A price the catalogue manager changes shows up on the seller's next quote
Who is involved
| Role | What they do |
|---|---|
| Account executive | Quotes customers from the catalogue and cannot change a product. |
| Catalogue manager | Owns products and prices. |
Step by step
- Account executive
Adds a product variant to a quote line.
What they see:The line shows the current price, for example 295.00.
- Catalogue manager
Opens the product's price grid and gives that variant a price of its own, 330.00, then saves.
What they see:The cell shows the new price and marks it as the variant's own.
- Account executive
Adds the same variant to the next quote line.
What they see:The line is priced 330.00, and other variants keep their own prices.
- Account executive
Tries to edit the product.
What they see:The product cannot be changed from the seller's role; they can only read it and ask for a price.
- Catalogue manager
Opens the product's history.
What they see:The change is recorded with their name, the old and the new price.
Who is told what
None; the seller simply sees the new price the next time a line is priced. The change is announced to the other modules automatically, so CRM's copy of the product refreshes.
Related
- Products & Online Store
- CRM & Sales Pipeline
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- Team workflows