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.