Automotive | Point of Sale
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      Restricting Price Changes within the POS Invoice

      Restricting Price Changes within the POS Invoice

      The EBMS system gives the manager tools to restrict the user's ability to reduce pricing below a manager specified percentage or to completely block price changes .   

      • Completely block price changes - This restriction is done by blocking any changes using the security settings within EBMS. This restriction must be done by a user with administrator rights. Review the Getting Started > Security > Setting Security for a Tab, Entry Field, Button, or Process within the main documentation for more details.

      • Restrict the user's ability to reduce the price below a specified margin - Complete the following steps to set up this optional user restriction:

        1. Log into EBMS with manager rights for the inventory system or as administrator.

        2. Open the keystone options by selecting Inventory > Options from the main EBMS menu.

        3. Click on the Automotive tab to open the following dialog:

        1. Enter the minimum margin percentage allowed within the sales order without manager authorization into the Minimum Margin Without Authorization entry shown above. Enter zero into this entry to disable the feature.  Enter a zero value to not require any authorization.  Click OK to save setting.

        2. Open a sales order by clicking Sales > Invoices and SOs as shown below:

      1. Place the curser in the Price column of the sales order.

      2. Lower the price below the Minimum Margin Without Authorization value.

      3. Hold both the CTRL and SHIFT keys while tabbing off the Price column to open the Set Security dialog as shown above. The user must be logged in as an administrator to set security settings. Review the Getting Started > Security > Setting Security for an Entry Field Button or Process section of the main documentation for details on security. Set security setting to No Access for any user group that requires authorization. In the example above all users are required to obtain authorization except for the manager/administrator group.   

      4. To logout of EBMS and login using a user name within a restricted group. Review the Getting Started > Security > Creating Users and Assigning Rights section of the main documentation for more details on security settings.

      5. Reload EBMS and open a sales order as shown below:

      1. The notification message is displayed when the Price is below the authorized percentage. Click OK to continue.

      1. A user that has unrestricted security access must enter their User Name and Password and click OK to authorize a price with a markup/margin below the Minimum Margin Without Authorization.  

      2. If the user clicks on the Cancel button a warning message will be displayed and the Price is restored to its original value.