WORK IN PROGRESS
Price Statuses and definitions;
0 = Standard
1 = Override
2 = Custom Pricing
10 = Request Review
11 = Quote Required
12 = Price Expired
How these are set;
- Custom Options
- Default price status = 2 (Custom Pricing)
- Sales can change to 11 (Quote Required) or back to 2 (Custom Pricing) - this needs to be reviewed - Sales doesn't have access to price status field in MobileLeads.
- Estimator can change to 1 (Override) or back to 11 (Quote Required) or 2 (Custom Pricing)
- Standard options
- Default price status if there is a price = 0 (Standard)
- If there isn't a price, then = 11 (Quote Required)
Rules;
- Sales person can enter override price, if they do, price status = 10 (Request Review)
- Estimator can enter override price, if they do, price status = 1 (Override)
- If estimator approves item, price status = 1 (Override)
Price statuses available in the UI: for standard items;
- Sales:
- 10 (Request Review)
- 11 (Quote Required)
- Estimator;
- 1 (Override)
- 11 (Quote Required)
- 12 (Price Expired)
Price statuses available in the UI: for custom options;
- Sales;
- 11 (Quote Required)
- 2 (Custom Pricing)
- Estimator:
- 1 (Override)
- 11 (Quote Required)
- 2 (Custom Pricing)
LEGEND:
Sales = MobileLeads and H5 sales edit
Estimator = Estimator review in H5