In response to the growing need for precise management of price editing permissions, the ONe platform has introduced a new permission that gives sales directors greater control over their sales teams' actions while also speeding up the work of salespeople. This permission relates to price editing at the cart level and aims to ensure that salespeople process orders strictly within the scope of their assigned permissions, reducing the risk of errors and helping maintain the company's pricing policy.

Why is this important?

Sales directors wanted all salespeople to adhere to established pricing policies and minimum margins, both at the quoting stage and when finalizing orders. Therefore, the new permission for price editing at the cart level was introduced. When editing prices in the modal, the system will automatically inform the salesperson if they exceed their editing permissions. In such cases, it will not be possible to save the modified prices. This ensures that salespeople cannot set prices below their minimum permissions, significantly reducing the risk of errors and preventing potential financial losses.

The advantage of this new solution is that the salesperson is immediately aware during price editing whether they are within their authorized limits. Previously, the information about exceeding permissions appeared only when submitting the order, which required price re-editing. Now, the entire process is faster, leading to time savings and increased efficiency for salespeople.

How does it work?

The permission to edit prices at the cart level operates at the system level, ensuring that all price changes comply with company policy. The new rules for price editing at the cart level aim to:

• Minimum Margin Control – If a salesperson edits a price on a product line in the cart and exceeds their minimum margin, the system will not allow saving the price. Only prices within the allowed permissions will be saved, reducing the risk of lowering the margin below the established standards.

• Minimum Price Control – Similarly, if a salesperson edits a price on a line and the price is lower than the established minimum price, the system will prevent saving the change.

• New Permission for the Operator Role – A user with the new permission role will not be able to edit the price in the cart if the changes do not comply with the minimum price or margin policy, regardless of the transaction conditions.

Benefits for the Organization and Salespeople

The introduction of the new permission brings several significant benefits for both the organization and salespeople:

• Increased Control – Sales directors now have full control over the prices offered by salespeople, eliminating the risk of prices being lowered below the established limits.

• Financial Security – The new system settings minimize the risk of selling products below cost, which could lead to financial losses. This ensures that the organization is confident that prices are always within safe limits.

• Work Efficiency – Salespeople no longer need to manually check whether the set prices comply with the company’s policy. The system automatically blocks incorrect prices, saving time and ensuring compliance with the established rules.

Summary

The new permission for price editing in the cart is a significant improvement to the ONe platform, giving sales directors full control over the pricing policy within the organization. This ensures that salespeople can process orders only within the scope of their permissions, eliminating the risk of non-compliance with established margin limits and minimum prices.

As a result, organizations can enjoy greater financial security and a more efficient sales process.

For salespeople, this change also brings tangible benefits – the system automatically blocks incorrect prices, saving time and eliminating the need for manual price policy checks. Additionally, salespeople gain confidence that their actions comply with the established rules, improving work efficiency.