How do I Override Item Prices when Creating an Estimate?

Updated on February 3, 2021 07:00AM by Admin

In order to use this Price Override feature, you need to configure the settings in the Estimates App. Enabling this setting allows you to change the price of a product when creating an estimate. The default price will pre-populate. However, you will be able to edit if desired. When disabled, you cannot change the price of a product from within an estimate.

Steps to Override Item Prices When Creating an Estimate

  • Log in and access Estimates App from the universal navigation menu bar.
  • Click on the “More(...)” icon and select “Settings” from the app header bar.

  • Select “Price Override” under the “Estimates” drop-down located in the left navigation panel.
  • The Price Override page will be displayed, as shown:
Price Override

  • Enable “Allow item prices to be modified”.

  • Now, create an estimate and select an item. The default price of the item will be pre-populated.
  • If desired, you can edit the item price field as shown.
Create Estimate

  • If the “Allow item prices to be modified” toggle is disabled, then the edit option for item rate will not be available.
Edit Option

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