How do I allow suppliers to Override Item Prices while creating an Estimate?

Updated on January 19, 2021 06:03AM by Admin

In order to use this Price Override feature, you need to configure the settings in the Estimates App. Enabling this setting allows you to change the Supplier cost 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 While Creating an Estimate

  • Log in and access Estimates App from the universal navigation menu bar.
  • Click on the “More(...)” icon and select “Settings” from the app header bar.

  • Select “Price Override” under the “Estimates” drop-down located in the left navigation panel.
  • The Price Override page will be displayed, as shown.
Price Override

  • Enable “Allow supplier cost to be modified”.

  • Now, create an estimate and select an item. Expand the supplier section.
  • Search and select the supplier for an item.
Add item

  • You can view the Supplier cost of the item will be pre-populated and editable.
Add Supplier

  • If desired, you can edit the item price field as shown.
Edit Supplier