Сompanies have different rules for working with the сatalog. The Change product selling price in the catalog access permission should be properly configured for the company.
If an employee has this access permission, he/she will be able to change the product or service price in the catalog. The catalog price will be displayed on the website and in deals and invoices in CRM.
How to use the Change product selling price in the catalog access permission
Let's consider two options:
First, create a separate role for managers or use the role, which is available by default.
Make sure that the View product catalog access permission is enabled for this role. Managers will be able to search and select products in deals and work with products in CRM.
Then check and disable the following access permissions:
- Create product
- Edit product
- Change product selling price in the catalog
- Change product selling price in CRM entity
- Apply product discount
Create a separate role for the employees who will be responsible for the product price and disounts. Make sure that the following access permissions are enabled for this role:
- Edit product
- Change product selling price in the catalog
- Apply product discount
Now only employees in the Supervisor role will be able to set the price and apply the discounts. If a manager communicates with a client and decides that discounts can be given, he/she chats with the supervisor to allow the discount for the client.
Create a separate role for employees and enable the following access permissions:
- View product catalog
- Edit product – this access permission will allow you to upload images and add new product variants
- Apply product discount – specify CRM entities in which employees can use discounts.
Disable the Change product selling price in the catalog access permission for this role.
With this setting, when the manager adds an item to the deal, he/she will see the selling price, but cannot edit it. At the same time, he/she will be able to set the item discount and upload the image of the item.