quotes

How do I prevent users from changing item prices on quotes?

If you do not want your users to modify item prices on quotes, you can configure a restriction based on roles.

To prevent users from changing item prices on quotes:

  1. Go to Settings by clicking the Gear icon in the top right corner.
  2. Click Items in the Items section.
  3. Navigate to the Field Customization tab.
  4. Hover over Selling Price. A dropdown will appear at the right corner.
  5. Click the dropdown and select Configure Access. Configuring Write Access for Item Selling Price Field in Zoho Books
  6. Select the Read Only radio button next to the roles. Read-Write Access Configuration for Item Selling Price Field in Zoho Books
  7. Click Save.

Once saved, the users falling under the configured roles will not be able to modify item prices on quotes and the selling price of items in the Items module.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.