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: 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.