Customers of the ONe platform! We have great news for you - we have introduced new functionality that will undoubtedly make your work on the platform easier and expand additional sales opportunities for you.

Ability to copy prices from a modified offer

• When copying an offer to another customer, the salesperson can decide which prices should be added to the copied offer. Prices from customer A can be transferred to customer B. This also applies in cases where prices for customer A have been previously edited. The salesperson can also choose to update the prices according to customer B's price list. The decision is made in a modal that opens after selecting the customer. When selecting the "Keep Prices" action, the prices are copied from customer A, while selecting the "Update Prices" action assigns them according to customer B's price list.
• The ability to add a configurable product with overridden price. This functionality was implemented for the cable calculator, but it can also be utilized for other configurable products in plugins. Overriding the price allows for passing information through integrations that the product has a lower or higher price. This can be useful in cases where a damaged or leftover cable is to be sold from the inventory.

The process of creating an offer from a shopping cart and its further possibilities.

• Creating an offer from a shopping cart

1. Press the "Customer" tile
2. Press the "Customers" tile
3. Select the first customer from the list "ONE COMAPANY"
4. Press the "Create" button at the top
5. Press the "New Sale" button on the list
6. Press the "Add products" button
7. Next to one product, click "Add"
8. Press the "X" in the upper right corner
9. In the list of cards, press "Offer"

• Edit the price on the offer at the customer's A

1. Edit the product price on the product line
2. Enter the value of the discount
3. Save the discount value

• Copying an offer to another customer with price updates

1. Open the list "Stocks"
2. In the list of actions, press "Copy offer to another customer."
3. Select the customer and save the data
4. In the modal, there are options to "Update"

Indication from which batch the cable product is ordered

The functionality was done for the cable calculator. In the integration you can indicate, the exact batch number from which the product will be ordered. This will help in better inventory management. If there is a series assigned to a product, this information will be visible on the shopping cart and the offer on the BO on the product line.
The availability of the quantity of the product, within the series on the local warehouse is given in the tooltip next to the pin symbol. On the other hand, in the central warehouse by the square symbol.

>>API Documentation<<

Deleting a contractor in backoffice

• We also remove all its users.
• Documents related to him (FV/WZ/Orders) stay in the system but in the document listing his data is grayed out (You can't switch to the customer card).
• The listings, on the other hand, appear in the listing but are a blind spot and cannot be reproduced.
• In addition, we added the permission to do this in the "clients" area - with this permission, the main administrator of the platform can create roles without the ability to. 

Next functionalities:

1. Adding a new authorization type:

You need to go to the "Configurations" tab -> "Company" -> "Roles" -> "New Role"

In the "Field" section, select "orderpath" -> in the "Action" field: "Create offer".
After assigning the action, you can create a new role. The role should be assigned to the salesperson who can create offers in the ONe system.
If a specific operator does not have the designated permission, they will see the message "You do not have permission to perform this action" when attempting to create or copy an offer.

2. Extension of the permission to create offers to a specific customer branch
The permission added in point 1 can be expanded to include branch information. In such a case, it will be possible to create offers for customers from a specific branch.
To do this, you need to add a new condition to the permission configured in point 1: "Customer Branch". The condition will be fulfilled when the condition is assigned according to the following scheme:
Customer Branch -> Equals -> {OPERATOR_DEFAULT}
{OPERATOR_DEFAULT} - means that an operator with the assigned permission can create offers only for customers from their own branch. The branch information will be taken from the operator's context.
In the "Value" field, you can also provide information about the "branchID," which is the ID of a specific branch. By assigning this permission, it will allow creating offers for customers with the same branch ID.
If a specific operator does not have the designated permission and tries to create or copy an offer for a customer from a different branch than assigned in the permission, they will see the message: "You do not have permission to perform this action."

3. Improvement in presenting margins and discounts on product lines.
Due to the specificity of price rounding, in earlier versions of the system, the presentation of discounts and margins was not always consistent with the information entered by the salesperson. This issue particularly occurred with low-priced items. The current mechanism allows for presenting the exact value that was entered by the salesperson.

4.Presenting information about an alternative catalog number on the product line in the shopping cart and offer.

5.Passing batch number information of a specific cable product in the integration API.