Sage 50 UKI Ideas Portal

Products and Services

We require a mechanism for service desk staff to just access and generate the following for customers:-

  • Create and amend Quotes – only amend the quotes they have created.
  • Only create quotes for a sub-set of the Products and Services, which have been set up with specific code prefix for example EG, EV, EY etc.
  • They should not be able to see any other Products or Services. 

Are Price Lists a way of achieving this as we can just add the relevant Product & Services to a Price List for a set of Customers.

  • Guest
  • Apr 18 2023