Application
The preferences that are specified in the Application section are uniformly applied at the application level.
Field name | Description |
---|---|
Quote/Order Privilege | Specify the default permission level for users to manage quotes and orders. This can be changed at the user level. |
On-Behalf-Of Quote/Order Privilege | Specify the default permission level for users to manage quotes and orders on behalf of (OBO) a selected dealer. This can be changed at the user level. |
Base Currency | Specify the currency that will be used for transaction
calculations. Note:Â When
integrated with an ERP system, your selection here should match the base
currency of that system.
|
Lock Manufacturer’s Discount | Select this option to secure the specified discount from being modified. The default discount is specified in the business terms of the customer/dealer/direct rep. See also About pricing details. |
Enable Multi-Currency | Enables or disables the use of multiple currencies. If the preference is enabled, currency and exchange rates are displayed on quotes and orders. |