Sales Order Service Variable Sell Price

  • Disable Quotation Buyout

  • Disable Quotation Current Spend

  • Disable Quotation Deal Termination

  • Disable Quotation Extra Services

  • Disable Quotation Funding

  • Disable Quotation General Fund

  • Disable Quotation Hardware Fund

  • Disable Quotation Product Buy Price

  • Disable Quotation Rebate Plans

  • Disable Quotation Service Buy Price

  • Disable Quotation Spend

  • Disable Quotation Team Members

  • Disable Quotation Upfront Discount

  • Disable Quotation Variable Term

  • Disable Quotation Variable Term (OGR)

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