If you have a comment on this topic, contact Aptify Documentation. If you want to return to the Aptify Community Site, please click here.

Configuring Organization Order Entry Permissions Options

The Order Entry Permissions section at the bottom of an organization's Organization tab provides an administrator with the ability to configure the order entry experience for the employees of that organization.

Many of the same configuration options are available at the Employees level and at the Products level. The Order Entry permissions options are:

  • Allow Price Override: Select this option to allow every employee of the organization to override the prices of all products with any amount. If this option is selected, it overrides any selections on the individual Product records or Employees records.
     
  • Allow Price Selection: Select this option to allow every employee of the organization to select a price from a product-specific list during order entry. If this option is selected, it overrides any selections on the individual Product records or Employees records.
     
  • Allow Free: Select this option to allow every employee to specify a price of 0.00 for all products during order entry. If this option is selected, it overrides any selections on the individual Product records or Employees records.
     
  • Allow Related Product Prompt Close: Select this option to allow every employee of the organization to close the Related Product prompt during order entry. If this option is not selected, employees cannot close the Related Product Prompt that may appear on the order form without adding the related product as a line item to the order, selecting a different order line on the same order, or closing the order.
     
  • Allow Prerequisites Override: If this option is selected, it overrides any selections on the individual Employees records. See Managing Basic Products for more details.

 


If you select one of the first three options at the Organization level, the selection of the same field at the Employees and Products level is ignored. Therefore, if you want to configure these options on an employee-by-employee basis or on a product-by-product basis, you should not select them at the Organizations level.

 

Copyright © 2014-2019 Aptify - Confidential and Proprietary