Minimum Sales Price
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Story behind the feature
A product has a price defined by the system that a salesperson can modify without any constraint.
A product has a price and a range. So, the salesperson can still modify the initial price but HAS to be in the defined range.
Salespeople keep the flexibility of the system because they can modify the unit price but not only in a predefined range of negotiation.
When the unit price is defined at each quotation, it gives a controlled flexibility to sales department in order to move forward on quotation without requiring the manager approval at each step.
Our features as solution
Setting Salesman Maximum Price Reduction
(Notification Below Minimum Price)
Setting Salesman Maximum Price Increment
(Notification Above Maximum Price)
User sales can click Propose button for manager approval
User manager can click Manager Confirm to confirm sale order
How to use this module
Go to Settings > user & companies > user. Create User sales: user All Documents. Checklist Discount on lines
Go to Sales, create price-list and add an items, then click save
Choose apply on, choose compute price (Formula), add minimum sales price. Here we set 20% for Salesman Maximum Price Reduction.
User sales: All Documents or Own Documents Only
Go to Sales > orders > quotations. Create quotation, select price list, add an item, and give the discount more than 20%.
There is warning “Below Minimum Price!” then click ok
Then click Confirm Sale, there is warning “Propose Quotation?” because there is an order line with discount more than 20%, then click button Propose.
User: Salesman cannot see Confirm Sale
User: Sales Manager can see Confirm Sale button
There is warning “Propose quotation?” , click on Manager Confirm
The quotation status is Sales Order now but the order line that is over sale minimum price is marked by red color.
Same process when selling price is above maximum price