Control custom line items
A nice feature/permission to control custom line items
Do you ever have an issue with team members entering in whatever they like whilst creating line items? Sometimes this can result in things getting a bit messy.
We've created a solution to help this type of situation. If you want to control what someone can enter so they only select pre-set products when entering in a quote, follow the steps in the video below.
Permissions are defined by user Roles - see more about Role permissions Here