How do I Override Item Prices when Creating an Estimate?

Updated on January 30, 2018 05:45PM by Admin

In order to use this Price Override feature, you need to configure the settings in Estimates App. Enabling this setting allows you to change the price of a product when creating an estimate. The default price will pre-populate. However, you will be able to edit if desired. When disabled, you cannot change the price of a product from within an estimate.

Steps to Override Item Prices When Creating an Estimate

  1. Log in and access Estimates App from universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings” from the app header bar.
    settings estimates
  3. Select “Price Override” under “Estimates” drop down located in the left navigation panel.
    select price override
  4. The Price Override page will be displayed, as shown:
    price override dashboard
  5. Enable “Allow item prices to be modified”.
  6. Now, create an estimate and select an item. The default price of the item will be pre-populated.
    pre populated item rate
  7. If desired, you can edit the item price field as below:
    item price edited

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