Set Security on Selling Price Level

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The combined use of these two features allows for very strict control over pricing.

 

The security option Change Price Level allows locking price level changes. So, if a customer is nominated as Price Level 1, that stock will always be sold to them at that price level, effectively stopping users changing price levels at a job level.

 

Tick/untick this security option under Tools > Security > Jobs to enable/disable this option for individual security groups.

 

PLsecurity

 

The second security option with respect to selling price is Price Break Movement Down. This allows setting a unit price, as well as volume/quantity price breaks for each price level, but provides the option to restrict which staff members can provide which quantity break discounts or movements.

 

Info

Each stock price level can be set with a unit price and up to four additional volume price breaks.

 

Sample Price Level set as follows:

 

Break1

Break 2

Break 3

Break 4

Break 5

1 off

10 to 19

20 to 49

50 to 99

100+

$100.00

$95.00

$90.00

$85.00

$80.00

 

Price Break Movement Down

Price Break Movement allowed

Meaning

-1

Unlimited (default)

Unlimited price movement (default).

0

No movement

No price break movement – always sells at unit price.        

1

One level down

One level down only, from break 1 to 2, from 2 to 3, etc. Users restricted to price break movement 1 could sell 20 units at the break 4 price but not the break 5 price.

2

Two levels down

Two levels down, from break 1 to 2 or 3, from 2 to 3 or 4, etc. Users restricted to price break movement 1 could sell 10 units at the Break 4 price but not the break 5 price.

3

Three levels down

Three levels down, from break 1 to 2, 3 or 4, from 2 to 3, 4 or 5, etc. Users restricted to price break movement 1 could sell 10 units at the break 5 price.

4

Four levels down

Four levels down, from break 1 to 2, 3, 4 or 5, from 2 to 3, 4 or 5, etc.

 

Further information

Effective User Security Groups

Accessing Security

Report Security

Adding or Editing Security

Security on Preview Pane

Export Security Details